Sage 100

Client wants more information regarding issuing PO's from a SO.  Are there any GOOD (i.e. HELPFUL) reference articles?  Sage U?  Has anyone here mastered the quirks?  Any best practice check lists?  Client special orders 50% or more of items on the SO.  This would be a great feature if it can be mastered.

The process seems quirky.  Does the item need to have a primary vendor assigned to kick it the PO generation question.  What if a different vendor is needed.  Does the secondary vendor have to be set up in the item master.  Can you assign multiple SO's to ONE PO?  Is the information a two way transfer (i.e. change the PO and information flows back to SO)?  Doesn't seem to be.

Any help or insight would be appreciated.

Am I the only dunce in the group?  Maybe this would be a great lunch and learn topic for the group.

TIA

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Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
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You don't have to have a primary vendor, but if you don't, then you have to type in the vendor in the Vendor field on the SO Line.  That's where you can also change it to be a secondary vendor.  You can't assign multiple SO's to a single PO if you are using the Generate button on the SO Entry screen, but using the Auto Generate from Sales Order option on the Main Menu in PO might combine SO's depending on your options.

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Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, and Cagney
Beth Bowers
269-445-1625
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