Here’s a strange one for all…
I was asked if a Sales Order (SO) can be created from a PO? I’m not sure. I know a Job is linked to a PO and that a Job can be created from a SO, but what if you have the PO first can one create the SO from the PO?
Also additionally can an Invoice be created directly from a SO? I know you have to have a SO then receipt (Customer Shipment Entry) against it to get Pack ID to pull from to create the AR Invoice. Just like you need the PO to receive (Receipt Entry) against to create an AP invoice.
Am I just confusing myself or am I on the right track above?
Thanks in advance.
Is the customer the same as the supplier on the PO?
No the PO is our supplier who will direct ship to our customer (SO).
Having the PO first is kind of odd… You’d have to make the SO manually, but then you can link the two.
In PO entry each PO Line has a “Buy To” type of either Stock, Job, or Other. Other used to be just for immediately expensed purchases. But now a SO release can be marked as But To Order (only is it is not a prt in the system, or is not a Qty Bearing part). Then on the PO line you enter the SO number, line and release.
As for your second question, you can create a Misc Invoice and tie it to the SO. Make sure to enter the SO info instead of the Customer info.
Well this is for our “parts sales” division which does things differently and we’re trying to use Epicor to capture the accounting aspects of all that they do. That’s why things are a bit more manual for them…I think it’s going to have to stay that way.
Thanks for the info
Don’t give up so quickly!
What info on a PO would you want copied to a SO created from that PO? Is it just the line info like PartNum, Description, Qty, etc…? Because you could use Copy and Paste to make that less painful…
Think about what info you’d need to make a SO. CustID (assuming the cust already exists), ShipTo (if different from the Cust’s default ShipTo), ShipVia, etc…
Where would that info come from when trying to make a SO from a PO?
If you had a real need for this, you could make a BPM with a BPM Form (to allow a user to enter all that SO header info). Then the lines could be copied from the PO to the SO.