We have a purchase order work flow issue. When a sales representative puts an item not in stock on a sales order, (and the items does not have a replenishment set), the item is set to back order. Our buyers do not know to order that item when the buyers are placing purchase orders. And the backordered item does not get ordered. Can Acumatica automatically put these backordered items an a Purchase Order? If not, how can Acumatica show us we need to put these backordered items on a Purchase Order?
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Two solutions to suggest -
The sales person can select ‘Mark for PO’ on the sales order and then ‘Purchase to Order’ for the PO Source. The buyer then uses the Create Purchase Orders process screen (PO505000) to combine IN Replenishment and the SO to Purchase plan Types to generate a single PO.
Alternately - insert a replenishment plan with a 0/0 min/max and then on the prepare replenishment screen (IN508000) you can could setup a filter to view Qty on Demand > 0 + Max Qty = 0 to view all demand against items without a true re-order point
You can set the system to auto allocate received items on purchase orders and it will make back ordered items on SO to open. There is a logic which allocates quantities purchased to sales order, first it allocates to any recent open SOs and then the remaining items allocates to back orders. There is a Replan Order checkbox on Inventory Preferences.
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