Create Purchase Orders from Work Tickets in Sage 50

How do you autofill or auto create Purchase Orders from work tickets in Sage 50? 

Sage 50 allows you to set up Inventory Item Defaults to auto create purchase orders in Sage 50 behind the scenes. The Ordering tab of this window has options that let you enable the auto-creation of POs for:

1. drop-ship transactions
2. non-drop-ship transactions
3. work tickets

Important:For auto-creation of purchase orders to work, your company must be using the real-time posting method.

You can treat each auto-created purchase order just as you would a manually created one. You can edit the purchase order, print it, or e-mail it to a vendor in the Purchase Orders window.

Note: Even if your company is set up for auto-creation of purchase orders, Sage 50 will not automatically create POs for recurring customer invoices. Instead, you will have to manually generate POs for any inventory that you need to reorder as a result of recurring invoices.

To auto create purchase orders from work tickets in Sage 50, the following criteria must be met:

• Each item must be set up in Maintain Inventory Items with a preferred vendor.
• The user who is entering the transactions listed below must have access rights to add Purchase Orders.
• The quantity ordered of one or more of the items must cause the quantity available as of the transaction date to fall below minimum stock levels.

If these conditions are met and your company is set up to auto create purchase orders in Sage 50. Sage 50 will automatically create a purchase order each time a work ticket is saved. In addition, to ensure that auto-creation works most effectively, each item in Maintain Inventory Items should be set up with a minimum stock level and minimum reorder quantity. Sage 50 will auto-create purchase orders from Work Tickets for inventory items that fall into the following item classes only

• stock
• substock
• serialized stock.

If you would like to learn more about how to perform this smart function using Sage 50 and Sage 50cloud, Accounting Business Solutions by JCS offers a Sage 50 Manufacturing/Sage 50cloud Manufacturing training class. For Sage 50 support and training, call us today at 800-475-1047 or email us at solutions@jcscomputer.com. Sage 50 Training Class. 

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How do you update work tickets in Sage 50? What are work tickets in Sage 50 used for?

From time to time, you will need to update work tickets with your progress. Follow the steps below to update a work ticket.

1. From the Tasks menu, select Work Tickets. The Work Tickets window appears.
2. Click the Open button and select the ticket that you want to update and click OK. The selected work ticket information appears in the Work Ticket window.
3. Update any of the information that has changed on the work ticket.
4. If you have finished or received items in the component list, select the corresponding Finishedcheck box and enter the Act Hours, if you are tracking hours.
5. Then, click Save. After you have marked one item in your component list as finished, your work ticket is given a status of In Progress.

If you would like to learn more about how to update work tickets in Sage 50 and Sage 50cloud, Accounting Business Solutions by JCS offers a Sage 50 Manufacturing/Sage 50cloud Manufacturing training class. For Sage 50 support and training, call us today at 800-475-1047 or email us at solutions@jcscomputer.com.

How do you use units of measure in Sage 50? What are units of measure in Sage 50 used for?

The Maintain Units/Measures window allows you to set up new units/measures (U/M), other than the Stocking U/M, for purchasing or selling inventory items. In this window, you can set up new units/measures, change the ID for, and delete existing units/measures.

Note: You can access this window only if you have selected the option to Enable Multi-Packs and buying and selling items in different units/measures in the Inventory Item Defaults window.

If you purchase or sell items in bulk or in multi-pack units, create new units/measures to accommodate bulk sales or purchases. This saves you time because you won’t have to enter a new item for each unit/measure of an item that you buy or sell. By creating a new unit/measure based on the stocking unit, you can purchase and sell the multi-pack unit and the single units contained in the multi-pack.

You can set up as many units/measures as you need, but you can only assign two U/Ms to an inventory item: one for sales and one for purchases.

If you would like to learn more about Units of Measure in Sage 50 and Sage 50cloud, Accounting Business Solutions by JCS offers a Sage 50 Manufacturing/Sage 50cloud Manufacturing training class. For Sage 50 support and training, call us today at 800-475-1047 or email us at solutions@jcscomputer.com.

How do you use item multi-packs in Sage 50? What are item multi-packs in Sage 50 used for?

