Acumatica Solution: Purchase Orders for Less Quantity Than Sales Orders
This content explores a common Acumatica challenge: creating purchase orders (PO) for quantities less than the corresponding sales orders (SO).
(a) Challenges: Mismatched Quantities Between Sales Orders and Purchase Orders
When a client requests a PO with a lower quantity than the SO, it can pose a challenge for even seasoned Acumatica users. The interconnected nature of Acumatica means altering one element can have cascading effects on others. Linking SOs and POs can become intricate, making manual adjustments risky and time-consuming.
(b) Solution: Streamlining Purchase Order Creation in Acumatica
Splitting Sales Order Line Items: A functional consultant with Tayana Solutions, Krishna Shyamala, offers a solution using a specific Acumatica process. Her video tutorial demonstrates a method involving splitting the SO line items. This provides granular control over which portions of the SO are reflected in the PO, preventing errors from manual adjustments.
Leveraging the Drop Ship Option: After splitting the lines, the “Create Purchase Order” action is used with the “Drop Ship” option selected. This instructs the vendor to ship directly to the customer, simplifying the process. The generated PO will accurately match the reduced quantity specified after splitting the SO line.
Benefits of this Solution:
- Precision and Control: Splitting SO lines allows for selecting precise quantities for the corresponding PO.
- Error Reduction: This method minimizes the chance of errors associated with manual quantity adjustments.
- Efficiency: Drop shipping streamlines the process by eliminating a step.
- Accuracy: The resulting PO precisely reflects the client’s desired quantity.
About Tayana Solutions: Tayana Solutions is a leading Acumatica services partner with a team of experienced consultants. They assist businesses in implementing, customizing, and supporting Acumatica, ensuring optimal utilization. Contact Tayana Solutions at 678-910-2774 for consultation.