How do I transfer items out of the POP Account?
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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 '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
