Difference between revisions of "8 New Purchase Order"
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Simon Clive (Talk | contribs) (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...") |
Simon Clive (Talk | contribs) |
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| + | '''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 ''' | ||
| + | *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 | |
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| − | Enter | + | |
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| − | + | 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 | |
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| − | Enter | + | Enter any Warehouse notes/ Cust PO Number/ Consignment Select Save |
| − | Select | + | |
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| − | + | To view the Purchase order you will locate it in the Purchase Order List then select the BO LIst Tab at bottom | |
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| − | Enter | + | 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 |
| − | 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 | |
| − | + | ||
| − | + | ||
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| − | 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 | + | |
Revision as of 17:53, 1 February 2012
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
- 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
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
