Available in Sage 50 Premium Accounting and higher.
Select Items for Purchase Orders (Filter Selection)
How Do I...
To select the inventory items that will appear on the purchase orders
you want to create:
- From the Tasks
menu, choose Select for Purchase Orders.
The Select
for Purchase Orders--Filter Selection window appears.
- In the Select
Items with group box, choose as many filters as you want to apply
to the items that will be selected for reorder.
- Item ID:
The default setting is All, meaning
that all existing item IDs will be selected. If you want to limit the
selection to single ID, click Select,
and then enter or use the Lookup button to choose an item by ID.
- Item Type:
The default setting is All, meaning
that items of all types will be selected. If you want to limit the selection
to a range of item types, click Select.
In the From box, enter the first
type in the range. In the To box,
enter the last type in the range of types you want to include.
- Item Class:
The default setting is Stock,
meaning that all stock items that meet the other filters you set will
be selected. You can choose any combination of the other classes as well:
- Assembly
- Non-stock
- Labor
- Service
- Next, in the And
items with group box, you can choose to filter the items for reorder
according to vendor and buyer ID.
- Vendor ID:
The default setting is All, meaning
that all vendor IDs will be selected. If you want to limit the selection
to a single vendor or items, click Select,
and then enter or use the Lookup button to choose a vendor by ID.
- Buyer ID:
The default setting is All, meaning
that all buyer IDs will be selected. If you want to limit the selection
to a single buyer who purchases items for your company, click Select,
and then enter or use the Lookup button to choose a buyer by ID.
- Last, in the Display
a list of items group box, further filter the items that will be
selected for reorder based on criteria dealing with numbers of items in
stock.
- Based on:
Choose whether you want the items selected for reorder to be based
on Quantity on Hand
or Quantity Available.
The default setting is Quantity on Hand.
- As of:
Use the calendar button to enter a date as of which either the quantity
on hand or the quantity available will be calculated.
- And stock
status: Choose one of the following options:
- Out
of stock: Select this if you want inventory items to be ordered
only if you are completely out of stock. This is the default setting.
- Below
minimum stock: Select this if you want inventory items to be ordered
only if they are below minimum stock levels.
- At
or above minimum stock: Select this if you want inventory items
to be ordered only if they are at or above minimum stock levels.
- And set order
quantity: Choose one of the following options, if desired, or accept
the default:
- Greater
of reorder quantity and quantity needed to bring to minimum: Select
this if you want the quantity of an item reordered to be whichever is
greater: the default reorder quantity or the amount needed to bring the
item to minimum stock quantity. This is the default setting.
- Bring
quantity up to minimum stock: Select this if you want the quantity
of an item reordered to be that needed to bring it to minimum stock quantity.
Note: If Stock status is set to At or above minimum stock, this setting will be ignored.
- Reorder
quantity: Select this if you want the quantity of an item reordered
to be that needed to bring it to the default reorder amount.
Note:
For some of the Stock status settings,
this setting will be ignored.
- Quantity
needed to fill SOs only: Select this if you want the quantity of
an item reordered to be that needed to fill only outstanding customer
sales orders.
- When all selections are correct, click OK.
The Select for
Purchase Orders window appears; here, you can choose the purchase
orders you want to create and print and/or email to vendors. Tell me more about this.
What do you want to do next?