Generate Purchase Orders

An option GENERATE (or GEN) depending on the number of other options available) is added to the main purchase order entry menu when the back-to-back accessory is in use.

Taking the GENERATE option offers you a preamble to the process so that you can specify the particular parameters to apply on this run.

If you don’t need to restrict the process in any way select the PRINT option to begin the generation.

You can specify a range of sales orders to process, and/or a range of sales order dates to process, and/or your own selection criteria. The sales order date reviewed here is the entry date.

If you specify both a range of sales orders and dates, these are both treated as compulsory (both must be satisfied if the sales order is to be chosen). Selection criteria, if chosen, are then applied to those selected by the first two ranges. Only sales order details that require purchase orders to be raised are then processed.

When you select the PRINT option the sales order details are scanned for any which require purchase orders to be raised, and purchase orders are generated automatically. As a part of this process an audit trail is printed showing which purchase orders have been generated from which sales order details.