You can see this screen by clicking Generate PO at the Allocation screen (go to Order/Entries/Picking list, select a sales order, and then click Allocation). This screen allows you to generate purchase orders (back-to-back orders) for the item selected in the Allocate screen.
Note: Purchase orders can be generated only for item(s) with the Buy attribute. Otherwise, a message “Can’t generate” will be displayed.
Note: This screen is available only if you have E-Back to Back Order included in your license.
Note: It is possible that not all columns in this example are displayed. You can add or remove columns as required by clicking the Columns icon.
This box displays the sorting. By default, Suppliers is selected.
This box displays the warehouse of the selected item.
This box displays the item to be purchased. By default, All is selected.
This column displays the main supplier of the selected item in the sales order. The supplier code displayed is based on the Supplier defined for the item at the item maintenance (go to Order/Items/Maintain, select the relevant item, and then click Open), under the Purchase/Sales tab (in the Suppliers section) in the Items by supplier screen when the Add icon is clicked. This information cannot be edited.
This column displays the name of the main supplier of the item. The supplier’s name displayed is based on the Name defined for the supplier at the debtor maintenance (go to Finance/Accounts payable/Maintain, select the relevant debtor, and then click Open). This information cannot be edited.
This column displays the item to be purchased. This information cannot be edited.
This column displays the description of the item. The description displayed is based on the Description defined for the item at the item maintenance (go to Order/Items/Maintain, select the relevant item, and then click Open). This information cannot be edited.
This column displays a green check mark if the supplier of the item is the main supplier. This information cannot be edited.
This column displays a green check mark if the item requires an approved supplier. The green check mark will be displayed if the Requires approved supplier check box is selected at the item maintenance (go to Order/Items/Maintain, select the relevant item, and then click Open), under the Purchase/Sales tab in the Attributes: Purchase section. This information cannot be edited.
This column displays a green check mark if the supplier of the item has been approved. The green check mark will be displayed if the Approved supplier check box at the item maintenance (go to Order/Items/Maintain, select the relevant item, and then click Open), under the Purchase/Sales tab in the Items by supplier screen (when the Add or Edit icon in the Suppliers section is clicked) is selected. This information cannot be edited.
This column displays the main warehouse of the item. The warehouse displayed is based on the warehouse defined for the item at the item maintenance (go to Order/Items/Maintain, select the relevant item, and then click Open), under the Inventory tab. This information cannot be edited.
Double-click this column if you want to purchase the item. A green check mark is displayed if the item is selected. To remove the selection, double-click this column again.
This column displays the number of item(s) ordered. The required quantity displayed is based on the Ordered quantity of the item defined in the order lines in the Sales orders screen (go to Order/Entries/Sales orders, select the relevant sales order, and then click Open). This information cannot be edited.
This column displays the quantity allocated for the item. This information cannot be edited.
This column displays the number of free stock available for the item in the warehouse. This information cannot be edited.
This column displays the number of item(s) that is short of stock in the warehouse. This information cannot be edited.
This column displays the unit of the item defined in the order lines in the Sales orders screen (go to Order/Entries/Sales orders, select the relevant sales order, and then click Open). This information cannot be edited.
This column displays the number of purchase units of the item for each unit. The factor displayed is based on the Purchase unit defined for the item at the item maintenance (go to Order/Items/Maintain, select the relevant item, and then click Open), under the Purchase/Sales tab (in the Suppliers section) in the Item by supplier screen when the Add or Edit icon is clicked. This information cannot be edited.
This column displays the size of the purchase order of the item for each unit. The PO size displayed is based on the PO size defined for the item at the item maintenance (go to Order/Items/Maintain, select the relevant item, and then click Open), under the Purchase/Sales tab (in the Suppliers section) in the Item by supplier screen when the Add or Edit icon is clicked. This information cannot be edited.
Type the number of item(s) to be purchased. By default, the quantity displayed depends on the number of item(s) required and the shortage of the item, whichever is lower. For example, if Requirements is “5” and Shortage is “4”, the Advice column for the item will display “4”.
This column displays the unit of the item based on the Sls. unit defined for the item at the item maintenance (go to Order/Items/Maintain, select the relevant item, and then click Open). This information cannot be edited.
This column displays the number of days required for the supplier to deliver the item(s). The days displayed is based on the Time of delivery defined for the item at the item maintenance (go to Order/Items/Maintain, select the relevant item, and then click Open), under the Purchase/Sales tab (in the Suppliers section) in the Item by supplier screen when the Add or Edit icon is clicked. This information cannot be edited.
This column displays the purchase price of the item. The price displayed is based on the Price defined for the item at the item maintenance (go to Order/Items/Maintain, select the relevant item, and then click Open), under the Purchase/Sales tab (in the Suppliers section) in the Item by supplier screen when the Add or Edit icon is clicked. This information cannot be edited.
This column displays the currency code of the item. The currency code displayed is based on the Currency defined for the item at the item maintenance (go to Order/Items/Maintain, select the relevant item, and then click Open), under the Purchase/Sales tab (in the Suppliers section) in the Item by supplier screen when the Add or Edit icon is clicked. This information cannot be edited.
This column displays a green check mark if the item is a lot-for-lot item. This information cannot be edited.
Note: The item is a lot-of-lot item if you have not selected the Stock controlled check box at the item maintenance (go to Order/Items/Maintain, select the relevant item, and then click Open), under the Inventory tab in the Attributes section.
This column displays the budgeted quantity of the item that will be delivered by the suppliers. By default, the quantity displayed is based on the imported file given by the supplier for the item at Inventory/Items/Items from Techniche Unie. This information cannot be edited.
Note: The budgeted quantity of the item will be displayed only if you have E-Technische Unie included in your license.
Click this to export the overview to MS Excel.
Click this to generate the purchase order for the selected item. For more information, see Creating and maintaining purchase orders.
Note: A purchase order will be generated for the item only if the Selected column contains a green check mark and the Advice column is not “0”.
Click this to exit.