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Suppliers | Transactions | Purchase Orders | Create from Cust Orders

This task allows you to generate supplier purchase orders from customer transactions.

You can select source documents based on various ranges, as well as by individual customer and document number. In addition, you can choose to print at time of entry or batch print, and produce a summary report.

Note: For customer quotations and standing orders, the value in the Quantity field is used.

For customer orders, the quantity from the B/Order field is used. Supplier purchase orders will only be generated if there is a quantity on back order in the customer order.


Field or group nameDescriptions
Document Options
Purchase Order DateThis field is system generated and defaults to today's date. Accept this date or enter another date if you wish.
Purchase Order Form CodeIf you choose to print the purchase order now or later, this field lets you select a layout for the purchase order. If there are purchase order form codes available, choose Find (F2) to select a layout.
Check for Zero Prices
Use Default SupplierTo select the default supplier (that is, Supplier code 1 from the product masterfile), select this check box.
Combine Orders By Suppliers

To put all items for each supplier on a single purchase order, select this check box.

Combine Orders By Customers

To put all items for this supplier for each customer on a single purchase order, select this check box.

Use Customer Delivery AddressTo use the customer delivery address, select this check box.
Print ReportIf you want to view a report that shows the products added to a purchase order, select the Print Report check box.
Order number Range
First Order

If you want to include all order numbers answer No.
To include one or a range of order numbers, answer Yes.

Only those codes within this AND all other ranges entered will be included.

Last Order
Order Date Range
First Date

If you want to include all order dates answer No.
To include one or a range of order dates, answer Yes.

Only those codes within this AND all other ranges entered will be included.

Last Date
Customer Range
First Customer

If you want to include all customers answer No.
To include one or a range of customers, answer Yes.

Only those codes within this AND all other ranges entered will be included.

Last Customer
Delivery Date Range
First Date

If you want to include all delivery dates answer No.
To include one or a range of delivery dates, answer Yes.

Only those codes within this AND all other ranges entered will be included.

Last Date
Sort Detail Range
First Sort Detail

If you want to include all sort codes answer No.
To include one or a range of sort codes, answer Yes.

Only those codes within this AND all other ranges entered will be included.

Last Sort Detail
Print Options
Print Purchase Orders Now

All purchase orders within the defined range, and that meet the options specified, will be immediately generated and printed to your default printer.

Print Purchase Orders LaterAll purchase orders within the defined range, and that meet the options specified, will be generated and printed to your default printer at a time in the future.
Do Not Print Purchase OrdersAll invoices within the defined range, and that meet the options specified, will be generated but will not be printed.


 



REF: ID 1040 | MOD | WHLP | 200819

Related resources

Learn more about creating a supplier purchase order from a customer order. Recorded for Attaché Accounts, this video also applies to Attaché BI. (1.47 mins video)


Suppliers Purchase Orders topics

Create Supplier Purchase Order from Requisition

Supplier Purchase Order Entry

Supplier Purchase Order Lookup

Delete Completed Supplier Purchase Orders

Create Supplier Purchase Order From Customer Order

Create Supplier Purchase Order From Customer Standing Order

Create Supplier Purchase Order From Customer Quotation