Release items from a master purchase order to a purchase order
This is part of the Purchasing Add-on Module
When using a master purchase order, you will be releasing groups of items to purchase orders before the master order is complete. Here is how to create a sales order from released master order items.
- Navigate to your master purchase order.
- Click on the
Show Release PO tab above the item list.
- Enter the quantity of each item to be released in the “Qty to Release” column, then hit Enter.
- Click
Release to PO in the taskbar.
- Select New Purchase Order, then Yes to confirm your choice.
- Then click View to see your new purchase order.
- Review and confirm the “Expected Date”, “Deliver To” address, and items on the new purchase order.