PO Document IDs allow creation of an unlimited number of PO Document IDs, each one with a unique, system maintained document numbering sequence. This feature gives Purchase Order Processing the same type of document numbering found in Sales Order Processing, where you can have many different types of Sales Order Numbers.
Use this feature to create PO Numbering sequences that are used for special projects, to help identify purchase orders for specific types of inventory, or to easily identify purchase order by buyer or location.
PO Document IDs work with:
- PO Entry
- PO Generator
- SOP PO Preview (POs generated from Sales Transaction Entry)
- Manufacturing MRP Planned Orders (POs generated from MRP)
- Manufacturing MOP-POP Link (Outsourcing Purchase Orders)
Navigation: Tools >> Setup >> Company >> Setup GP PowerPack
Mark the box next to MODULE: PO Document IDs*
This feature requires additional setup. Double-click on “MODULE: PO Document IDs*” to open then PO Document ID Setup window (see below).
After completing setup, click DONE on the GP PowerPack Setup window to enable this feature. Other users must restart their Dynamics GP client to enable this feature.
On the GP PowerPack Setup window, double-click on “MODULE: PO Document IDs*” to open the PO Document ID Setup window.
In the PO Document ID Setup window, enter a Purchase Order ID (PO ID), and a Next PO Number for the PO ID. The Next PO Number should contain Letters and Numbers, in the format PRJ000001. Be sure to allow enough space in the numeric portion to handle the number of purchase orders you will create.
The PO ID is similar to a Sales Document ID, such as STDORD, in that it is a label used in the Next PO Number Lookup window to help identify the numbering sequence to use.
For the windows that are activated for PO Document IDs (see above for “PO Document IDs Work With”), the title bar of the window will display the currently selected PO Document ID.
The default PO Number maintained by Dynamics GP will be indicated by “Dynamics GP”, meaning the “normal” PO Number is being used.
For example, the PO Entry window title bar will display:
Purchase Order Entry *** PO Doc ID: Dynamics GP ***
If you have a PO Document ID called PRT for Prototypes, the title bar would show:
Purchase Order Entry *** PO Doc ID: PRT ***
All POs will be generated using the currently selected PO Document ID.
The Set PO Document ID window is used to change the current Document ID selection. It is accessed from all window locations via Extras >> Additional >> Set PO Doc ID.