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How to create a Purchase Order for an Assembly

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Create a Purchase Order directly from an Assembly to fulfil component stock on a per production basis. 

  1. Once an Assembly has been created, click "Purchase" in the top right corner.


  2. A "Create Purchase" pop-up window will show. 



  3. Make any necessary adjustments to the auto-populated "Create Purchase" window by clicking on any of the following fields:
    • Supplier Code or Supplier Name: If the component has a default Supplier set in it's product record, the Supplier will automatically populate. The Purchase Unit set as default for the default Supplier will also populate automatically. 
    • Purchase Qty: The Purchase Quantity shown will populate from the Assembly's component quantity, regardless of the component's available stock, in line with the Purchase Unit displayed.
      If a component doesn't require purchasing, update the Purchase Qty to zero. 

  4. Click the green "Create Purchase" button and a Parked Purchase Order will be created per Supplier for the components listed with a Purchase Qty's. A quick-link to each Purchase Order will be available in the pop-up window.


  5. Review each Parked Purchase Order and update their status to Placed once confirmed correct and due to be received from your Supplier. 

For more details on managing Purchase Orders, see Add a Purchase Order.

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