Incoming Purchase Order & Sales Order Reporting for Epicor Prophet 21
Stock is coming—but which customer orders will it cover?
Knowing that an item is on order is only part of the answer.
When several customer orders are waiting for the same item, your team needs to understand which incoming purchase orders are expected to cover those requirements—and when the inventory should be available.
At MindHARBOR, we’ve built custom PO-to-sales-order matching and reporting for Epicor Prophet 21 to help teams answer those questions without manually working through orders one at a time.
Match Incoming Supply to Customer Demand
One custom project uses FIFO—First In, First Out—logic to match incoming purchase order quantities to sales order requirements, applying the earliest incoming supply to the earliest due sales orders.
That matching information supports reporting that helps your team:
• See which incoming purchase orders are expected to cover sales order requirements
• Review anticipated availability dates for the items needed on an order
• Identify timing conflicts between incoming supply and customer due dates
• Give purchasing and customer service a shared view of what customers are waiting on
For example, the next receipt may cover one customer’s order while another order must wait for a later shipment. The report helps make that distinction visible.
Put Expected Availability on Order Acknowledgements
We also incorporated the matching logic into a customer’s Order Acknowledgement form.
For each applicable sales order line with incoming purchase order supply, the form displays the anticipated date that the item will be available for that order.
This gives customers more useful information and helps reduce the manual checking needed to answer “When will my order be ready?”
Those dates reflect expected incoming supply and the matching rules used. Supplier date changes can affect the outlook.
Tailor the Logic to Your Business
FIFO was the approach used for this project. Your business may need different priorities, matching criteria, report layouts, or forms.
We can review how you manage incoming supply and customer commitments, then build around those requirements.
For teams with related needs, we’ve also developed inventory allocation workflows and production component reporting.
Custom Software Doesn’t Have to Start From Scratch
This is an example of a custom project we’ve delivered. We bring experience and reusable approaches to each engagement, then tailor the solution to your system and workflow.
Using another ERP? We can review your purchasing and sales order data and discuss options for similar reporting.
Need a Clearer Picture of What Incoming Stock Will Cover?
Tell us how your team answers availability questions today, where the manual work slows things down, and what you’d like to see on your reports or customer forms.
Fix. Build. Bridge.
Related Links: Purchase Order Management & Expediting | Inventory Allocation Automation
Production Component Reporting | Return to P21 Services