Purchases for Sale: Related Reports, Inquiry Forms and Dialog Boxes

In the following sections, you can find details about the reports, inquiry forms, and dialog boxes you may want to review to gather information about purchases for sale that have been processed or are being processed in the system.

Finding Orders Pending Purchase

You can find purchase requests of the SO to Purchase type on the Create Purchase Orders (PO505000) form. On the form, you can filter purchase requests by any of the following criteria: warehouse, vendor, order type, order number, inventory identifier, item class, customer, product manager, and workgroup. For the selected list of purchase requests, you can generate purchase orders for all the lines in the list, or you can select particular lines (by selecting the unlabeled check boxes in the lines) and generate these purchase orders.

Reviewing Allocations for a Sales Order

On the Sales Orders (SO301000) form, you can track the stage of fulfillment for each line of a sales order by clicking the line and then Line Details on the table toolbar of the Details tab. In the Line Details dialog box, which opens, you can view an allocation that the system automatically performs to reserve the line item quantity required for the sales order on the purchase receipt.

If a purchase order line that corresponds to a sales order is completed or canceled, the system adds a new allocation line, which can be viewed in the Line Details dialog box. This line has the Mark for PO check box cleared and indicates that the shipment should be prepared for the item quantity in this line. When the shipment is confirmed for this line, the line is removed from the Line Details dialog box.

Reviewing the Demand for Purchase Orders

You can find the sales order that is linked to a particular line of a purchase order by clicking the purchase order line on the Details tab of the Purchase Orders (PO301000) form, and then clicking View SO Demand on the table toolbar. The Demand dialog box, which opens, lists all the sales orders that are linked to the selected line of the purchase order.

Reviewing the Links Between Sales Order Lines and Purchase Order Lines

You can link a sales order line to an existing purchase order line, or find the purchase order that is linked to a particular line of a sales order by clicking the sales order line on the Details tab of the Sales Orders (SO301000) form, and then clicking PO Link on the table toolbar. The Purchasing Details dialog box, which opens, lists all the purchase orders that are linked to the selected line of the sales order. To link a sales order line to a purchase order line, you select the Selected check box next to need line in the table, and click Save.

Reviewing the Item Plans Related to Purchases for Sale

On the Inventory Allocation Details (IN402000) form, you can select an item in the Inventory ID box, and on the Item Plans tab, review the quantity of the item that is currently listed in purchase orders. The SO to Purchase plan type indicates that a sales order has items marked for purchasing. The Purchase for SO Prepared plan type indicates that a purchase order was prepared for the sales-order with items marked for purchasing.

Printing a Purchase Order

To prepare a printable version of the purchase order that is being processed, you use the Purchase Order (PO641000) report. While you are viewing a purchase order on the Purchase Orders (PO301000) form, you can print the purchase order by clicking Print Purchase Order on the More menu. The system opens the printable version of the document on the Purchase Order report; then you can review the order and print it by clicking Print on the report toolbar.