Action: Edit, View or Print Purchase Order
Need to make some amendments to an existing purchase order? Perhaps you need to resend the order to the supplier. Simply navigate to the specific order to review the order or revert it to edit mode to allow for changes.
To edit a Purchase Order the Order must be in Draft mode. To change an Issued Purchase Order, click on the More button then click Rever to Draft.
Via Business Menu - User knows the Purchase Order number
Click on Business from the main menu, then click on Purchase Orders. Click on the blue hyperlink Purchase Order Number to open that specific order.
Via Job Menu - User knows the Job this Purchase Order was assigned to
Click on Job from the main menu, then click on Job Management. Click on the blue hyperlink Job number to open that specific Job.
1. Under Bills menu click on Purchase Order. Click on the blue hyperlink Purchase Order Number to open that specific order, or
2. Click on Financial then under Bills menu click on Purchase Order . Click on the blue hyperlink Purchase Order Number to open that specific order.
Purchase Order View
Account Details: Shows Organisation
details that the purchase order was created for.
B Invoice To: Details of where to Supplier should send their invoice for processing.
C Delivery Instructions : Any additional delivery instructions will show here.
Delivery Address: Shows delivery address as set by Organisation
E Creation Details: Contact details of person who created the order, creation date and Job purchase order assigned to. Click on the job number hyperlink to view job details.
F Control Buttons : Click respective icons to print, export to pdf or mail direct to Supplier.
More Button explained!
Clone - Click to copy this order.
Receipt - Click to enter receipt details.
Mark as Billed - Click to convert order status to Billed.
Mark as Closed - Click to close the order. Once closed any outstanding deliveries or bills can not be processed.
Revert to Draft - Click to revert to draft to allow for editing.
Archive - Click to remove Purchase Order costs from all financial reports.
G Order Details: Purchase order number and status.
H Supplier Details: Contact details of Supplier.
I Additional Order Details: View the reference details, currency, purchase order creation and delivery dates.
J Item Details: List view of all items on this purchase order including description, quantity ordered, received and outstanding, unit cost and item cost.
K Order Totals: Subtotal, GST and Order Total as well as the value of Bills and Credits received to date.
L Payment Terms and/Or Terms & Conditions: This field will pre-populate based on the organisation that has been selected. Refer Account Settings
APP: Purchase Orders
A purchase order is a legal document that is issued by the buyer to the seller indicating what goods or services they wish to buy. It should include as a minimum the quantity and price of the goods or services. The QicWorks companion app operates in ...
Action: Edit, View or Print Credit Note
Need to review a Credit Note? Perhaps the Credit Note needs updating? Use the following help file to open, edit or reprint your existing Credit Notes for Purchase Orders. Navigation Via Business Menu - User knows the Purchase Order number this Credit ...
Action: Edit, View or Print Bills
Need to review a Bill? Perhaps the Bill needs updating? Use the following help file to open, edit or reprint your existing Bills. Navigation Via Business Menu - User knows the Purchase Order number this Bill is for Click on Business from the main ...
Action: Edit, View or Print an Expense
Need to review an Expense? Perhaps you are looking to print a copy for your files? Individual Expenses can be accessed from your Expense Management Table. Qic-Tip To edit an Expense the Expense must be in Draft mode. To change an Unpaid Expense to ...
Action: Edit, View or Print Delivery Docket/Receipt
Delivery dockets/receipts details can be reviewed at any time. Simply navigate to the specific purchase order, open Delivery Receipts and then select edit mode of the specific delivery docket you would like to review. Delivery Dockets do not push to ...