Difference between revisions of "How do I transfer items out of the POP Account?"

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== Summary ==
 
== Summary ==
 
This article explains how to transfer items from the Unallocated Orders Account in the Purchase Order section of Platinum to the correct supplier.
 
This article explains how to transfer items from the Unallocated Orders Account in the Purchase Order section of Platinum to the correct supplier.
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{{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 ==
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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.
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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}}.
  
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Alternatively, you will need to carry out this process if your system setting {{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.
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This will happen under the following scenarios:
  
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* You have not enabled the Platinum setting for {{DataPrompt|Preferred supplier ordering}}.
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* The item has no linked suppliers
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== Transferring items ==
 
Go to {{Menu|{{PO}}|Add/Edit/Process Purchase Orders}}.
 
Go to {{Menu|{{PO}}|Add/Edit/Process 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}}.
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* Move the cursor to the relevant Order No. and press {{KeyPress|F7}} to edit the order. The order number will normally include {{DataValue|99999999}} in it, along with your depot code.
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* Select the order to amend and click {{Button|Edit}}
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* Move to the stock item you wish to transfer out and then move the cursor to the empty column to the left of the {{DataPrompt|Stock Code}}.
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{{Tip|text=As this is a system default account The order number will normally include {{DataValue|99999999}} in it, along with your depot code.}}
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* 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|T}} to Tag the item(s) that you want to transfer out.
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* Press {{KeyPress|S-F9}} to bring up the "Transfer Purchase Items" window.
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* Press {{KeyPress|S-F9}} and click {{Button|Transfer}}
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* In the {{DataPrompt|Supplier}}, type the Account Code or name of the relevant supplier and press {{KeyPress|ENTER}}.
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* The {{Tab|Transfer Purchase Items}} window will appear.
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* Press {{KeyPress|F2}} at {{DataPrompt|Do you want to use the supplier's pricing?}} and then press {{Button|Yes}}.
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* If you have tagged a single item the system will display the linked suppliers for the part.
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** Arrow key up or down to the supplier to order from and press {{KeyPress|F2}}.
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* If you have tagged more than one item you will need to specify the supplier.
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* At {{DataPrompt|Supplier}}, enter the Account Code or [[How do I find a supplier?|search]] by pressing {{KeyPress|C-F1}}.
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* Press {{KeyPress|ENTER}} to move onto the {{DataPrompt|Order no}} field.
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* 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.
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* Press {{KeyPress|ENTER}} or {{KeyPress|F2}}
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* 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.
 
* 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.
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{{Note|text=This process can be used whenever you want to transfer items from one purchase order to another - it is not specific to the {{DataValue|POP001}} account.}}
 
  
 
== See also ==
 
== See also ==
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{{KB_Tags|purchase orders, processing, pop account, transfer, unallocated, order, orders}}
 
{{KB_Tags|purchase orders, processing, pop account, transfer, unallocated, order, orders}}
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{{FAQ}}{{KB_OP}}
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{{FAQ}}{{How}}{{KB_OP}}
  
 
{{KB_Ref|OP82, PO91}}
 
{{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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Keywords AND Misspellings
purchase orders, processing, pop account, transfer, unallocated, order, orders
Tags

OP82, PO91

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