GPtip42day - SO/PO Generation for Service/Misc/Flat Fee Items

Frank Hamelly | MVP...

46,532 Super User 2025 Season 1

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Normally, when entering a sales order for an inventory item, GP checks to see if there's enough stock on hand to fulfill the order. If there is not, then the Quantity Shortage window opens to allow you to decide how to handle the shortage, from which you can tell GP to backorder the items. This allows you to then generate a PO directly from the SO.

Because quantities aren't tracked on Service, Misc Charge and Flat Fee items, there is no shortage checking involved and no opportunity to automatically back order the item. Therefore, you have to manually tell GP that you want to backorder the item. You do this in the expanded scrolling window area of the sales order.

* click image to enlarge

When you make the 'Qty to Backorder' greater than zero, you can then generate a PO from the line item. (You also have to change the 'Qty to Invoice' to zero).

This was originally posted here.