Overview
Warehouse teams often receive goods before any Purchase Order exists in the system, leaving inventory and procurement out of sync. This module adds a Create Purchase Order button directly on the incoming receipt form, generating a vendor PO from the receipt's lines, quantities and units of measure, and pricing it automatically from vendor price lists or product cost. The receipt and the resulting Purchase Order stay linked, and a View Purchase Order button plus a chatter note keep the audit trail clear.
Key Features
- Adds a Create Purchase Order button on the incoming receipt form for users in the Purchase group.
- Builds a full Purchase Order from the receipt's vendor, warehouse operation type and company.
- Copies each receipt move into a PO line with its product, quantity and unit of measure.
- Prices each line automatically from the vendor's supplier price list, falling back to product cost.
- Links every PO line back to its originating stock move so receipt and order stay connected.
- Provides a View Purchase Order button to jump from the receipt to its linked order(s).
- Prevents duplicate orders by hiding the create button once a receipt already has a Purchase Order.
- Validates vendor and product lines before creation and posts a confirmation note to the receipt chatter.