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 out of the "POP001 - Unallocated Orders Account" in the Purchase Order section of Platinum to the correct supplier. | 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. | ||
Revision as of 18:40, 29 April 2012
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This article or section is under development. Be aware: Content will change as the document progresses. |
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
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/Edit/Process Purch. 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 Template:DataPromp.
- 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
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Tags
OP82, PO91
