Automatic Purchase Orders Overview

You use the Automatic Purchase Order screen to create a new batch of automatic purchase orders or to load a batch you have previously saved. You can then maintain the batch details or print the purchase orders in the batch.

To create and maintain automatic purchase orders, you need to complete these steps:

1. Either:

• create a new automatic purchase order batch - refer to "Creating a New Automatic Purchase Order Batch"
• load an existing automatic purchase order batch - refer to "Recalling an Automatic Purchase Order Batch".

2. Enter or maintain the automatic purchase order header details.

Refer to "Maintaining the Automatic Purchase Order Header".

3. Generate the list of items to order.

Refer to "Generating the List of Items to Order".

4. Maintain the items to be purchased or transferred.

Refer to "Maintaining Automatic Purchase Order Lines".

5. Optionally, you can manually add items to the batch. To add:

• an item to be purchased from a supplier, refer to "Automatic Purchase Order - Edit - Supplier Order"
• an item to be transferred from another warehouse with excess stock, refer to "Automatic Purchase Order - Edit - Transfer".

6. Edit other details for the automatic purchase order batch.

Refer to "Automatic Purchase Order - Edit Menu Options".

7. Manage the completed automatic purchase order batch, e.g. print a verification report or print the supplier purchase orders.

Refer to "Managing Completed Automatic Purchase Order Batches".