How to Create Purchase Order in Unisolve / Cross
“Purchase Order” is an important document for controlling business purchases. In this process, we’ll define how to Create purchase order, highlight key benefits to using “Purchase Order” auto calculation options, and explain the key steps in the “Purchase Order” process.
Step 1:= For make Purchase Order goes to Purchase-> Purchase Order -> Order Form (CTRL_F2) after that select Supplier name and select the Calculation Rate you want to create order likes as (Sales Rate, Purchase Rate, MRP, Net Rate, Inst. Rate) Mostly select Purchase Rate in this caption. After that select type “Y” in “Auto Create” caption as per your requirement. (Last Sales Basis, Min Level, Given Qty) mostly Users can make Purchase Order on Last Sales Basis. Image as per below:
We have explained you how to generate Purchase Order as per given steps:
A – Last Sales Basis:-
A Last sales order indicating that the customer is now ready to purchase products. It is a confirmation order that authorizes sale of listed items for the given date.
Step A:-
Step B: = Now Reorder windows will appear you can see your order quantity product wise and current quantity and sales quantity but you can also see your last sales quantity of particular days like as (2 days and more )
In this window you can also edit order quantity for use enter key
Step C: = Now your order create as per your requirement of your sales basis but if you wants to modify order qty of a particular product you can enter of those product and change the quantity and you can also see the current quantity or last sales quantity of the product as per show below image
B – Min Level Basis:-
The requirement is for certain vendor (not for all of them), a certain total amount should be reached in the creation of the purchase order. If the total amount is lesser, the total amount should be the limit and difference apportioned among the items included in the purchase order.
Note: = Minimum or Maximum quantity will we define in product master as per show image
Step A: When you select Min Level for create purchase order it will create order as a lowest quantity order likes as following image
Now your order create as per your requirement of your minimum quantity basis but if you wants to modify order qty of a particular product you can enter of those product and change quantity and it will also show your maximum or minimum as per show below image
C – Given Quantity Basis:-
Step A: When you select given quantity Level for create purchase order. A window will appear “Enter Quantity” and enter the Order Quantity. Order will create as the Order Quantity (Enter Quantity) - Current quantity = Order
Now your order create as per your requirement of your given quantity basis but if you wants to modify order qty of a particular product you can enter of those product and change quantity and it will also show your maximum or minimum as per show below image
****************Now Enjoy With Purchase Order and Controlling Business purchasing*************
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SWIL Team
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