Open Purchase Order

Entering your open purchase orders into EPASS is one of the easier going live tasks. Typically there is no data conversion for this since it would probably take longer to create a data conversion then it would to just type the POs into EPASS.

Before you can start entering POs though, you need to first go into Supplier Maintenance and create your inventory suppliers, if they were not converted. These are set up the same as any other supplier, just make sure you check the "Inventory Supplier" box on the AP variables tab or you won't be able to select that supplier for a purchase order.

Once your suppliers are created, it's just a matter of entering in all the purchase orders where the product will not be received until after you've gone live with EPASS. Make sure you use the same purchase order number from your previous software, otherwise you'll have trouble printing labels when the product is received. Just change the word "SYSTEM" to the PO number from your previous software when creating the purchase order.

It's a good idea to wait until after the open invoices have been entered into EPASS before entering the purchase orders. That way, you can easily order the product for the invoices so when it's eventually received it will be automatically reserved to the invoice. If you don't do it in the correct order, you'll end up going back to the purchase orders to link the product to invoices.