Difference between revisions of "How do I transfer items out of the POP Account?"
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== Summary == | == Summary == | ||
| − | This article | + | This article explains how to transfer items from the Unallocated Orders Account in the Purchase Order section of Platinum to the correct supplier. |
| + | |||
| + | {{Tip|text=The instructions for how to transfer items also applies to move items out of an existing order into a new or existing order for the same or a different supplier. }} | ||
== More Information == | == More Information == | ||
| − | Occasionally, when running re-order reports | + | Occasionally, when running re-order reports or backordering goods for customers or workshop jobs,a stock item may be added to an order under the supplier {{DataValue|POP001 - Unallocated Orders Account}}. |
| − | + | This will happen under the following scenarios: | |
| − | == | + | * You have not enabled the Platinum setting for {{DataPrompt|Preferred supplier ordering}}. |
| − | Go to | + | * The item has no linked suppliers |
| − | * In the {{DataPrompt|Account:}} box, type {{DataValue|POP001}} and press {{KeyPress| | + | |
| − | * | + | == Transferring items == |
| − | * | + | Go to {{Menu|{{PO}}|Add/Edit/Process Purchase Orders}}. |
| − | * Press {{KeyPress|T}} to Tag the item(s) that you want to | + | * In the {{DataPrompt|Account:}} box, type {{DataValue|POP001}} and press {{KeyPress|ENTER}}. |
| − | * Press {{KeyPress| | + | * Select the order to amend and click {{Button|Edit}} |
| − | * | + | |
| − | * | + | {{Tip|text=As this is a system default account The order number will normally include {{DataValue|99999999}} in it, along with your depot code.}} |
| − | * The item(s) you selected | + | |
| + | * Move to the stock item to transfer out and ensure your cursor is in the column to the left of the {{DataPrompt|Stock Code}}. | ||
| + | * Press {{KeyPress|T}} to Tag the item(s) that you want to transfer out. | ||
| + | * Press {{KeyPress|S-F9}} and click {{Button|Transfer}} | ||
| + | * The {{Tab|Transfer Purchase Items}} window will appear. | ||
| + | * If you have tagged a single item the system will display the linked suppliers for the part. | ||
| + | ** Arrow key up or down to the supplier to order from and press {{KeyPress|F2}}. | ||
| + | * If you have tagged more than one item you will need to specify the supplier. | ||
| + | * At {{DataPrompt|Supplier}}, enter the Account Code or [[How do I find a supplier?|search]] by pressing {{KeyPress|C-F1}}. | ||
| + | * Press {{KeyPress|ENTER}} to move onto the {{DataPrompt|Order no}} field. | ||
| + | * The system will generate a new order. To add to an existing order enter the number if known else use {{KeyPress|F1}} or {{KeyPress|S-F1}} to scroll through open orders for the supplier. | ||
| + | * Press {{KeyPress|ENTER}} or {{KeyPress|F2}} | ||
| + | * At the message {{DataPrompt|Do you want to use the supplier's pricing?}} click {{Button|Yes}} else click {{Button|No}} to retain the pricing per the order you are transferring from. | ||
| + | * The item(s) you selected will be transferred to the relevant supplier and you can continue to process the purchase order on their account in the usual manner. | ||
== See also == | == See also == | ||
| − | *[[How do I find a supplier?]] | + | * [[How do I find a supplier?]] |
| + | * [[How do I Split an Order Item?]] | ||
| + | |||
| + | {{KB_Tags|purchase orders, processing, pop account, transfer, unallocated, order, orders}} | ||
| + | {{FAQ}}{{How}}{{KB_OP}} | ||
| − | {{ | + | {{KB_Ref|OP82, PO91}} |
Latest revision as of 06:30, 17 March 2022
Summary
This article explains how to transfer items from the Unallocated Orders Account in the Purchase Order section of Platinum to the correct supplier.
 | The instructions for how to transfer items also applies to move items out of an existing order into a new or existing order for the same or a different supplier. |
More Information
Occasionally, when running re-order reports or backordering goods for customers or workshop jobs,a stock item may be added to an order under the supplier 'POP001 - Unallocated Orders Account'.
This will happen under the following scenarios:
- You have not enabled the Platinum setting for "Preferred supplier ordering".
- The item has no linked suppliers
Transferring items
Go to " Purchase Order Processing Add/Edit/Process Purchase Orders".
- In the "Account:" box, type 'POP001' and press <Enter>.
- Select the order to amend and click [Edit]
| As this is a system default account The order number will normally include '99999999' in it, along with your depot code. |
- Move to the stock item to transfer out and ensure your cursor is in the column to the left of the "Stock Code".
- Press <T> to Tag the item(s) that you want to transfer out.
- Press <Shift+F9> and click [Transfer]
- The [Transfer Purchase Items] window will appear.
- If you have tagged a single item the system will display the linked suppliers for the part.
- Arrow key up or down to the supplier to order from and press <F2>.
- If you have tagged more than one item you will need to specify the supplier.
- At "Supplier", enter the Account Code or search by pressing <Ctrl+F1>.
- Press <Enter> to move onto the "Order no" field.
- The system will generate a new order. To add to an existing order enter the number if known else use <F1> or <Shift+F1> to scroll through open orders for the supplier.
- Press <Enter> or <F2>
- At the message "Do you want to use the supplier's pricing?" click [Yes] else click [No] to retain the pricing per the order you are transferring from.
- The item(s) you selected will be transferred to the relevant supplier and you can continue to process the purchase order on their account in the usual manner.
See also
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Tags
OP82, PO91
