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Purchase Order Processing - The Amend deliveries option

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Summary

How to use the Amend deliveries option in the Purchase Orders module of Sage 50 Accounts Professional.

Description

Use the Amend deliveries option to place an order on-order, make orders as delivered or part delivered, cancel an order or reinstate a cancelled order.

NOTE:

The Purchase Orders module is only available in Sage 50 Accounts Professional. If you're interested in upgrading your software, leave your details and we'll be in touch.

 

Resolution

You can use the Amend deliveries option in Purchase orders to:

Place an order on-order

  1. Select the required order then press Amend deliveries.
  2. Select Order then press Close.

NOTE:

It isn't possible to part order a purchase order.

 

Mark an order as delivered or part delivered

A purchase order must be on-order before you can mark it as delivered.

  1. Select the required order then press Amend deliveries.

    This Delivery column shows the full quantities still to deliver by default.
  2. This Delivery column:
  • To record a part delivery, amend the quantities in the This Delivery column
  • To include only the items you want delivered, then press Deliver

    If Generate for all received (Default) is your default in your GRN options in Invoice & Order Defaults, the following appears:

    'Do you wish to update stock and record delivery for the selected order?'

  1. Select one of the following options:

    Yes - A GRN generates for this order, and is saved in the Deliveries tab in the purchase order. 

    Print Now to print the GRN, or press Print Later to continue processing and print it from the Deliveries tab later.

    No - Won't record the delivery of goods, update stock or produce a goods received note.

  2. Click Close to return to the Purchase Order window.

NOTE:

If your GRN options in Invoice & Order Defaults are set to Prompt at each received, Steps 2 and 3 are slightly different  -

 

Take an order off-order or reinstate an order

It isn't possible to cancel already delivered items. You can only cancel items that are on-order.

To cancel an order

To cancel an item on-order, you have to make it off-order.

  1. Select the required order then press Amend deliveries.
  2. Select Off Order then press Close.
To reinstate a cancelled order
  1. Select the required order then press Amend deliveries.
  2. Select Order then press Close.