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  • 1.  creating purchase orders from Sales orders with jo

    Posted 05-12-2016 08:14
    creating purchase orders from Sales orders with job cost Is anyone aware of a way to pass the job number from the sales order to the purchase order lines when auto generating a PO from sales order? (even as a third party add-on?) I create a sales order that is tied to a job and then I want to auto generate the PO's for that sales order and I want the job number to flow from the sales order to the PO line detail.


  • 2.  RE: creating purchase orders from Sales orders with jo

    Posted 05-13-2016 07:27
    What version are you working with?


  • 3.  RE: creating purchase orders from Sales orders with jo

    Posted 05-13-2016 07:43
    this is a prospect, it will be version 2016


  • 4.  RE: creating purchase orders from Sales orders with jo

    Posted 05-13-2016 09:06
    On PO setup options two options can be enabled. One, enable PO generation during SO entry and two, prompt to generate PO on new sales orders. These aren't exactly what you are looking for but may solve the issue. Else I'd script passing the Job Number from SO to PO when auto generating the PO from SO.


  • 5.  RE: creating purchase orders from Sales orders with jo

    Posted 05-13-2016 09:12
    Thanks Moira. I have the setup options enable in my test environment and the job number just doesn't come over. I was hoping I was just missing a setting or something. I have not had any luck looking for a third party add-on to do this either. I'll see if we can script it, although I'm not sure where that script would reside


  • 6.  RE: creating purchase orders from Sales orders with jo

    Posted 05-13-2016 10:06
      |   view attached
    If you can pass the Job No to a UDF in SO Details, you can use Customizer to pass the field to PO Details.


  • 7.  RE: creating purchase orders from Sales orders with jo

    Posted 05-13-2016 10:11
    Great idea, we can script it to pass from the header to the a UDF on the line detail then we can use customizer to pass it to a UDF on the PO line detail then use scripting to put it into the Sage standard Job number. it's a lot of steps but it can work I think. No matter what we still need to do something to populate the cost code on the PO line since the is not on the sales order anywhere.