Sage 100

v2015 STD - PO generation from SO's. Love the concept, but it is still in the v1.0 stage. Is there any way to force a PO generation? As far as I can tell, you only get one shot at generating the PO - when you do the initial save/accept of the order. A panel pops prompting for a yes or no. I just activated this for a client, set up a procedure for the customer service folks to enter the vendor as POREQ which is the company purchasing agent. CS then prints electronic delivery and the buyer gets the PO emailed. Conceptually, this works great. fast easy efficient. HOWEVER - reality is different. CS does not know if they need to buy it until they check the on hand stock (another story, another day). If they accept the SO and say NO to the PO, they cannot edit the SO after check the stock and get the panel to pop a second time. I tried entering the SO as a QUOTE, but even that triggers the PO generation (WHY????, it is a quote!!!). I looked in the SO header for any flag that might trigger the PO generation code, but see none. I am suspecting the program code for generating the PO is triggered on a NEW order save. Can someone verify this premise? Could some scripting code be written that would trigger the panel question? Again, a good concept, but the limitations are VERY limiting.

Can't they just click on the Generate PO button?

Now THAT is a radical thought!!!!! You are so out of the box thinking. Now I just have to find it..... Reminds me of a client that I visited on Thursday when a CS rep wanted to be able to edit the customer master from the SO header. He has been using the software for five years. I said ""click on the button""...... If it is this simple, I may have to delete this thread to avoid undue embarrassment,,,

Every distribution customer should be using Purchase Agent from JobOps IMO. We have many using it successfully. I also doubt that the PO from SO function will be changed by Sage. The latest on the incorporation of JobOps functions into standard Sage 100 is that it stalled while Sage terminated the dead wood, but they are still very interested. That means Purchase Agent may also be a standard offering by Sage.

@JeffSchwenk - Totals tab in SO Entry - upper right

@JeffSchwenk which version?

One caveat, if they've already generated the PO once, it will not add the same line again in the next PO. To get around this, delete the contents of the PO Number field from each line before clicking the Generate PO button.

@KathrynScofield v2015 @BethBowers - TG it wasn't a snake..... TY

@SteveIwanowski is correct. The generated PO number is stored on the SO line and does not get cleared if you delete the PO. We chased this rabbit down the bunny hole with Sage support until it finally dawned on me to look in DFDM at the SO lines.

@KathrynScofield - they actually display on SO Entry, too (don't have to go to DFDM to see them)

@JeffSchwenk - You're welcome. And I'm planning a trip to my eye doctor, as well. :-)

Like @JeffSchwenk said, TG it's not a snake.