Hi Dave,
Purchase direct to a SO is impossible in Vantage 8 (out of the box). The
only way to do so is to create a Job with just 1 mtl-line, containing a
Purchase-direct-art. This is as you wrote, but it is a big hassle to do
so. In Epicor 9 there is new functionality so you can create a PO from
the SO. It is great because receiving the part will automatically put in
on the customer-shipping!
For version 8 there is a BPM combined with Service-connect doing almost
the same as it will be standard in Epicor9.
I hope this is sufficient info so far,
Regards,
Bert Jan James,
Macroscoop BV, the Netherlands
ofcwiz wrote:
Purchase direct to a SO is impossible in Vantage 8 (out of the box). The
only way to do so is to create a Job with just 1 mtl-line, containing a
Purchase-direct-art. This is as you wrote, but it is a big hassle to do
so. In Epicor 9 there is new functionality so you can create a PO from
the SO. It is great because receiving the part will automatically put in
on the customer-shipping!
For version 8 there is a BPM combined with Service-connect doing almost
the same as it will be standard in Epicor9.
I hope this is sufficient info so far,
Regards,
Bert Jan James,
Macroscoop BV, the Netherlands
ofcwiz wrote:
> We entered a line on a Sales Order and entered a custom part number,
> one that is not in our part master. We can see the part when we run
> the Time Phased inquiry, however, it does not appear on the Time
> Phased report.
> It appears the only way you can get to "Purchase Direct" is through a
> Job. This part should be a Purchase Direct part for a Sales Order. It
> also doesn't look like you can link a SO line to a Purchase order. Is
> anyone doing this?
> I would think there must be a method to purchase a custom SO line
> through a Purchase Order but I do not see it. We do not have the
> Buyers Workbench which is where it looks like it might be possible.
> This is the first time we have come across this. We have run Purchase
> Direct parts from Jobs through the system.
>
> Any suggestions?
>
> Thanks,
> Dave
> 8.03.406A P
> Xybix
>
>