Purchase to Order

Most GP users are familiar with the SOP-to-POP integration with which you can easily create a PO from a Sales Order. However I'm guessing that most users don't know that a similar function exists with which you can easily create PO's for a large number of sales documents at one time.

This is how you do it:

Navigate to the Sales Inquiry Restrictions screen: Inquiry >> Sales >> Restrict Sales Documents.

Create a range to select all the sales documents you want to be considered when creating PO's. You can create a new one or use an existing inquiry.



Click on the "Inquiry" button.

This screen will pop up that shows all the sales documents selected.

Next, click on the "Purchase" button, and the Purchase Order Preview screen will pop up; the same one you're used to with the SOP-to-POP function.

This can be very useful in a high volume distribution business.

I didn't know about it, until a client showed me. Neat stuff.

Changing Purchase Accounts on PO Receipts

If you want to change the purchases account on a PO receiving transaction but don’t want to go back to each line item to change the account, you can add additional distribution lines with the Type = OTHER. You would enter a credit to the default PURCH account(s) and then enter a debit to the new/correct account(s). This feature can also be used if additional accounting entries related to the transaction are needed (to record use tax, for example). As long as you use the OTHER distribution type and have the total debits = total credits for the additional entries, there won’t be any distribution error messages.