The Item Multi-Packs window allows you to assign additional units/measures to an inventory item, thereby creating a multi-pack. You can access this window by selecting the U/M button, which is located next to the Stocking U/M field in the Maintain Inventory Items window. In the Item Multi-Packs window, you can do the following:

• change the Stocking U/M
• allow items to be purchased or sold in a unit/measure other than the Stocking U/M, or multi-pack
• assign a U/M, weight, and UPC/SCC code for multi-packs that you purchase
• assign a U/M, weight, and UPC/SCC code for multi-packs that you sell

You can assign two units/measures in addition to the Stocking U/M to an inventory item: one for purchases and one for sales. When you purchase or sell items in units/measures that you have set up in Maintain Units/Measures, the subsequent item, when purchased or sold, is referred to as a multi-pack. Multi-Packs in Sage 50 are simply any inventory item that has been assigned a unit/measure other than the Stocking U/M. The resulting item, usually a box or a pack, contains more than one stocking unit of the inventory item.

Because you can only assign two units/measures to an inventory item, you should select the unit/measure in which you usually purchase or sell the item. For example if you buy in bulk but sell in single units, select the bulk unit in this window. After you have assigned purchasing and sales units/measures to an inventory item, you will be able to select the U/M for line items on the following windows: Quotes, Sales Orders, Sales/Invoicing, Receipts, Credit Memos, Select For Purchase Orders, Purchase Orders, Purchase/Receive Inventory, and Payments.

If you would like to learn more about Item Multi-Packs in Sage 50 and Sage 50cloud, Accounting Business Solutions by JCS offers a Sage 50 Manufacturing/Sage 50cloud Manufacturing training class. For Sage 50 support and training, call us today at 800-475-1047 or email us at solutions@jcscomputer.com.

How do you print work tickets in Sage 50? What are work tickets in Sage 50 used for?

Work tickets can be printed and used in various ways. Printed work tickets may be used in your Inventory department to gather the materials needed to build an assembly. Likewise, copies of closed work tickets may be sent along with the necessary materials to authorize the shop to build an assembly.

In Sage 50, you can print work tickets in two ways:

1. By clicking the Print button in the Work Tickets window
2. By selecting Work Tickets from the Inventory Report List in the Select a Report window

If you are interested in printing just one work ticket and you already have the Work Tickets window open, print the ticket by selecting the Print button. However, if you are interested in printing a number of work tickets, print the work tickets from the Inventory Report List in the Select a Report window. Use the following procedure to print work tickets in the Select a Report window.

If you would like to learn more about how to print work tickets in Sage 50 and Sage 50cloud, Accounting Business Solutions by JCS offers a Sage 50 Manufacturing/Sage 50cloud Manufacturing training class. For Sage 50 support and training, call us today at 800-475-1047 or email us at solutions@jcscomputer.com.

How do you use Quantity Discounts in Sage 50? What are Quantity Discounts in Sage 50 used for?

The Maintain Quantity Discounts window allows you to set up discounts for items based upon the quantity sold. You can set up your inventory so that when a customer purchases a specified amount of an item, its sales price is discounted by a percentage or a set amount. For example, you could give customers a 10% discount if they purchase 50 or more of a certain inventory item.

When you set up a quantity discount, you can specify up to five different quantity ranges and corresponding discounts. For example, you could create a quantity discount that gives a 5% discount if 25 or more widgets are purchased, 10% if 50 or more widgets are purchased, 20% if 100 or more widgets are purchased (and so forth), until you’ve created as many quantity discounts as you need. You can create a unique quantity discount ID for each item in your inventory, or create one quantity discount and apply it to whichever inventory items you choose. For example, you could create a discount for a seasonal sale and apply the discount to your seasonal inventory items. You could also create a separate discount specifically for lawn mowers. Quantity discounts are available for stock, master stock, non-stock, service, labor, and assembly item classes.

After you set up the quantity discounts and apply them to inventory items, the sales prices will be automatically discounted on quotes, sales orders, sales invoices, receipts, credit memos (Apply to Sales tab), memorized quotes, and memorized invoices.

Note:Quantity discounts are calculated separately for each line of a transaction. If you create a quantity discount where purchasing 40 widgets discounts the widgets by 5%, all 40 widgets must be entered on the same line in order for the discount to be calculated.

When you sell items in multi-pack units, Peachtree checks to see whether the number of units in the multi-pack meets the criteria for a quantity discount. For example, if you create a quantity discount where selling six items gives customers a discount, selling one six-pack of the item (a multi-pack unit that you created) would be treated the same as six individual units. The customer will receive the quantity discount.

If you would like to learn more about Quantity Discounts in Sage 50 and Sage 50cloud, Accounting Business Solutions by JCS offers a Sage 50 Manufacturing/Sage 50cloud Manufacturing training class. For Sage 50 support and training, call us today at 800-475-1047 or email us at solutions@jcscomputer.com.