Hi Robyn, 

There are a couple ways you can use the "Generate PO From SO":

1. As a drop shipment from Vendor to the Customer - Your sales order should be set up as a drop shipment, and the Vendor and Vend Addr should be selected on the Line/Delivery tab
2. As a regular Sales order that will require a PO - Your sales order will be set as Ship and you will have to check the Generate PO on the Line/Delivery tab with Vendor/Vend Addr

Once you select the appropriate options in Sales Order you can run the task "Generate PO From SO" and select to include which option(s) are appropriate (drop shipments and/or standard orders)


We are always adding new Sage 500 blog items to our website, this would be a good one to add, but you can search the many we already have out there here.

Jennifer

On the 'regular' sales order that will require a PO it creates the next available PO number.  RIght now we are manually creating the POs and giving them a PO Tran no of DSorder#  then when the parts come in from the vendor our receiving department knows that it needs to be received and sent to shipping to ship out with the regular sales order.  If we switch to this what are some options for alerting Receiving that this needs to go to Shipping since there's no DS# for them to refer to.  Thanks!

On the 'regular' sales order that will require a PO it creates the next available PO number.  RIght now we are manually creating the POs and giving them a PO Tran no of DSorder#  then when the parts come in from the vendor our receiving department knows that it needs to be received and sent to shipping to ship out with the regular sales order.  If we switch to this what are some options for alerting Receiving that this needs to go to Shipping since there's no DS# for them to refer to.  Thanks!