The Auto PO Screen

Type of PO #'s to Use

Special Order
Select this for a customer order entered to "attach" the purchase order number to the customer order. This is highly recommended as it makes locating information much easier if only one number needs to be tracked.

Stock PO
Select this option if this order is for stock, or if the order will be assigned to more than one customer order invoice number. A computer generated purchase order number is created. All computer generated purchase order numbers will begin with #ST (Stock) and will be consecutively numbered by the computer.

Use as Sidemark

Choose one. The information entered on the purchase order in these fields will be transferred into the Side mark field on the inventory record. This makes identification easier, especially if roll tags will be produced and Sidemark is printed on the tag.

Assign to Customer Order Lines

If checked, this option will assign each purchase order line to the corresponding customer order line with the line status of "On Order."

Transfer Line Notes to PO Lines

A check here will copy notes attached to the customer order line to the corresponding purchase order line.

Transfer Line Notes to Inventory

A check here will copy line notes to the inventory record.

Transfer Line Areas to PO Cuts

If the system option Use Purchase Order Cuts is set to yes, the option to select this radio button and include the line area information to those cuts will be available

Line Note to Transfer

Select either Internal Line Notes or Custom Line Notes to the purchase order lines.

Import Ship-to from Customer Order

Checking this box gives the ability to select from the options.

Use Default Selection Method

This will go through to see if there is a ship to on the order line, if not it will check for a ship to on the store and then if not it will default to the Customer Order.

This will not apply to E-Commerce records.

To change the default method for non-E-Commerce records being generated, select an option shown below:

Import Builder Information from Customer Order

Import Builder Info from Sold-To Name

Choose this selection to import the Builder Information from the Original Customer Order to the PO record.

Import Subdivision Info from Ship-To Name
Choose this selection to import the Subdivision Information from the Original Customer Order to the PO record.