Supplier standing orders allow you to record orders you place with a supplier on a regular basis. You can also use them as templates for supplier recurring invoices — once created, attach a standing order to a recurring schedule and generate invoices or payments as required.
This article covers:
Creating a supplier standing purchase order
Looking up a supplier standing purchase order
Deleting supplier standing purchase orders
Create a supplier standing purchase order
Navigate to Suppliers, Transactions, Standing Orders, Create Standing Order.
In Purchase Order Entry, you can create or read in any number of standing purchase orders for a supplier. You can also select individual lines to read in, rather than the whole order.
📌Note: Only line details are read into a purchase order from a standing purchase order. Header and other trailer details are entered directly on the purchase order itself.
⚠️Important: Any discount entered on the header or body of a standing purchase order is not read into the purchase order.
To create a standing purchase order:
At the Supplier Code field, enter the supplier code, or use the Find feature to search by product code and locate one of the three suppliers from the product masterfile.
Enter the details of the standing order, including line items for the products or services ordered on a regular basis.
Save the standing order.
🤓Tip: Once a standing order is created, you can attach it to a supplier recurring schedule to generate invoices or payments when required.
Look up a supplier standing purchase order
Navigate to Suppliers, Transactions, Standing Orders, Look Up Standing Order.
Look Up Standing Order allows you to enquire on any standing purchase order documents. Use this to review the details of an existing standing order without making changes.
Delete supplier standing purchase orders
Navigate to Suppliers, Transactions, Standing Orders, Delete Standing Order.
Delete Standing Purchase Orders allows you to delete all or a range of standing purchase orders. A standing purchase order may be deleted at any time, and documents can be held on your disk for any length of time, providing you have the available disk space.
You can filter the orders to delete using the following ranges:
Supplier
Document Number
Date
Delivery Date
⚠️Important: If no ranges are entered, all standing purchase orders will be deleted. If ranges are entered, only documents within all specified ranges will be deleted.