when using a purchase order i export it to excel, but it does not export the units as seen on the purchse order.
for example i sell a chocolate bar which i buy from my supplier in a "box of 30" i have the product set up that the unit quantity is 30 so i sell the individual bars. then when i reach my reorder number my purchase order will tell me to order 1 box.
however when i export the order to excel the quantity to order quantity is 30 , this results in me ordering 30 boxes.
Use the parent-child relationship. Set up a unique item for the box (the parent) and point the individual chocolate bars to it (use the special tab, look up the ILC for the box, and enter 30 as the child quantity. Under options (in the chocolate bar, which is the child), select "May not be placed on Purchase Order". Read the help file on parent-child relations ships; if you're still confused, please post back.
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i use this for some products, it works for most items but i think has a Bug that it does not break open the case if the item is reserved on layaway or on workorder.
i used the "chocolate bar" as an example but the item i have a problem with is a large bulky container that i dont want to order another box of 10 as soon as i have sold 1 from the case, this would leave me with 19 instock,
i want to order 10 only when i get down to the last 1 leaving me with no more than 11 at any time.
it still dosnt explain why exporting a report would show different figures than the purchase order it makes no sence
It's not a bug. If an item is on a layaway or a work order, it has not been sold. A sale only occurs when the layaway or work order is finalized.
If you have it set up as an individual item with an MPQ of 30, it will order 30 - and will export a quantity of 30 to Excel. Use parent - child and check "May not be placed on purchase order' for the child. Set up a reorder point and restock level for the parent - it will order boxes in multiples of 1, not 30, and will export properly to Excel.
i understand that it is not sold unless the layaway is collected but, if you have reserved 1 for a customer it does not split the box , allowing somebody to sell the box of 30 therefore leaving you oversold as the 1 reserved is nolonger available
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