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Copy a purchase suggestion to a purchase order (DC1 Inventory Control)

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Purchase suggestions that have been created in DC1 Inventory Control can be copied to purchase orders in DC1 Distribution. This is achieved through, and controlled by the Copy to purchase order function in DC1 Distribution. Once they are copied, they can be maintained through the Purchase order maintenance routine.

Note: The Allow conversion field in the IC control file defines if purchase suggestion lines that are on review, i.e. for which Review status is set to YES, can be copied.

  • If this field is set to YES, then purchase suggestion lines can be copied even if the purchase suggestion line is marked for review.
  • If this field is set to NO, then copying of lines on review is not allowed. In this case, you must first go into the Purchase suggestion maintenance routine and change the review status before you can copy the lines.
  1. Select the Work with purchase orders menu item.
  2. On the main panel, click Add.
  3. On the Purchase order maintenance panel, click Copy to order to start the copy function.
  4. You access Work with purchase order, Purchase order copy. The following fields are mandatory:
    5. Suggestion number
    Enter the suggestion number of the purchase suggestion you want to copy.
    Order type
    Enter the purchase order type for the new order.
    Calculate disp date
    Indicate if the dispatch date should be calculated.
    Get new prices
    Indicate if new prices should be retrieved and updated on the order.
    Maintain new order
    Indicate if you want to access the order after the copying has been completed.

    Note: For the remaining fields, the system will retrieve information from the copied purchase suggestion. Tip: On this panel you can also enter the purchase order that you want to copy lines to. This gives you the ability to copy several suggestions to one order. Click OK.

  5. You access Purchase sugg. line selection for copy showing all lines in the selected purchase suggestion. You have several options on this panel:
    • Select the applicable line(s) and click Copy marked.
    • By using the selection fields at the bottom of the panel you can narrow down the number of lines. Click Copy selected to only copy those records shown by the system.
    • Click Copy all.
    • Click Maintain suggestion to maintain the purchase suggestion before you select the lines you want to copy.
    • Click Review codes to work with lines containing specific review codes. These codes define the review criteria for purchase suggestion lines. See About working with inventory control codes for information about how to set up these codes.

    Note: The system runs a copy control check during the actual copying. If any information is in error or you need to add information, the system prompts the panels with incorrect information.

  6. You access Work with purchase orders, Order lines where all copied purchase order lines are displayed. The system has created a new order, consisting of order lines, order header and order address from the purchase suggestion you copied. Exit the routine.

Result
When a purchase suggestion line is copied to a purchase order line, it is deleted from the suggestion. When all lines on a suggestion are copied, the entire purchase suggestion is deleted from the Purchase suggestion file.

What to do next?
See About purchase order entry for more information about purchase order handling.

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