Booking in

How to use Sage to book in a P.O

Difficulté

Easy Facile

Durée

5 minute(s) minute(s)

Étape 1 - Open Sage 50 Manufacturing

Étape 2 - Click on Traceability tab

Étape 3 - Click on 'Receive'

Étape 4 - Enter P.O number from Supplier Delivery note

Once this is entered press the 'Tab' on the keyboard

Étape 5 - Populate what needs to be booked in

Fill out the column of Quantity Received on each line for each part code, using the Delivery note supplied.

Étape 6 - Save

Click save to load up the allocations information.

Étape 7 - Allocations

if no allocations are needed, click ok to continue. These parts will go into stock.

If the parts are needed for and running Job Cards for a pick, a list will appear showing the quantities required of each part for specific Job cards numbers.

Populate the allocations as required then click ok.

...Please make sure the allocations are correctly and only populated to Job cards that have a pick bin available. If there is no pick bin for the job card, zero the allocation and put the part into stock.

Étape 8 - Run P.O allocations report

If there were allocations, run the P.O allocations report to give you printed list to use to put the parts into the correct pick bins.

To run the report, on Sage manufacturing go to:

Traceability --> Reports --> P.O allocation

Once loaded input the Purchase order number and generate the report.

Étape 9 - Issuing Allocations

Once the parts have been physically put into the correct bins, they need to be issued to the job cards.

On Sage click on 'Orders' to open the works order processing list.

Using the P.O allcoation report go through each Job Card number on this list and issue each part to the Job card it has been allocated to.

Issue by highlighting the Job Card required, clicking at the top of the page on 'Stock' then selecting 'Issue Stock'

The next step is to populate the 'issue now' column to the quatities required to issue of each part.

Once this is correctly populated, click ok t the bottom of the screen.

en none 0 Draft