Adding Generations to Purchase Orders

The system uses generations on a purchase order to separate how products are handled. For example, you may purchase an entire buy line from a vendor, but part of the shipment is shipped today and part is shipped in two days. Each part would be on a separate generation of the same purchase order.

Note: To make it easier to see how an order breaks into generations, the system provides generation highlighting and generation tooltips that you can turn on. For more information, see Using Generation Display Options.

The automatically creates generations for purchase orders when one of the following for any product on the order is different:

You can also create generations for purchase orders when needed. For example, if stock is damaged or you receive more stock than you ordered, then the damaged or over-shipped stock is separated on a generation. For more information about received damaged stock, see Handling Receiving Discrepancies.

To add a generation to a purchase order:

  1. From the Purchase menu, select Purchase Order Entry to display the purchase order entry window.

  2. Display the purchase order for which you want to add a generation.

  3. Click the Detail Scheduling tab and do one of the following:

  1. From the Options > Line Options menu, select Schedule.

  2. In the Receive Date field of the line item you want to change, enter a new receiving date.

  3. Save your changes and exit the window.

  4. Click the Status tab and do one of the following:

Note: If you are prompted, in the Freight field, select Allowed regardless of the original purchase order freight terms. The Copy Change to all Gens (Y/N) prompt displays. Type N.

  1. If needed, create a tracker from a purchase order to send notification to the purchasing agent.

  2. Save your changes and exit the window.

See Also:

Editing Purchase Orders