Creating Purchase Order Bids from Sales Orders

Within Sales Order Entry, you can turn a typical sales order into a purchase order bid.

To create a purchase order bid from a sales order:

1. Open the sales order from which you want to copy and display the order's Body tab.

2. From the Edit Order > Copy Order to menu, select Purchase Order Bid to display the Copy To Purchase Order Bid window.

3. In the Enter Price Branch field, enter the branch from which pricing will be derived

4. In the Enter Ship Branch field, enter the branch from which the order will ship. If the selected branch has insufficient inventory to complete the order, you can ship inventory from one or more of your other branches.

5. In the Ship-From Vendor field, enter the name of the individual or company that will provide the materials.

6. In the Gens to Copy field, identify which order generations to copy to the bid. Valid values include Current, All, or Open.

7. Click OK to create the purchase order bid.

8. If prompted, click OK to copy all open and closed order generations.

9. If prompted, specify how to handle the bid's COGS (cost of goods sold) and click OK.

• Recost All Items

• Keep Manual Overrides

• Keep All Costs/Overrides

10. When the Purchase Order Entry Body tab displays, enter or edit the purchase order information, as needed, and continue processing the sales order.

See Also:

Changing Orders from One Type to Another

Following Up on Bid Reminders