For Advanced Business Cloud ERP® Manufacturing users, there is the option to create purchase orders automatically by using the Requirements screen (under ‘Operations’), which can create automatically generated purchase orders depending on future demand.

Click on Purchases > Purchase Orders > New Order and enter the following data:

• Supplier – type/ select supplier type ‘#’ followed by account code, else click ‘(new)’ to set up a new supplier account
• Description – if required, a description by which the supplier will know this order such as a project reference
• Supplier reference – if required, supplier reference for this order such as a drawing number or quote reference
• Item Name – the item being ordered
• Supplier Ref – the supplier’s part number or stock reference for this item
• Price – if Price Type is ‘Net Value’ enter value (excluding VAT if VAT registered) for this line item, else if Price Type is ‘Unit Price’ enter value each and then enter a quantity in the line item Quantity box (defaults to the value, if any, held on the item stock record)
• Price Type – either ‘et Value’ or ‘Unit Price’
• Quantity – quantity required (relates to pack size)
• Pack Size – the supplier pack size or unit of measure for this item (defaults to the value (if any) held on the item stock record)
• Conversion Rate – the supplier pack size conversion rate for this item (defaults to the value (if any) held on the item stock record) which will multiply the order/ delivered quantity to create the stock quantity received
• Due – required date for delivery/ collection of this order item
• Select – a tick kere will enable you to add a description, or repeats of the line item, or delete the line item
• Expense Account – expense account where you want costs from this order/ invoice to be accumulated (ignored for Stock Items and will default to that on the supplier record for Service Items, or stock item record for Consumable Items)
• Project – if required, you can designate a Project (or Job Number) for this item
• Department – if required, you can designate a Department for this item

Note that additional line items can be added to this order by clicking ‘+ line item’.

Click Save to save the order on the system database without printing or sending to the recipient, Save and Send to create the document and create a print file which can then either be printed and sent, given, or e-mailed to the recipient, or Cancel to discard the document without saving to the database.