Here is a guide on how to create a suggested P/O directly from an S/O.
The first thing you will need to do is have a sales order in mind to use for this. In ERP, go to Sales > S/O Management.
There are two ways you can do this.
1. From the Sales Order List screen: select the S/O, click Action > Transfer to P/O Proposal.
2. From the list screen, locate and click on the S/O you want. On the management screen, click Action > Transfer to P/O Proposal.
Regardless of if you do option 1 or option 2, you will get this pop-up. Click Yes.
Now, there are two ways you can proceed: Start from Inventory Menu or start from Purchasing Menu.
Start with Inventory
You can start from the Inventory menu > P/O Proposal Management.
From there, you can click Apply, locate the proposal you just created, and click on it.
From the P/O Proposal Management screen, you must enter the Vendor #. Enter any other info you need (you can also adjust the quantity of each SKU if you like). Click Save to save the proposal and come back to it, or click Create P/O to turn this proposal into an official P/O.
Click Yes.
Start with Purchasing
Your other option is to go to Purchasing > P/O Proposal Processing.
Click Select P/O Proposals to see all available proposals. This is recommended if you are creating P/Os from multiple proposals all at once, instead of just making one.
From this point on, you can follow the instructions in How do I create a Purchase Order from a P/O Proposal?
When you're done, click Save, then Yes.
Once you're done (using either option), go to Purchasing > P/O Management.
You will see your P/O at the top of the list when you click Apply.
