Create Invoice from Purchase Order and Create Stock Requisition

We will create a purchase order that is not attached to a job. Then we will amend the Purchase order to add the job, and then create an invoice from it. In this way we can delay the stock requisition until the invoice is processed.

1.   Open Purchase Orders

2.   Click on New and select a supplier

3.   Click on the Details tab and click the Add Line button and enter a Job and product

4.   Click OK and click Yes to commit

5.   Close the Next Supplier window, and the Invoice/Order/Quote Maintenance Selections window

6.   Click Refresh, and open the purchase order we have just created

7.   Enter the quantity delivered in the Qty Del column

8.   Click OK and Yes to commit the purchase order

9.   Right click on the Purchase Order and choose Create Invoice From

10. Click on the Details tab

11. Enter the quantity invoiced, in the Inv column

12. Click OK and the Stock Requisition screen will be displayed.
Edit the sales order to replicate the detail on Purchase Order line

13. Click on OK to confirm and leave the Stock Requisition window