Assigning Inventory from Purchase Orders

Inventory>File>Purchase Orders>Assign Inventory

To assign inventory:

1. Single left-click on the desired purchase order to select it.
2. Click on the Assign icon.
3. The Order Line Selection screen appears.
4. Select the correct customer order number and line by double-clicking on it.
5. Make any needed changes to the length or quantity.
6. Click OK to accept.
7. Click Yes to complete the assignment.
8. Click on the Done icon when you are finished assigning lines.

Assign Inventory
Reserving On-Order Material: After adding each special order purchase order line, be sure to assign it or 'attach' it to a customer order. When a purchase order is entered, an On Order record is created in the inventory file.

When looking up that particular roll/item, the roll/item number is identified by the purchase order number. If the purchase order number is the same as the customer order number, all three documents, the purchase order, the On Order inventory record, and the customer order will bear the same identifying number. Once the roll has been received, the roll/item number must be changed.