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Purchase Order Assign |
1. |
Purchase Order is created and a PO # assigned.
At this time it may or may not be prepared in full.
Shipment information must be added to each line item, either while initially assigning or during Purchase Order Preparation. See Line Level Shipment Maintenance. |
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Purchase Order Preparation |
2. |
Additional information is added/previously entered information is changed.
Shipment information must be added to each line item, either while initially assigning or during Purchase Order Preparation. See Line Level Shipment Maintenance. |
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Edit/Print Purchase Order Document |
3. |
To Isse a Purchase Order, it is required to print one copy of the Purchase Order document using the gray "Print PO" button in the document itself. |
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Purchase Order Issue |
4. |
Final issue of Purchase Order. |
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View Issued Purchase Order Document |
5. |
From here you can view an existing PO document for any Purchase Order that has already been issued. |
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Purchase Order Exchange Rate |
6. |
To change the exchange rate for any PO, PO Line or PO Shipment that is not being purchased in US Dollars. If no exchange rate is specified from this screen, a default Exchange Rate is used based on the Exchange Rate table. |
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Purchase Order Change |
7. |
The design is similar to PO Preparation, this screen allows you to make adjustments to any Purchase Order information after the order has already been issued. Select "Balance of Order" to make changes to General Purchase Order information (addresses, ship from locations, etc). Select the number representing each line on the PO to specifically adjust product information (price, quantity etc.). You can not make changes to purchase order shipments that have already become Ventures.
*Click link to download MS Word Walkthrough Document |
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Purchase Order Cancel |
8. |
Allows you to cancel and remove a PO from the system. Cancelled POs cannot be accessed through the system. You can only cancel a PO if none of the shipments in that PO have become Ventures. |
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Purchase Order View |
9. |
To view Purchase Order information from here. It is a "read-only" view of the Preparation/Change screens for a Purchase Order. |
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