Solution Properties
Solution ID:
200427112218857
Last Modified Date:
Tue Nov 22 09:18:38 UTC 2022
Taxonomy Path:
Case category//How do I...//processing
Author:
[email protected]
The product Shortfall option
Description

You can use the Shortfall option within Products and services to check which products currently need to be ordered, and on Sage 50 Accounts Professional automatically create a purchase order. Let's take a look.

Cause
Resolution

NOTE: The Shortfall option in Products is different to the Shortfall option in Sales Order Processing. Read more >

How the Shortfall option works

    • The Shortfall option shows any products where the Free Stock + On Order is less than the Re-order Level.
    • The Free/OnOrder column is calculated as Free Stock + On Order.
    • The Qty to Order column is either the Re-order Quantity from the product record or the amount of the shortfall, whichever is greater.

Sage 50 Accounts Professional only

    • Purchase orders that are created using the Shortfall option are, by default, automatically placed On-Order.

NOTE: There is a setting within Settings > Invoice & Order Defaults > Place Order Shortfalls on Order Automatically, which determines whether or not the order is placed On Order.


If the Purchase Order is not placed On Order the products remain on the shortfall window and can be included on additional orders.
  • If the selected products have different suppliers, the A/C box is left blank on the purchase order.

Use the Shortfall option

  1. Click Products and services and select the products that you want to check the stock levels for then click Shortfall.


    TIP: If you don't select any products, the Shortfall is generated for all products.

  2. The Shortfall window shows the following:
    Product CodeThe product code of the product which has fallen below the reorder level.
    DescriptionThe description from the product record.
    SupplierThe supplier on the product record.
    BOMThis shows a Y if the product has a bill of materials (BOM) as you may want to order the components rather than the main product. An N appears if there is no BOM.
    Free/OnOrderThe quantity of free stock plus the amount of stock which is on order on your purchase orders.
    Reorder LevelThis shows the reorder level from the product record.
    ShortFallThis is the difference between the Free/OnOrder value and the Reorder level.
    Qty to OrderThis is the quantity that you need to order to increase the quantity in stock to the quantity of the reorder level.
  3. Sage 50 Accounts Professional only

    Select the products to order and click Create order.

    TIP: If the selected products have different suppliers, the A/C box is left blank on the purchase order.

  4. Complete any otherdetails on the Purchase Order as required then click Save and Close.


[BCB:121:Limitless - 50 Accounts - Products and Services:ECB]


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