Customer POs drafted as Syspro sales orders, line types and all.

Someone opens Sales Order Entry, picks the customer, types their PO number and checks the ship-to. Each line goes on as a stocked or non-stocked item, with freight and charges after it, and ending the order moves it to its next status. The care goes into what Syspro can't settle alone: which stock code the buyer meant, where the goods are going, and whether the PO's price is one your desk will honor.

In the proof of concept, AI reads copies of POs your desk already keyed and writes each one up as Syspro holds an order, line type by line type, with the reason for every choice. Nothing is saved anywhere. Your reviewer compares each draft with the order your desk ended in Syspro and marks what differs.

Every line has a type. Syspro builds an order from typed lines: stocked, non-stocked, freight, miscellaneous charge, comment, standard comment and service charge. A comment can be tied to the stocked line above it, and Syspro's help says that if the stocked line is deleted, the comment moves down to the next one. A buyer's PO is never sorted that way. A note like "ship with certs" might belong on a comment line, in the order notes or nowhere, and an item you don't stock becomes a non-stocked line only if your desk handles it that way. The draft labels every line with the type it would use and says why.

Customer stock codes, and whose list they sit on. When a PO line carries the buyer's own part number, Syspro looks it up in the customer/stock code cross-reference. Syspro's import documentation shows the lookup can use the customer's own codes, the master account's codes, or the customer's first and then the master account's, which matters when a buyer orders under a sub-account. The same documentation points to a Customer Maintenance option that decides whether a customer's orders must carry a PO number. The draft shows which list each match came from, marks any line matched on description alone, and flags a missing PO number when the customer requires one.

Ship-tos that can move under you. The ship-to address on the order header is mandatory in Syspro. A different address on a line prints on the delivery note but not on the invoice, unless the order goes through Dispatch Notes with Ship address per line. And unless Fix ship address at time of order entry is turned on, an order still in progress picks up the latest ship-to defined against the customer, so an address edit on the customer can reach an order your desk already checked. The draft names the ship-to it used, flags POs with more than one delivery address, and notes which of these settings your reviewer says you run.

Prices Syspro works out, and where your desk overrides. Syspro's pricing engine prices a stocked line from the order's price group, the stock code and the quantity. With no valid price group it uses list price, and with no valid list price the line shows 0.00. A customer on more than one contract gets the lowest valid contract price, an expired contract is offered only when Prompt for expired contracts is on, and order discount breaks apply only once the order is ended. The draft states the price it expects Syspro to land on, sets it beside the PO's price, and lists every line where your desk would have to override.

The status each order lands in. Ending an order gives its header a status: 1 for an open order line, 2 for an open back order, 4 once a delivery note prints, 8 when it is ready to invoice, and S, in suspense, when it fails credit checking or is put on hold. A forward order, status F, waits until someone releases it, and a customer on hold blocks new orders and line changes while the header stays editable. Each draft predicts the status Syspro would give it, with the ship and back-order quantity on each line. Your reviewer, often the order desk lead or whoever knows your Syspro setup best, looks hardest at stock code matches, ship-tos and suspense, because those decide what reaches the warehouse.

Pass the success criteria, and new POs get the same drafts for about 30 days.

Every draft waits for someone on your desk to approve, correct or return it before an order is entered in Syspro. Approved orders go in the way your Syspro administrator chooses: keyed from the draft, or loaded with tools your company already licenses. The scoring sheet carries on through the month.