Navigation:  Sage 100 ERP Integrations > Purchase Order > Auto Generate from Service Orders > Default Settings

 

 

Use Default Settings for Auto Generate from Service Orders to set default values when generating purchase orders from service orders.

Service Entry Types to Generate From - Select one or more service entry types to include when generating the purchase orders, or select the All Types check box to include all service entry types.

Procurement Types to Generate - Select one or more procurement types to include when generating the purchase orders, or select the All Types check box to include all procurement types. These fields are available only if the Purchase Order and ASI Service Cneter modules are integrated with Inventory Management.

Product Types to Generate - Select one or more product types to include when generating the purchase orders, or select the All Types check box to include all product types. These fields are available only if the Purchase Order and ASI Service Center modules are integrated with Inventory Management.

Item Types to Generate - Select one or more item types to include when generating the purchase orders, or select the All Types check box to include all item types. The Inventory check box is available only if the Purchase Order and ASI Service Center modules are integrated with Inventory Management.

Include Drop Ship Lines - Select an option to determine whether to include drop-ship lines when generating the purchase orders.

Base Order Quantity On - Select the quantity type to base the order on. For drop-ship orders and noninventory items, the order quantity amount is based on the quantity entered on the service order.

Note In Inventory Management Options, if the Require Multiple Warehouses check box is cleared, Reorder Qty appears, if the Require Multiple Warehouses and Reorder by Warehouse check boxes are selected, Reorder Qty by Whse appears, and if the Require Multiple Warehouses check box is selected and the Reorder by Warehouse check box is cleared, the Reorder Qty for Default Whse appears.

Update Unit Cost With - Select one of the following options to indicate which unit cost to use.

Note When generating purchase orders for special items, the service order unit cost will be used unless the service order unit price is selected. When generating purchase orders for miscellaneous items, the standard unit cost will be used when Average Unit Cost, Costing Hierarchy, or Last Unit Cost is selected at this field.

Summarize Multiple Items by Line - Select this check box to summarize items that appear multiple times for a vendor and where the Drop Ship check box is cleared for the service order line item; one detail line is generated to order the total quantity for an item included on multiple service orders in the entered range. Clear this check box to generate a separate detail line for each item when the same item is ordered on multiple service orders. This field is available only if an option other than Only is selected at the Include Drop Ship Lines field.

Include Expired Service Orders  - Select this check box to include expired service orders. Clear this check box to exclude expired service orders.

Note If the RMA expiration date on the service order is prior to the system date, the service order is expired.

Summarize Drop Ship Lines by Vendor - Select this check box to include items that appear multiple times on the same service order with the same vendor in one drop-ship purchase order. Clear this check box to create a purchase order for each item. This field is available only if an option other than No is selected at the Include Drop Ship Lines field.

Update Unit Cost with Svc Unit Cost for Drop Ship Lines - Select this check box to update the purchase order unit cost with the service order unit cost for drop-ship orders only. Selecting this check box will override the selection made at the Update Unit Cost field for drop-ship lines only. Clear this check box if you do not want to update the purchase order unit cost with the service order unit cost for drop-ship orders. This field is available only if an option other than No is selected at the Include Drop Ship Lines field.

Note When the Summarize Drop Ship Lines by Vendor check box is selected, the unit cost on the item line must match in order to summarize it.

Add Service Order Customer Detail as a Comment Line - Select this check box to add the service order customer detail information as a comment line on the purchase order. Clear this check box if you do not want to add the service order customer detail information as a comment line. This field is available only if the Combine Service Orders by Vendor check box is selected in Purchase order Options and the Summarize Multiple Items by Line check box is selected.

Include Svc Comment Lines - Select whether to include comments originating from the service order on the purchase order.

Note When summarizing lines and/or combining service orders by vendor, each comment line for the item is included. For example, if there are three items that can be summarized and each has a corresponding comment line, three comment lines will appear on the purchase order following the item.

Include Service Order Item Line Comments - Select this check box to include the service order item line comments. Clear this check box to exclude the service order item line comments. This field is not available if the Summarizing Multiple Items by Line or Summarizing Drop Ship Lines by Vendor check box is selected.

Format PO Header Comment With - Select the format of the purchase order header comment to use when generating the purchase order.

These settings become the default settings in Auto Generate from Service Orders and when the Generate PO feature is used in Service Order Entry.