Create a purchase order from a sales order

Available in Microsoft Office Accounting Professional 2008 and 2009 only.

You can save time by creating a purchase order from a saved sales order. All items listed on the sales order are listed on the new purchase order that opens. Because this option creates only one purchase order, we recommend that you do not use this option if the items on the sales order are linked to multiple preferred vendors.

Office Accounting can also save you time by automatically entering a preferred vendor name on a purchase order when you create a purchase order from a sales order. For more information, see About preferred vendors.

  1. On the Customers menu, point to New, and then click New Sales Order.

  2. Enter the information on the Sales Order form.

  3. On the File menu, click Save.

  4. On the Actions menu, click Create Purchase Order.

  5. Enter the information on the Purchase Order form.

  6. On the toolbar, do one of the following:

    • To close the form, click Save and Close.

    • To create another purchase order, click Save and New.

    • To save the purchase order as a template that you can reuse, click Recurring.

Share Facebook Facebook Twitter Twitter Email Email

Was this information helpful?

Great! Any other feedback?

How can we improve it?

Thank you for your feedback!