Difference between revisions of "How do I transfer items out of the POP Account?"
From Catalyst
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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. | 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 | + | Alternatively, you will need to carry out this process if your system parameter {{DataPrompt|Order from Preferred Supplier}} is set to {{DataValue|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. The order number will normally include {{DataValue|99999999}} in it, along with your depot code. |
* 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. | * 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 transfer out. | * 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}}. | ||
| − | * | + | * Press {{KeyPress|F2}} at {{DataPrompt|Do you want to use the supplier's pricing?}} and then press {{Button|Yes}}. |
| − | * The item(s) you selected | + | * 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 == | ||
Revision as of 11:43, 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 parameter "Order from Preferred Supplier" is set to '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. The order number will normally include '99999999' in it, along with your depot code.
- 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>.
- Press <F2> at "Do you want to use the supplier's pricing?" and then press [Yes].
- 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
