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Add option for default PO Source on SO line with a Non Stock Item

Currently, the "PO Source" field is automatically set to "Drop Ship" as soon as the "Mark for PO" field is checked for a non-stock item on an SO order.

 

The global scope of this behavior (it applies to all items) is an imposition for any user who needs to drop-ship some items, but not most of them.

 

To provide maximum flexibility, an option should be added to select the default value of the "PO Source" field ("Purchase to Order".or "Drop Ship"). Ideally, the option would ‘flow” from the Item Class to the Item.

 

 

  • Amir Friedman
  • Nov 10 2015
  • Planned
  • Attach files
  • Tim Rodman commented
    February 15, 2017 13:15

    It would also be nice to have this option on Stock Items as well. So two default fields on the Stock Items and Non-Stock Items screens: Mark for PO and PO Source. These new fields would drive the defaults on a sales order line. And having them on the Item Class screen would be icing on the cake.

  • Ekaterina (Kate) Stepalina (Product Manager Project) commented
    February 15, 2017 14:04

    Thank you for posting the idea.

    We are planning to support the requested scenarios, cannot tell ETA yet, but it will be relatively soon.

  • Douglas Johnson commented
    February 15, 2017 15:10

    Good news: the ability to automatically select 'mark for PO' and select the appropriate 'PO Source' when you enter a stock item on a sales order already exists. Here is the process to set it up:

    1. Create a Replenishment Class called "DROPSHIP" and select Drop-Shipment as the replenishment class. (you could also create a class that defaults to Purchase to Order)

    2. Create a Warehouse and set the Replenishment Class equal to the value you created in step 1.

    3. Optional: Create an Item Class that uses the Replenishment Class and Warehouse that you created in steps 1 &2. This is optional because you can manually set these values for each stock item.

    4. Create a stock item and select the item class OR manually set the warehouse and Replenishment Info.

    Results: when you enter a Sales Order and add an item, the mark for PO and PO Source are defaulted.

    Note for Non-Stock Items: Non-Stock items do not have a 'Replenishment Info' tab like the stock items do. Therefore the INItemRep table does not get automatically populated like it does for stock items. Our support team has a SQL script that can be used. To get this create a support case and reference case #029899.