Purchase Order Generator: General Area

This section of the Purchase order generator includes the fields which are relevant to all received items.


Warehouse and stock section

Field/Button
Used for
Warehouse

Select a warehouse from the list of warehouses which you intend to refill.

  • For the selected warehouse, the system will compile a list of goods quantities of which are below the minimal.
  • You have to create a separate purchase order generator entry for each warehouse.
  • It is a required field. If a warehouse is not selected, you will not be able to save the document.
Check stock button
Click the button when you have chosen the warehouse you intend to refill. The system will compile a list of all goods that have to be repurchased for the chosen warehouse.

Purchase orders to generate section

Field/Button
Used for
Purchase manager
Select a purchase person from the list of your employees. This person will be responsible for the warehouse refill and their name will be copied to the respective field of all purchase orders, generated with the current purchase order generator entry.
Generate orders
Click the button when you have a list of goods that you intend to repurchase. The system will transform them into unposted purchase orders on the respective page.

Document-related information

Field

Used for

Number


Purchase order generator entry number is assigned automatically when you save the document based on the selected numerator.

Users with the appropriate permissions can override the auto-generated number and enter it manually.

After overriding the purchase generator entry number, automated numbering will proceed in the same manner but using the manually set number as a start value.

Date

Date field is automatically assigned the date when the new purchase order generator entry was created.

The date specified designates the posting date, the document date, and the date when the purchase order generator entry was created in the system.

  • You can override the auto-generated date and time and enter them manually.

Note

Add any extra details or comments about your purchase order generator entry.


More information
Create a New Purchase Order with a Purchase Order Generator
Purchase Order Generator: General Area
Purchase Order Generator