8 New Purchase Order - Revision history

Simon Clive at 00:37, 6 February 2012

2012-02-06T00:37:40Z

Simon Clive at 07:04, 1 February 2012

2012-02-01T07:04:13Z

Simon Clive at 06:53, 1 February 2012

2012-02-01T06:53:39Z

Simon Clive: Created page with " New Purchase Order Can you enter a Purchase Order? Select Purchases tab from Main menu Then Purchase order button Enter the Company name (Supplier) who the goods are to be ord..."

2011-06-28T00:50:09Z

Created page with " New Purchase Order Can you enter a Purchase Order? Select Purchases tab from Main menu Then Purchase order button Enter the Company name (Supplier) who the goods are to be ord..."

New page

New Purchase Order

Can you enter a Purchase Order?

Select Purchases tab from Main menu
Then Purchase order button
Enter the Company name (Supplier) who the goods are to be ordered from - if you choose to select this
supplier to be the preferred supplier

Enter the Order Date
Purchase Order Number defaults
Tick ship to customer or double click into the Ship to field and select the company shipping address
- To enter a new address click on New and enter the address

Enter ETA date/ employee (if different from default)/ terms and Via
Select the Product
Number ordered - the system automatically puts the order into BO (back order)
You can email or fax at this stage to place the order with the supplier
To locate this purchase order you will find it in the BO button of purchase orders
Enter Department
Customer/Job if required
enter comments by double clicking into field

select any attachments if required by selecting document from within the system by clicking and dragging
- deminish ERP
- drag the selected document over ERP
- Drop the attachment into the white comments field and this will save the attachment into the attachment field

Enter any Warehouse notes/ Cust PO Number/ Consignment
Select Save

To view the Purchase order you will locate it in the Purchase Order List then select the BO LIst Tab at bottom

When the goods are received open up the Purchase Order from the back order list
Enter what has been received and the balance will stay on back order if the whole shipment has not been received
Select Save

Now when you go into this purchase order you will note in red that it says Product Receipt Only - this means the goods
have been received but the invoice has not.

When the invoice has been received, go to the purchase order and then enter in the Supplier Invoice # and Invoice Date
Now the purhcase order is complete the order will now load to accounts payable awaiting payment

@@ Line 15: / Line 15: @@
 *Enter the quantity '''Ordered''' - the system automatically puts the order into '''BO''' - Back Order
 *You can '''Email''' or '''Fax''' at this stage to place the order with the '''Supplier'''
 *Enter the '''Department''' and '''Customer/Job''' if required
 *Enter '''Comments''' by double clicking into field
-Select any attachments if required by selecting document from within the system by clicking and dragging - deminish ERP - drag the selected document over ERP - Drop the attachment into the white comments field and this will save the attachment into the attachment field
+When the goods are received open up the Purchase Order from the '''Back Order List''' - Enter the '''Quantity''' that has been received&nbsp; the balance of which will stay on '''Back Order''' if the whole shipment has not been received.
-Enter any Warehouse notes/ Cust PO Number/ Consignment Select Save
+Now when you go into this Purchase Order you will note in red that it says '''Product Receipt Only''' - this means the goods have been received but the '''Invoice''' has not.
-To view the Purchase order you will locate it in the Purchase Order List then select the BO LIst Tab at bottom
+When the '''Invoice''' has been received, go to the '''Purchase Order''' and then enter in the '''Supplier Invoice #''' and '''Invoice Date''' now the purhcase order is complete the order will now load to '''Accounts Payable''' awaiting payment
-−
-When the goods are received open up the Purchase Order from the back order list Enter what has been received and the balance will stay on back order if the whole shipment has not been received Select Save
-−
-Now when you go into this purchase order you will note in red that it says Product Receipt Only - this means the goods have been received but the invoice has not.
-−
-When the invoice has been received, go to the purchase order and then enter in the Supplier Invoice # and Invoice Date Now the purhcase order is complete the order will now load to accounts payable awaiting payment

@@ Line 1: / Line 1: @@
 '''New Purchase Order'''
 Can you enter a '''Purchase Order?'''
 *From the '''Main Menu''' select the '''Purchases Module''' and then the '''Purchase Order''' button.
 *Enter the '''Supplier Name''' whom the goods are to be ordered from.
 *Enter the '''Order Date '''
 *The '''Purchase Order Number''' auto loads the next sequential number
 *Tick '''Ship to Customer''' or double click into the '''Ship To''' field to open the '''Shipping Address List&nbsp;'''
 *Select an existing '''Shipping Address''' from the list or select the '''New''' button to create one.
 *Enter an '''ETA''' date and '''Employee''' if different from the default.
 *Select the account '''Terms''' from the drop down
 *Select a shipping company from the '''Via''' drop down
 *In the '''Main Grid''' select the '''Product Name '''
 *Enter the quantity '''Ordered''' - the system automatically puts the order into '''BO''' - Back Order
 *You can '''Email''' or '''Fax''' at this stage to place the order with the '''Supplier'''
-Enter Department Customer/Job if required enter comments by double clicking into field
+Select any attachments if required by selecting document from within the system by clicking and dragging - deminish ERP - drag the selected document over ERP - Drop the attachment into the white comments field and this will save the attachment into the attachment field
-−
-select any attachments if required by selecting document from within the system by clicking and dragging - deminish ERP - drag the selected document over ERP - Drop the attachment into the white comments field and this will save the attachment into the attachment field
 Enter any Warehouse notes/ Cust PO Number/ Consignment Select Save