Available in Sage 50 Premium Accounting and higher.

Select for Purchase Orders--Filter Selection

Learn more

Select items for purchase orders

Select purchase orders to create

Receive inventory on a purchase order

Track drop shipments

Set up a vendor

Perform other accounts payable tasks

This window lets you choose a number of criteria that will determine which inventory items appear on the purchase orders you want to create. These criteria--such as item ID, item type, and preferred vendor ID--are all taken from the item records entered in Maintain Inventory Items. The Select for Purchase Orders--Filter Selection window is set up to give you a wide variety of choices to make the process of reordering items as flexible as possible.

Select items with

The first group box lets you limit the items that will be listed for reorder based on item ID, item type, and/or item class.

Item ID: If you don't want to limit the items that appear according to ID, click All. If you want to limit the items that appear, click Select and Lookup. You can select a single ID or a group of IDs (by holding down the Ctrl key and clicking items with your mouse).
Item Type: If you don't want to limit the items that appear according to item type, click All. If you want to limit the items that appear to a range of types, use the From and To text boxes to enter the first and last item types in the range you want to include.
Item Class: Use the check boxes to choose which item class or classes you want to use to limit the items that are listed for reorder.
Note: Stock is the default class. If you clear all check boxes, Sage 50 will automatically select Stock as the item class.

And items with

This group box lets you further limit the items that will be listed for reorder based on preferred vendor and buyer.

Vendor ID: If you don't want to limit the items that appear according to a specific vendor ID, click All. If you want to limit the items that appear, click Select and Lookup. You can select a single ID or a group of IDs (by holding down the Ctrl key and clicking items with your mouse).
Buyer ID: If you don't want to limit the items that appear according to a specific buyer ID, click All. If you want to limit the items that appear, click Select and Lookup. You can select a single ID or a group of IDs (by holding down the Ctrl key and clicking items with your mouse).

Display a list of items

The last group box has additional options for fine-tuning the list of items for reorder that will appear.

Based on Quantity Available: Select this if you want the inventory items listed to be based on the quantity of items available.
Based on Quantity on Hand: Select this if you want the inventory items listed to be based on the quantity of items on hand.
As of: Use the calendar button to select the date as of which the Quantity Available or Quantity On Hand will be calculated.
Stock status - Out of stock: Select this if you want the inventory items listed to be only those that are currently out of stock.
Stock status - Below minimum stock: Select this if you want the inventory items listed to be only those that are currently below minimum stock levels.
Stock status - At or above minimum stock: Select this if you want the inventory items listed to be only those that are at or above minimum stock levels.
Set order quantity to - 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.
Set order quantity to - 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.
Set order quantity to - 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.
Set order quantity to - Quantity needed to fill SOs and accepted Proposals only: Select this if you want the quantity of an item reordered to be that needed only to fill all outstanding sales orders and/or proposals.

Note: Proposals, must be accepted (by marking the Accept Proposal checkbox on the Proposals window) before they will be considered during the Select for Purchase Order routine.