Hi
@Debbie JanssenSome great advice on here, but just wanted to be super clear:
The GL Account Number used in purchase orders has zero to do with the type. The type determines the route of the PO so:
Standard is where you are ordering from a vendor and the vendor is shipping to you - this is the usual way
Drop Ship is where you are ordering from a vendor and asking that vendor to ship the items to your customer. (this usually involves tying to a Sales Order in your system)
Both Blankets can be looked at as the recurring forms of the above types.
The GL Account number is determined at the item level (IF you've setup the item as an Inventory Item in GP). Bear in mind you can setup items as Miscellaneous if you do not actually count the stock as in 'non-inventory'.
Otherwise, you can simply key in an 'item' and if it does NOT exist as a pre-setup item in GP's inventory module then the GL Account number comes from here:
Which is why if you want to control what division/department, etc an item is for it is best to create an item and then multiple sites in GP. Site setups in inventory can choose to override a segment of the GL based on what site you decide to order from or sell from (sites are in cards in inventory):
This way you can have one item, but use the site setup to control the full GL Posting account.
Best of luck!
------------------------------
Jo deRuiter
🌟 GPUG AllStar 2019
💫Granite Award Winner 2018,2019
Atlanta Chapter Leader
Credential Council Co-Chair
Aisling Dynamics Consulting, LLC
ERP Practice Manager
jo.deruiter@aislingdynamics.com9518674366
Alpharetta, GA
aislingdynamics.com
------------------------------
Original Message:
Sent: Jan 26, 2021 03:16 PM
From: Debbie Janssen
Subject: Purchase Order Types or better method
Is there a way to add a purchase order type - I see Standard, Drop-Ship, Blanket and Drop Ship Blanket.
Here is what we are trying to do ...
We have items that are not inventory or set up inventory that we order for our engineers. Inventory items go in one GL account (defaults from the item) and the items ordered by the engineers goes into another GL until it is sold to a customer as a completed item. We do not use projects, bill of material or manufacturing at this time. The customer sees only one price and not all the detail or list of parts. The engineer usually tracks his cost on a spreadsheet … it pulls the cost from the purchase orders via the purchase order number designation.
Or is there a way for it to default to the second GL if the item is not an inventory item? It may still need to be changed sometimes, but it would still save time overall.
Looking for ideas.
Thank you ahead of time.
------------------------------
Debbie Janssen
Accounting (AR and AP) and GP Maint
Sure Controls Inc.
Greenville WI
------------------------------