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 out of the "POP001" - Unallocated Orders Account in the Purchase Order section of Platinum to the correct supplier. |
== More Information == | == More Information == | ||
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* 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. | ||
− | * | + | * Move to the 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 | + | * Press {{KeyPress|T}} to Tag the item(s) that you want to transfer 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}}. |
Revision as of 11:39, 3 December 2008
Contents
Summary
This article explains how to transfer items out of the "POP001" - Unallocated Orders 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.
- Move to the 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 transfer 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 'Do you want to use the suppliers pricing?' 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