Creating an accumulative purchase order

Accumulative (AC) purchase orders allow you to special order a line item during order entry. For example, a customer orders a product that you do not have in stock. You know a local vendor has the product readily available. You can enter that line item on an accumulative purchase order. That AC purchase order can remain open for a designated period. This enables other sales representatives to add lines to the PO with ties back to their original order. When the designated period, or a line item limit, is reached, you can ship or deliver the items ordered to the customer(s).

  1. Select Sales > Entry > Order.
  2. InInitiate, complete the required fields, and click Next.
  3. In Select Products, select Line Entry > Advanced.
  4. In Product, specify the product.
  5. In Line Type, select Special.
    If the message Changing Line Type will reset all defaults. Continue? is displayed, click Yes.
  6. Specify the Quantity, Unit, and Price.
  7. Select the Sourcing view.
  8. In Product Source, select Purchase Order.

    Additional fields are displayed on the form.

  9. In Purchase Order #, to create a new accumulative purchase order, leave this field blank.
    Note: To tie this order to an exiting order, specify that PO number.
  10. In Document Disposition, select Pickup Accumulative PO.
  11. In the Purchase Order Information section, if there is an ARP vendor for the product, that vendor is displayed. Accept the default ARP vendor, or specify the vendor number. The vendor's phone and fax numbers are displayed.
  12. Specify a Ship From, if appropriate.
  13. Specify the appropriate Ship Via for this vendor.
  14. Specify the appropriate Freight Bill Account for this vendor.
    Note: If you have set up values for Ship Via, Freight Terms, and Freight Bill Account, then the freight bill account number autopopulates the field based on the values you specify in the Ship Via and Freight Terms fields. Set up these values in SA Table Code Value Setup and SA Freight Bill Account Setup.
  15. The Due Date defaults to the promise date, but you can override the date.
  16. Select Free on Board, if the vendor has agreed to relinquish title to the products after the products are shipped from the vendor’s warehouse. Clear this option if the vendor has agreed to retain the title until products reach your warehouse.
  17. Select Confirm, if you want the vendor to send a confirmation upon receipt of the purchase order.
  18. Click Submit.
  19. Click Add.

    Make note of the purchase order number in the alert message display.

  20. Click Review & Totals to verify tax data, specify any discounts or addons.
  21. Click Collect Payment to tender the order.
  22. Click Finish to complete the order.
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