PO Generate From Inventory - Review and Select Items window

PurchaseOrderCS > Purchase Order > Purchasing Tasks menu > PO Generate From Inventory window > PO Generate From Inventory - Review and Select Items window

Use this window to select the items you would like to order and to customize the order quantity, purchase order number, or the description. You can also select a different vendor if you prefer.

Picture

This button is only active if a picture is available for the stock item. Select this button to open an image of the stock item.

Drill Down

This button is available in multiple locations within the grid. Select this button to open certain report windows with criteria pre-set based on which button you select within the grid, or the actual report for the selected stock item.

Stock Number / Location

This field shows the stock number and location for the stock item. If the contents are cut off, then hold your mouse over the field to reveal the entire contents. The drill-down icon to the left of this field opens the PO Vendor Performance Report window through which you can compare vendors for the selected stock item.

Description

This field defaults to the description for the stock item as it was entered in the IN Stock window. You can edit this field.

Vendor

This field shows the vendor from which the item will be ordered. You can type in a vendor or use the Lookup to edit this field. The drill-down icon to the left of this field opens the PO Vendor Performance Report window through which you can compare vendors for the selected stock item.

Order Qty

This field shows the quantity to order based on the generate method you select. You can edit this field, but only positive numbers are accepted.

If a buy conversion was set up for the selected stock item, the quantity you enter in this field is adjusted and the amount is added to the on-order quantity in the IN Stock window. If you later delete this purchase order before receiving the items, the amount in this field is subtracted from the on-order quantity.

Select

This check box must be checked to generate a purchase order of the item.

Avail.

This field is read-only and shows the quantity available for the stock item. The drill-down icon to the left of this field opens the Master Stock Report for the selected stock item.

On Order

This field is read-only and shows the quantity on order for the stock item. The drill-down icon to the left of this field opens the IN On Order Report for the selected stock item.

Back Order

This field is read-only and shows the quantity on back order for the stock item. The drill-down icon to the left of this field opens the IN Back Order Report for the selected stock item.

Print PO Generate from Inventory Report

Select this button to print the PO Generate from Inventory Report for only the items selected in the grid. This report provides all the details of each item that will be generated on the purchase order.

Print the IN Monthly Movement for All Items

Select this button to print the IN Monthly Movement Report for only the items selected in the grid.

Generate

Select this button to generate purchase orders for the items selected in the grid.

Totals

This section of the window is read-only and reflects the subtotal, estimated tax, and total for the items selected in the grid.