Creating Purchase Orders from Sales Orders

To create Purchase Orders from a Sales Order:

Open the Sales Order from which to create the Purchase Orders.
Select Generate POs from the Actions menu or right click the grid and select Generate Purchase Order(s).

The Generate Purchase Order(s) from Sales Order window opens.

These details display for each line on the Generate Purchase Order(s) from Sales Order window. All details are read-only, except for Order Now.

Note: By default, only lines where the Order Now value is greater than 1 are displayed. To display all lines from the source Sales Order, select the Show All Sales Order Lines box.

Field	Description
Supplier	The supplier of the stock item. If no supplier is defined for a stock item, it displays under MISC PURCHASES.
Stock Code	The unique code for the stock item.
Description	The description of the stock item.
SO Qty	The quantity from the Sales Order.
Supplied	The quantity that has already been supplied.
Prev PO	The quantity that already displays on previous Purchase Orders.
EOQ	The Economic Order Quantity, which sets a minimum amount for orders.
Recommended	This value is equal to: SO Qty - Supplied - Prev PO. The value is adjusted up to the EOQ where it applies.
Order Now	The quantity that displays on the Purchase Order. The default value is the same as Recommended. If a line is not selected, its default Order Now quantity is 0.

Select or deselect the lines for which to create orders. Lines are grouped by supplier. Selecting or deselecting a supplier selects or deselects all lines under that supplier.
Right click on a line and select Alternate Suppliers to open the Alternate Suppliers / Stock Codes window and select a new supplier for the line. This updates the line's supplier details and costing.
Edit the Order Now quantities for selected lines.

Note: When editing the Order Now quantity, the EOQ is enforced as per the EOQ prompt on purchase orders Company-level profile setting (Prompt, Force, or No EOQ).
Click Generate PO(s).

Exo Business creates one purchase order for each supplier and one at a time. Once a purchase order is saved and closed, the next one opens. All selected lines that have an Order Now value greater than zero are included in Purchase Orders. The Sales Order field is populated with the ID of the parent Sales Order. This field replaces the Job Code field on Purchase Orders that were created by other means.

Notes

Bills of Materials are not supported in Purchase Orders. Bills of Materials lose their structure when they reach the Purchase Order, and appear as a collection of individual stock items.

Any changes forced by customer or supplier changes after Purchase Orders have been created do not change the status or quantities of those Purchase Orders. You must make the changes.

When the Purchase Order is receipted, costed, and invoiced, this has no effect on the original Sales Order. You must make the changes.