Purchase based on undelivered sales order is one of four options that allow you to select the basis for the products that are going to be purchased using the Purchasing wizard. You will also go through parts of this wizard when you create a purchase based on an order in the Sales module.
Step 1
In this window you select which products are to be purchased.
Purchase based on undelivered sales order - this selection has the following options:
All products on sales order: selects all product lines that have not been completely delivered.
One supplier: selects all product lines that have not been completely delivered and which can be ordered from the selected supplier.
Product group: selects all product lines that have not been completely delivered within the selected product group.
Click Next.
Step 2
This step is only relevant if an unprocessed sales order already exists for the customer:
Select which supplier(s) you are going to purchase the products from.
Click Next.
Step 3
In this window you select which information you want transferred from the sales order to the purchase.
Which information is to be transferred from sales order to purchase?
Select whether the purchase price for the purchase should be set equal to the cost price in the sales order or retrieved from the product card.
Select the check boxes for the information you want to transfer from the sales order to the purchase. If you choose to combine several product lines on the sales order against the same product, it is not possible to transfer information from each individual product line.
Selection of product lines to be purchased:
Select the check boxes to choose which product lines are going to be purchased. You can choose whether products that are Work/services and Stock items are going to be purchased, and whether the products for which the number is zero on the purchase are to be transferred.
Step 4
You have now completed your selections and made all the settings for the purchase order proposal. Click Complete to execute the selections/settings and continue in the Products to be purchased window.
Note! If you click Cancel, the settings for the filter will not be saved.
Read more about: