To Order from a Supplier against a Works Order

1. Do the Material Requisition for the Works Order, this places the demand on the stock.




2. Your Works Order status will now show 'MR' , Material Requisitioned.

3. Now do a Parts Spill of the Works Order, this will raise the Pro-forma Purchase Order, which allows you to raise the actual order.


4. We can now proceed to the actual Order Generation, which is 'Create Project P/O and Reqs'





5. Enter:

• Pro-forma number,
• Source = Requisition - Inventory
• Set Due Date (far right corner) to the date you require the goods, tick the box.
• Click on 'Display'
• Enter the supplier code. If you leave it blank then it will generate all supplier orders for this works order.
• Untick 'Only Order if Insufficient Stock'. If that's what you want!
• Enter the 'Delivery from' date.
• Enter the W/O number as the Reference, this will be displayed on the receiving advice & purchase order.
• You can keep playing with the filters until you are happy with what you have, just click on 'Display' to refresh the listing.

• Now you can Create any Purchase Orders
  • Click on 'Create P/O'.

6. Your purchase order is now available in the Purchase Order module.