Purchase Order Entry - Copy field descriptions

The fields are listed in alphabetic order.

Purchase Order #

Specify the number of the purchase order to copy. You can copy any purchase order type in any stage.

If you copy a blanket Order (BL), the new BL is in Stage 0-Entered. Only the BL is duplicated. Associated blanket releases (BR) are not copied to the new purchase order.

New Purchase Order Information

Bill To Warehouse

Specify the location to which the vendor should send the invoice. The ship to and bill to locations are usually the same, but they can be different.

The bill to address is displayed in the header of the purchase order. You cannot override the bill to address unless you change the order. The bill to location is validated in Product Warehouse Description Setup.

Buyer

Specify the buyer that is responsible for purchasing the products in the product line on the purchase order. The buyer reviews the line and determines which products qualify on the purchase order. If you specify a valid product line and ship to warehouse, the default value from Product Line Setup is displayed.

Canceled Lines

Specify the action that must be taken for canceled lines when you copy a purchase order. The line numbers are arranged consecutively. You can select one of these options:

• Copy Canceled Lines and set to Active: The canceled lines of the original purchase order are copied to the new order and set to Active. This is the default value.
• Copy Canceled Lines and set to Canceled: The canceled lines of the original purchase order are copied to the new order and set to Canceled.
• Do Not Copy Canceled Lines: The canceled lines of the original purchase order are not copied to the new order.

Only the copy of nonstock lines to the new purchase order is affected by the Order or WT Required When Nonstock Item Entered on PO option in SA Administrator Options-Documents-Purchase Orders-Entry Defaults. This table shows the effects of this option:

Order or WT Required When Nonstock Item Entered on PO	Canceled Lines setting	PO copy
Selected	Copy Canceled Lines and set to Active	Nonstock lines are not copied to the new purchase order
Selected	Copy Canceled Lines and set to Canceled	Nonstock lines are not copied to the new purchase order
Selected	Do Not Copy Canceled Lines	Nonstock lines are not copied to the new purchase order
Clear	Copy Canceled Lines and set to Active	Nonstock lines are copied to the new purchase order and set to Active
Clear	Copy Canceled Lines and set to Canceled	Nonstock lines are copied to the new purchase order and set to Canceled
Clear	Do Not Copy Canceled Lines	Nonstock lines are not copied to the new purchase order

Convert to

Specify the type of purchase order to create.

Copy Comments

Select this option to copy the comments from the original purchase order to the new purchase order.

Copy NCNR

Select this option to copy the NCNR flag from NCNR lines on the original order to the new order. If you do not select this option, the NCNR value from the Product Setup record is used.

If there are multiple product records, this hierarchy is used to assign the value:

1. Product Warehouse Product Setup
2. Product Setup
3. Product Catalog Setup

If no record is found with the NCNR option selected, the NCNR option is blank for the new order line.

To access this option, Yes must be selected in the Allow Entry of NCNR field on your operator record.

Copy Notes

Select this option to copy the notes from the original purchase order to the new purchase order.

New Purchase Order Vendor #

Specify the vendor to use on the new purchase order. The default value is copied from the original purchase order, but you can change it. The vendor must have a Vendor Setup record and be active.

Product Line

Specify the product line to use on the new purchase order. The default value is copied from the original purchase order, but you can change it.

Reprice

Select this option to reprice the new purchase order, based on the most current records. If you do not select this option, the prices are copied from the original purchase order to the new purchase order.

We recommend that you select this option when you copy an order that was auto vendor repriced.

Ship From

Specify the ship from to use on the new purchase order. The default value is copied from the original purchase order, but you can change it. The ship from must have a Vendor Ship From Setup record and be active.

Ship To Warehouse

Specify the warehouse to receive the order. The default value is from the last purchase order that you entered.

The ship to is validated in Product Line Setup and Product Warehouse Description Setup. If your company is divisionalized, the division number of the warehouse is validated against SA Table Code Value Setup records.