Create purchase orders (PO505000)

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You use this window to create purchase orders for transfer and sales orders for which the Mark for purchase order check box was selected in the Sales orders (SO301000) window. Also, you can create purchase orders for the remaining quantities (those not yet shipped) of items that were partially shipped for sales orders and for replenishment requests generated by using the prepare the Prepare replenishment (IN508000) window.

Generally, the generated purchase orders will include the requests for each replenishment warehouse for each supplier, no matter which demand warehouses were specified for the items to be ordered.

You can view the generated purchase orders in the Purchase orders (PO301000) window.

Button Description
Process Creates purchase orders for the sales orders you have selected in the table.
Process all Creates purchase orders for all sales orders listed in the table.
Inventory summary Opens the Inventory summary (IN401000) window in a pop-up window to display the availability data of the stock item you selected in the table (by clicking the row).

In the top part, you can select the orders to be listed (and processed, if needed) by stock item, item class, item product manager, work group, or specific customer.

Also, you can select the creation date for the purchase orders to be generated.

Element Description
Creation date The date when the purchase orders will be created. The purchase order will get its date from this field.
Product manager A field and the Me check box, which you use as follows to select the sales orders for the stock items that are assigned to a particular product manager:
  • Select the Me check box to view the orders for stock items assigned to you. The field will display your user name.
  • Clear the Me check box and select another user to view the sales order for stock items assigned to another product manager.
  • Clear the check box and the field to view the sales orders for stock items assigned to all users of the selected work group (if one is specified) or all work groups (if no work group is specified).
Work group A field and the My check box, which you use in the following ways to view the sales orders for stock items assigned to a specific work group or a product manager in a group:
  • Select the My check box to view the orders for stock items assigned to your work group.
  • Clear the My check box and select another work group to display the orders for stock items assigned to all members of the group or to a particular user of the group.
  • Leave the field blank and clear the check box to view the orders for stock items assigned to all work groups.
Item class ID The item class of the stock items listed on the sales orders.
Item ID The particular stock item for which you want to generate purchase orders (based on the sales orders requesting the item).
Warehouse ID The destination warehouse for the items to be purchased (as specified on replenishment orders or back orders).

This field is only displayed if the Multiple warehouses functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.
Supplier The supplier (by its supplier ID) from which the items are to be purchased.
Select a particular supplier to create orders for this supplier by grouping supplier items for the selected warehouse.
Requested on The delivery date of the order.
Customer The customer (by its customer ID) that will receive the items, if applicable.
Order type The type of purchase order to be created from the sales order. The following options are available:
  • Normal: A purchase order of the normal type
  • Drop-ship: A purchase order of the drop-ship type
Order no. The number of the sales, transfer, or replenishment order.
Show details When this check box is selected, you will see the Supplier price, Currency ID, Weight, and Volume columns in the table part.
Exclude lines without supplier When this check box is selected, item lines without supplier information will not be displayed in the table part. This is selected by default when you open the window.
Weight A read-only field that displays the total weight of items on the purchase orders to be created.
Volume A read-only field that displays the total volume of items on the purchase orders to be created.

In this table, you can view the sales orders that meet the specified selection criteria and select the sales orders for which you want to create purchase orders. Please note that some of these columns are not visible, if you have not selected the Show details option above.

Column Description
Included An unlabeled check box that you use to select this document for processing.
Plan type The description of the type of order.
Item ID The ID of the stock item to be purchased. Stock items are maintained in the Lager workspace.
To view or edit an stock item, use the Stock items (IN202500) window.
Item description The description of the stock item to be purchased.
Warehouse The warehouse for which the item will be purchased.

By default, this is the warehouse specified as the replenishment warehouse for the item when it is stocked at the demand warehouse (in the Item warehouse details (IN204500) window).

This column appears only if the Multiple warehouses functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.

Warehouse description The description of the warehouse.
UoM The unit of measure (UoM) used for the stock item to be purchased.
Quantity The quantity of the stock item to be purchased.
Requested on The delivery date of the order.
Demand warehouse

The warehouse where the item was requested for the transfer order or for replenishment.

This column appears only if the Multiple warehouses functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.
Demand warehouse description

The description of the warehouse where the item was requested.

This column appears only if the Multiple warehouses functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.
Supplier The ID of the supplier from which the item will be purchased.
Supplier name The name of the supplier from which the item will be purchased.
Location

The supplier location from which the item will be purchased.

This column appears only if the Business account locations functionality is enabled in the Aktivera/inaktivera funktioner (CS100000) window.
Lead time (days)

The number of days required for any item to reach the company when they are shipped from this supplier.

This value is specified in the Supplier inventory (PO201000) window.
Shipment lead time (days) The shipment lead time, if it has been specified for the supplier or the carrier.
Terms The payment terms used in relations with the supplier.
Ship via The carrier used to ship the ordered item.
Supplier price

The supplier's price for the stock item to be ordered.

The supplier price for the stock items is specified in the Supplier inventory (PO201000) window.
Extended amount The extended amount for the line, which the system calculates as the price multiplied by the quantity of the item.
Currency ID The applicable currency.
Customer The ID of the customer for which the item are to be purchased.
Customer name The name of the customer for which the item are to be purchased.
Customer price The price specified in the original sales order.
Customer unit The unit of measure used as the sale unit on the sales order.
Order no. The reference number of the original order.
Weight The weight of the specified quantity of the item.
Volume The volume of the specified quantity of the item.

Parent topic:
Purchases windows - overview