Sales Order link to PO - Best Practice

[johnhugh]

Hello,

In Accpac 5.6 we can create a PO from an OE Sales order.
In the PO detail grid ever line item is linked to a sales order #.
When I receipt the items I receipt it against the PO number.

So far so good, but then it seems the loop is not closed. Is there no way that I can complete my order from the receipt somehow?

What is the recommended way to track what orders are ready for shipment if items have been on backorder?
How to make sure I'm not forgetting orders?

 

[ettienne]

No, the PO receipt windows does not ship OE orders.
You can print the OE Order Action report, play around with the options until you find a combination that works for you. For example set Item Status to All Items Available for Shipment.
You could also write a macro to automate the shipment process, or search for 3rd party products to do this. One site to browse is

http://web.bterrell.com/selfservicedata/component/componentCatalog.asp

 

[DjangMan]

One nice thing about using a macro to generate the PO is that you can link the OE DetailNum field to something like the drop ship email address on each detail line of the PO. Then you have a 1:1 that you can report on. That value will propagate to the PO receipt and then macro #2 can receive and invoice specific lines on the originating sales order.

If you've nothing to do for a few hours, that is.

 

[johnhugh]

Thank you for your ideas.