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Allocating quantities of same product

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shmbry
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Allocating quantities of same product

Post by shmbry » 01 Dec 2015, 11:12

Hello
In Sage 50 by which method is it possible to allocate different quantities of the same product, to different projects / departments from the same line on the purchase order.

For example we bought 6 widgets, 5 are to go to project / department A, and 1 is to go to project / department B.

From what I understand this cannot be done when creating the PO (unless the product appears twice on the PO, each line can be allocated to a project)

It cannot be done from the delivery note for the same reason.

Without creating a sales order, will allocating stock to a project, update the nominal ledger and ensure that a project reports will be accurate ?
I have read that entering details in project does not always affect the nominal ledger.

I hope that makes sense.

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brucedenney
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Re: Allocating quantities of same product

Post by brucedenney » 02 Dec 2015, 12:29

You can allocate stock to a project if it is available.

You can put the same item on multiple lines of a purchase order.
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shmbry
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Re: Allocating quantities of same product

Post by shmbry » 02 Dec 2015, 13:57

Hi Bruce

Many thanks for the reply. Will allocating stock to a project mean that when the supplier invoice arrives my colleague will know to which department to allocate the cost?

Looking at purchase orders, GRN's and Stock Allocations I can only enter a project reference, and at no point can I enter a department number.

Is it a choice between departments or projects when comes to analysis?

If I want to allocate stock to a particular project after delivery, should I leave the project field in the PO blank?

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brucedenney
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Re: Allocating quantities of same product

Post by brucedenney » 04 Dec 2015, 12:06

Project and Department analysis are separate, you can use both.

On the purchase order lines you can set the department. Perhaps you missed it.

A purchase order is by default not against a project it is just loaded into stock and then from stock allocated to projects.
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shmbry
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Re: Allocating quantities of same product

Post by shmbry » 07 Dec 2015, 09:30

Hi Bruce

I cannot see where to set the department on the PO I am using 2013 and the fields I have in the PO are;

Product Code, description, quantity, price, Net & VAT.

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brucedenney
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Re: Allocating quantities of same product

Post by brucedenney » 07 Dec 2015, 10:30

You need to drill intot he item detail to see the Department, just as you do to see the Project.

Hitting F3 on the line or clicking the icon on the right of the description box will do this.
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