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| Version | User | Scope of changes |
|---|---|---|
| Feb 17 2009, 1:48 PM EST (current) | cassyjb | |
| Oct 2 2008, 2:23 PM EDT | cassyjb | 8 words added, 3 words deleted, 3 photos added, 3 photos deleted |
Changes
Key: Additions Deletions
How to get to Purchase Orders: Click on Purchase Orders/Returns, then Purchase Orders.
A Purchase Order is created when materials are purchased from a vendor.
- Enter a Purchase Order # or type N for next number and press the Tab key.
- Having a Work Order number will pull this purchase order into the Quick Invoice.
- Enter the Vendor ID. The company's information will be pulled in after pressing the Tab key.Use the Edit Ship To button to change the address (shown below).
- Enter the Order Date, Request Date, Buyer and Ship Via information.
- F.O.B. describes where the parts or materials are to be sent. The Notify By Email When Received button will notify others (specified in the System File) by email when the parts have been received.
- Enter the Customer ID that this purchase order is going towards.
- If a Job Number is entered, this purchase order will go against that job. In the Attention To field, enter the person's name that the parts or materials are going to.
- Comments entered here will be printed on the labels when the items are received. Enter any Terms that apply to this PO by the vendor.
- The purchase order will go against Materials unless the Sub-Contract box is checked. The Warranty box should be checked if the parts are under warranty.
- To add the Purchase Order to the Delivery/Pick Up Board, click on the Deliv/PU button. Send PO to Delivery/Pick Up Board...
- The Print button will print, fax or email the Purchase order. Send PO To Vendor
- When a purchase order has been received, click the Receive button. Receive A Purchase Order...
- Items are added when a purchase order is created from the Parts Request Board or by entering them. Enter the Item detail. When the item has been received, the receiving information will be displayed.
- Click the Add Row button to enter another item, or enter a Material Template and click the Copy button to bring in a preset Material Template list.
- If the Auto Voucher option under Accounts Payable/ Maintain Vendors has been selected, click on the Voucher button to view or edit the voucher after the items have been received.
- Click on the Voucher number link to add information to the voucher, such as the Invoice #. This information is carried over to Accounts Payable.
