Create Purchase Order Changes

We have updated how the auto create purchase order option adds certificates to purchase orders. This change only affects the ‘certificates to order’ option. The ‘certificates to order’ previously created purchase orders using only the following criteria: current inventory, minimum inventory, and unfilled orders. It was brought to our attention that certificates on back order were being ordered again. As a result, we have changed the logic.

The ‘certificates to order’ option will now also check for certificates on back ordered purchase orders. If you have a certificate or certificates from a prior purchase order that has not been added to inventory (ordered or on back order), that certificate will not be reordered.

Here is an example of how certificates are added using the ‘certificates to order’ option.

Example

The create order report (located on the right side of the purchase order form) now will display the back ordered amount for each certificate added. This report is now also available for the ‘All Unfilled Orders’ option.