| # | Description |
|---|---|
1, Open a Sales Order without posting Shipment & |
Invoice *Usually for Item which do not have enough inventory to be sold. | |
| 2, Search "Requisition Worksheets", click “calculate plan" |
|
3, Enter date range of the Sales Order Filter for Item information Filter for total, usually for Location Click "OK" if done. |
|
The requisition worksheet line will be according to the quantity from the Sales Order Other information such as unit of measure, due date (shipment date), unit cost, vendor no. will also be captured from the Sales Order. |
|
4, Click "Carry Out Action Message" to export the line into Purchase Order If need to download the order, click "Print" button. If no, just click "OK" to generate the Purchase Order |
|
5, A Purchase Order will be generated and line information will be filled automatically. -Item No. and Name -Location -Qty -Planned / Expected Receipt Date (=shipment date) *Dates will be default as current day. Users need to adjust the item cost, postingt date, order date by themsevles. |
|
