8 New Purchase Order
From TrueERP wiki
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
