Hi,
I have 2 questions with regards to Purchase Order in NAV 2009.
1) I was trying to find out a way to change the Purchase Order from Drop-Ship to regular Warehouse transaction. Is there a simple way of doing this, instead of deleting the Purchase Order and re-creating a new one? (like running some kind of a utility or changing certain field information)
2) How can I view the GL entry made after posting Purchase Receipt through Purchase Order window?
Thank you.
Kenji
0
Answers
Andwian
1) Create new Sales Order
2) Assign Purchasing Code of "Drop Ship"
3) Create new Purchase Order
4) Go to "Related Information >> Order >> Drop Shipment >> Get Sales Order" and link the Drop Ship Sales Line Item from #2
5) (The Purchaser changes his/her mind, and now would like to receive the items on Purchase Order to the Warehouse, instead of sending them to Customer directly)
6) Is there a way to change the already-created Purchase Order to Regular Order which received to Warehouse?
I'm currently running NAV2009 RTC, and in the Purchse Order window, I don't have the Order button available, is there some other place that I should look into?
Thank you!
Kenji
2. Delete the Drop Ship line.
3. Edit the Sales Order line so that it will not reflect the Drop Ship transaction. It is in: Related Information (Top-Left Menu beside of the Action Menu, i.e. the lightning symbol) | Orders | Receipts
Andwian
You should concetrate on the sales instead of the purchase order. The salesperson is the one who agrees with the customer how the goods should be shipped not the purchaser! Therefore all changes must be done in the salesorder, the purchase order merely reflects the sales conditions and executes them.
However, if the conditions have changed the only standard procedure is that the salesperson informs the purchaser of the change and the new conditions are put in manually.
3. Change the Sales Order as well so that it is not a Drop Ship line anymore
Ah yes, I forgot to mention that important part!
Thank you for pointing that out.
Andwian
Andwian
I've tried suggested methods, and I think I'll be able to work with it now.
Thanks!
Kenji
Andwian