Modify Purchase Order

When selecting the Purchase Order from the Program Menu, it will automatically put you in the display screen. You will have the ability to see all your (Open, Pending, Credit, Closed, Posted, AP Export, Sub Rental) purchase orders at a glance. If you want to modify a contract, click on the contract to modify.

You can select the desired purchase order by clicking on the purchase order line. If you click on the plus sign, all the items on the purchase order will be displayed.

You will have the option to (Inquiry, Print, Modify, Receive Items from PO, Line Item Breakout, Clone, Void or Export to spreadsheet). 

Once the purchase order screen is displayed, you can then modify any of the fields.

Options

Ship to Store: This can be used to easily change the ship to address to another store.  Of course, these fields can also be manually populated.

GL Entries: If using an integrated accounting package, this will display the Accounting Queue from the PO.

Unpost PO: If a purchase order has already been posted, but further corrections are needed, the user can use this field to unpost the PO.  It will have to manually be removed from the accounting software before being exported again.  This is security protected under purchase orders on the security grid at a company/group/employee level.

Change PO’s Store: This allows the user to change the PO’s store.  The security for this is the same that is associated with changing a contract’s store in counter system.

PO Edit: This shows a list/pdf views of all modifications of a purchase order.

Attachments: Any documents/photos relevant to the purchase order can be linked here.

EDI Import: For large purchases, a csv can be imported off items/quantities rather than adding each item individually.  See the EDI Import document for additional information.
View Calls (Elite) - This will show all call logs for the purchase order/vendor. They can also be created and edited from here.
 

Open - this tab option will display all the open purchase orders.

Pending - this tab option will display all pending purchase orders. (Not finished)

Credit - this tab option will display all credit purchase orders.

Closed - this tab option will display all the closed purchase orders.

Posted - this tab option will display all the closed purchase orders that have been posted to Accounts Payable.

AP Export - Allows you to export purchase orders to an iif file to be imported into your accounting software. An import file will be created with the name of AP yyyy.mm.dd.batch#.iif for QuickBooks and yyyy.mm.dd batch#.Ap.csv for comma delimited. The file will be stored in the export directory defined under Program Menu: Configurations: Account Numbers.

Subrental Pending - this option will display all the pending Subrental purchase orders.

Inquire - This option allows you to look at all purchase orders for a specific purchase order

Print - This option allows you to print a purchase order.

Modify - This option allow as you to make changes to a specific purchase order.

Receive Items from PO - This option will allow you to receive items in on a specific purchase order.

Clone PO -  This option will allow you to make a copy of a specific purchase order.

Voided - This option will display all voiced purchase orders.

Export to Spreadsheet -  Allows you to export purchase order to an excel spreadsheet

Checking the selection box for multiple items will give you a new right click menu that allows you to create a transfer or receive several items at once.