We have 2 different items to order from 1 vendor, but we need 2 separate POs. We have unclicked the "consolidate" box and have selected 1 of the items. When we auto-generate, we get a confirmation message that says we want to generate a PO for the 1 item selected for the correct amount. However, once the PO generates, both items are on the PO. What are we missing? Thx for the help.

Hi ncc,

The 'consolidate' option is simply to merge multiple sales orders for the same item into one line on the Auto-generate screen. This shouldn't have an effect on what you are trying to do.

It appears that the auto-generate function is grabbing all items on the grid when actually creating the PO, not just those selected (whether one or many). This is not how the process should be working as per documentation and for the confirmation screen you get, and I don't believe you are doing anything wrong.

For now, after doing the auto-generate and the two items are loaded for ordering, use the Delete button to remove one of the items from the generated grid and create a PO for the other item. Then repeat the process for the 2nd item.

Thanks. We look forward to this being corrected in the next upgrade.