Reference No: 25466
(V 02.00.16-00)
Details
The statuses of Not-Available Items/Parts on various Orders (Rental Reservation, Sales Order, Work Order, and Part Sales) get automatically updated to Sold/Out when the Items/Parts are received from the Purchase Order window.
Configuration Settings
The statuses of Item/Part get automatically updated only if the Purchase Order Auto Ship check box in Configuration > General tab is selected, as shown in Figure 1.0.
Figure 1.0 Purchase Order Auto Ship Check Box Selected in Configuration
Sample Workflow
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Select the Purchase Order Auto Ship check box in Configuration module > General tab.
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Create a Sale Order [Order#1] from the Account module.
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Add an Item, (for example Item#1) which is not in stock. The Item line status is shown as Not Available, as shown in Figure 2.0.
Figure 2.0 Not Available Item on Order
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Right-click on the item line and select the option Assign. The Assign dialog box is displayed.
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Select the Transfer In/Purchase option and click OK. Assign window is displayed.
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Select the Purchase/Sub Rent tab in the Assign window and click on the New icon. A new line is added with Auto Ship check box selected by default from Configuration, as shown in Figure 2.1.
Figure 2.1 Auto Ship Option in Assign Window
Note: The Auto Ship column is newly added to the Assign Window > Purchase/Sub Rent tab.
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Tag a Vendor, save and exit the Assign window. A new Purchase Order [P-Order#1] is created.
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Open the Purchase Order [P-Order#1] and receive the Item [Item#1]. The item gets received, as shown in Figure 2.2.
Figure 2.2 Item Received in PO Window
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Verify the Status of Item#1 in the Order. The status is automatically updated to Sold, as shown in Figure 2.3.
Figure 2.3 Item Status Automatically Updated to Sold in Order Window
Note: The Auto Ship check box can also be manually selected or cleared from the Assign window or from the Purchase Order window.