Sales order to expanded purchase order (SO expanded PO)

Create purchase order data for sales order data on the [SO expanded PO] screen. For the purchase order method, select either "sales order simultaneous purchase order" to create one purchase order data item from one sales order data item, or "product expanded purchase order" to create purchase order data for each structure of sales order goods.
→To Operation Procedure

Screen Transition

[Purchase Order Module]
  ↓
[Entry]
  ↓
[Expanded Purchase Order (Sales Order Searching (from/to)]
  ↓
[Expanded purchase order searching (from/to)] screen
    "Start" button → [Sales order searching (Object list) (Expanded purchase order)] screen
        "Start" button → [SO expanded PO] screen

Item setup

[Sales order information]

• Sales order internal No., Sales order No.
  Displays information about the sales order data selected with the [Sales order searching (object list) (expanded purchase order)] screen.
• Purchase order method
  Select "Sales order goods" to create a "sales order simultaneous purchase order" or "Expand subsidiary goods" for a "product expanded purchase order."

[Sales order information] - spreadsheet

Displays the following information about the sales order data selected with the [Sales order searching (object list) (expanded purchase order)] screen. Details of a type other than "Merchandise" are displayed in gray and cannot be a target for expansion.

• Expand sub goods
  Checkbox is ON for sales order data targeted for an expanded purchase order.
• Ordered
  After clicking the "Start" button to create a "sales order simultaneous purchase order," the "Ordered" checkbox will be checked ON. A "SO expanded PO" cannot be created when the "Ordered" checkbox is ON.
• Expanded sub goods
  After clicking the "Start" button to create a "product expanded purchase order," the "Expanded sub goods" checkbox will be checked ON. A "product expanded purchase order" cannot be created when the "Expanded sub goods" checkbox is ON. However, it is possible to create a "product expanded purchase order" for unordered purchase order data in the [Purchase order information] spreadsheet.
• Goods/Charges code, Name
• Goods/Charges type
  Displays either "Merchandise," "Charges," or "VAT."
  Details of a type other than "Merchandise" cannot be a target for expansion
• Approval status
  Displays either "Released," "Compulsorily released," or "Released at sales order."
  "Approval status" is "(Blank)" when the sales order data is on "HOLD" or "Re-HOLD."
• Packing Qty, Packing unit, Qty
  Displays "(Blank)" when the goods in the specified sales order data are entered with "Unit conversion," and displays the "packing quantity," "packing unit," and "quantity" registered in [Register packing unit] in the [Logistics master module] when entered with "Packing conversion."
• Unit Qty
  Displays the "quantity" x "packing quantity" when the goods in the specified sales order data are entered with "Packing conversion."
• Std unit
• Product structure code, Name
  Enter only when the "Expand subsidiary goods" checkbox is ON. Registration is not possible when the product structure of the sales order goods is not registered with [Register product structure] in the [Logistics master module].
• Standard composition Qty, Std unit
• Packing composition Qty, Packing unit
• Required Qty
• Delivering date

[Purchase order information] - spreadsheet

Displays purchase order data based on the sales order data as well as specified content in the [Sales order information]. Enter and modify necessary items.

• Purchase order
  Checkbox is ON for purchase order data targeted for an expanded purchase order.
• Ordered
  After clicking the "Start" button to create either a "sales order simultaneous purchase order" or a "product expanded purchase order," the "Ordered" checkbox will be checked ON. A "sales order simultaneous purchase order" or "product expanded purchase order" cannot be created when the "Ordered" checkbox is ON.
• Detail type
  Displays the initial "detail type" of the specified sales order data.
• Payee code, Name
  Displays the vendor registered for initial display with "Register goods" as the payee.
• Vendor code, Name
  Displays the vendor registered for initial display with "Register goods."
• Dept code, Name
  Displays the initial "dept code and name" of the specified sales order data.
• In charge code, Name
  Displays the initial "in charge code and name" of the specified sales order data.
• Delivering Destination type
  Displays the initial "delivery destination type" of the specified sales order data.
• Delivering Destination, Name
  Displays the initial "delivery destination and name" of the specified sales order data.
• Internal No., Purchase order No., Purchase order No. (prefix No.), Purchase order No. (numbering)
  Click the "Start" button to display numbering information of registered purchase order data.
• Row No.
  Click the "Start" button to display the row number of details for an expanded purchase order.
• Goods group
• Goods/Charges code, Name
  Displays the code for each type according to the "Goods/Charges type" in the [Sales order information].
• Charges type, Taxable type code, Name
  Displays information on charges entered with sales order data when the "Detail type" in the [Purchase order information] is "Charges."
• Tax type
  Select either "None," "External," or "Internal."
• Required Qty
  Displays the "unit quantity" in the [Sales order information] when the specified sales order data is "unit conversion," or the "package quantity" in the [Sales order information] when the specified sales order data is "packing conversion."
• Unit
  Displays the "standard unit" in the [Sales order information] when the specified sales order data is "unit conversion," or the "packing unit" in the [Sales order information] when the specified sales order data is "packing conversion."
• Purchase order Qty, Unit
  Displays the initial "required quantity" and "unit."
• Currency
  Displays the initial "currency" of the specified sales order data. The currency can be changed.
• Rate type
  A "rate type" can be selected when a currency other than the standard currency has been selected.
• Exchange rate
• Unit price setup, Current unit price, Amt before tax, Tax Amt, Delivering date
  Displays information about the specified sales order data.

[Buttons]

• Name1/2
• Set all
• Cancel all
• Add row
• Del row
• Clear
• Detail
  After purchase order data has been registered by clicking the "Start" button, select and click purchase order data with the "Ordered" checkbox ON to display the [Purchase order entry] screen and confirm the details of purchase order data.
• Start (in [Sales order information])
  Click to create purchase order data for sales order data that has the "Expand sub goods" checkbox ON.
• Start
  Click to create an expanded purchase order for purchase order data that has the "Purchase order" checkbox ON.
• Exit