Available in Sage 50 Premium Accounting and higher.

Select Items for Purchase Orders (Filter Selection)

Related topics

Select purchase orders to create

Receive inventory on a purchase order

Track drop shipments

Set up a vendor

Perform other accounts payable tasks

Read the Select for Purchase Orders overview

To select the inventory items that will appear on the purchase orders you want to create:

From the Tasks menu, choose Select for Purchase Orders.

The Select for Purchase Orders--Filter Selection window appears.

In the Select Items with group box, choose as many filters as you want to apply to the items that will be selected for reorder.

Item ID: The default setting is All, meaning that all existing item IDs will be selected. If you want to limit the selection to single ID, click Select, and then enter or use the Lookup button to choose an item by ID.
Item Type: The default setting is All, meaning that items of all types will be selected. If you want to limit the selection to a range of item types, click Select. In the From box, enter the first type in the range. In the To box, enter the last type in the range of types you want to include.
Item Class: The default setting is Stock, meaning that all stock items that meet the other filters you set will be selected. You can choose any combination of the other classes as well:
Assembly
Non-stock
Labor
Service

Next, in the And items with group box, you can choose to filter the items for reorder according to vendor and buyer ID.

Vendor ID: The default setting is All, meaning that all vendor IDs will be selected. If you want to limit the selection to a single vendor or items, click Select, and then enter or use the Lookup button to choose a vendor by ID.
Buyer ID: The default setting is All, meaning that all buyer IDs will be selected. If you want to limit the selection to a single buyer who purchases items for your company, click Select, and then enter or use the Lookup button to choose a buyer by ID.

Last, in the Display a list of items group box, further filter the items that will be selected for reorder based on criteria dealing with numbers of items in stock.

Based on: Choose whether you want the items selected for reorder to be based on Quantity on Hand or Quantity Available. The default setting is Quantity on Hand.
As of: Use the calendar button to enter a date as of which either the quantity on hand or the quantity available will be calculated.
And stock status: Choose one of the following options:
Out of stock: Select this if you want inventory items to be ordered only if you are completely out of stock. This is the default setting.
Below minimum stock: Select this if you want inventory items to be ordered only if they are below minimum stock levels.
At or above minimum stock: Select this if you want inventory items to be ordered only if they are at or above minimum stock levels.
And set order quantity: Choose one of the following options, if desired, or accept the default:
Greater of reorder quantity and quantity needed to bring to minimum: Select this if you want the quantity of an item reordered to be whichever is greater: the default reorder quantity or the amount needed to bring the item to minimum stock quantity. This is the default setting.
Bring quantity up to minimum stock: Select this if you want the quantity of an item reordered to be that needed to bring it to minimum stock quantity.
Note: If Stock status is set to At or above minimum stock, this setting will be ignored.
Reorder quantity: Select this if you want the quantity of an item reordered to be that needed to bring it to the default reorder amount.
Note: For some of the Stock status settings, this setting will be ignored.
Quantity needed to fill SOs only: Select this if you want the quantity of an item reordered to be that needed to fill only outstanding customer sales orders.

When all selections are correct, click OK.

The Select for Purchase Orders window appears; here, you can choose the purchase orders you want to create and print and/or email to vendors. Tell me more about this.