Difference between revisions of "How do I transfer items out of the POP Account?"
From Catalyst
Tim Laundon (talk | contribs) (New page: {{Incomplete}} == Summary == This article sets out to explain how you transfer items out of the POP Account in the Purchase Order section of Platinum to the correct supplier, == More In...) |
|||
| Line 1: | Line 1: | ||
| − | {{ | + | {{Review}} |
| − | |||
== Summary == | == Summary == | ||
| − | This article sets out to explain how you transfer items out of the POP Account in the Purchase Order section of Platinum to the correct supplier | + | This article sets out to explain how you transfer items out of the POP Account in the Purchase Order section of Platinum to the correct supplier. |
== More Information == | == More Information == | ||
| − | Occasionally, when running re-order reports etc, a stock item may go to the Unallocated Orders Account (POP001) rather the relevant supplier if, for example, a supplier has not been set on a stock number. | + | Occasionally, when running re-order reports etc, a stock item may go to the Unallocated Orders Account (POP001) rather than the relevant supplier if, for example, a supplier has not been set on a stock number. |
| − | Alternatively, you will to carry out | + | Alternatively, you will need to carry out this process if your system parameters are set to "Order from Preferred Supplier - No", meaning each time you back-order parts, they will go straight to the POP Account and you must then transfer them to the preferred supplier. |
==Details== | ==Details== | ||
Go to "Order Processing" -> "Purchase Ordering" -> "Add or Edit Purchase Orders". | Go to "Order Processing" -> "Purchase Ordering" -> "Add or Edit Purchase Orders". | ||
| − | *In the {{DataPrompt|Account}} box, type {{DataValue|POP001}} and press {{KeyPress|Enter}} | + | * In the {{DataPrompt|Account}} box, type {{DataValue|POP001}} and press {{KeyPress|Enter}}. |
| − | *Move the cursor to the relevant Order No. and press {{KeyPress|F7}} to 'Edit' that order. | + | * Move the cursor to the relevant Order No. and press {{KeyPress|F7}} to 'Edit' that order. |
| − | *Cursor to stock item you wish to transfer out and then move the cursor to the far left hand column so it is next to the "=>" sign. | + | * Cursor to stock item you wish to transfer out and then move the cursor to the far left hand column so it is next to the "=>" sign. |
| − | *Press {{KeyPress|T}} to Tag the item(s) that you want to transferred out. | + | * Press {{KeyPress|T}} to Tag the item(s) that you want to transferred out. |
| − | *Press {{KeyPress|F8}} to bring up the "Transfer Purchase Items" window. | + | * Press {{KeyPress|F8}} to bring up the "Transfer Purchase Items" window. |
| − | *In the Supplier box, type the Account Code or name of the relevant supplier and press {{KeyPress|Enter}} | + | * In the Supplier box, type the Account Code or name of the relevant supplier and press {{KeyPress|Enter}}. |
| − | *Now press {{KeyPress|F2}} - At the 'Do you want to use the suppliers pricing' dialog box press {{Button|Yes}} | + | * Now press {{KeyPress|F2}} - At the 'Do you want to use the suppliers pricing' dialog box press {{Button|Yes}}. |
| − | *The item(s) you selected have now been transferred to the relevant supplier and you can continue to process the purchase order in the usual manner. | + | * The item(s) you selected have now been transferred to the relevant supplier and you can continue to process the purchase order in the usual manner. |
== See also == | == See also == | ||
Revision as of 10:15, 29 August 2008
 |
This article or section is under review. Be aware: Content may change as the document is reviewed. |
Contents
Summary
This article sets out to explain how you transfer items out of the POP Account in the Purchase Order section of Platinum to the correct supplier.
More Information
Occasionally, when running re-order reports etc, a stock item may go to the Unallocated Orders Account (POP001) rather than the relevant supplier if, for example, a supplier has not been set on a stock number.
Alternatively, you will need to carry out this process if your system parameters are set to "Order from Preferred Supplier - No", meaning each time you back-order parts, they will go straight to the POP Account and you must then transfer them to the preferred supplier.
Details
Go to "Order Processing" -> "Purchase Ordering" -> "Add or Edit Purchase Orders".
- In the "Account" box, type 'POP001' and press <Enter>.
- Move the cursor to the relevant Order No. and press <F7> to 'Edit' that order.
- Cursor to stock item you wish to transfer out and then move the cursor to the far left hand column so it is next to the "=>" sign.
- Press <T> to Tag the item(s) that you want to transferred out.
- Press <F8> to bring up the "Transfer Purchase Items" window.
- In the Supplier box, type the Account Code or name of the relevant supplier and press <Enter>.
- Now press <F2> - At the 'Do you want to use the suppliers pricing' dialog box press [Yes].
- The item(s) you selected have now been transferred to the relevant supplier and you can continue to process the purchase order in the usual manner.
See also
