Action: Edit, View or Print Purchase Order

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.


Qic-Tip
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




A    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.
  Delivery Instructions : Any additional delivery instructions will show here.
D    Delivery Address: Shows delivery address as set by Organisation .
   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. 
  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.

  Supplier Details: Contact details of Supplier.
I     Additional Order Details: View the reference details, currency, purchase order creation and delivery dates.
   Item Details: List view of all items on this purchase order including description, quantity ordered, received and outstanding, unit cost and item cost.
   Order Totals: Subtotal, GST and Order Total as well as the value of Bills and Credits received to date.

   Payment Terms and/Or Terms & Conditions:  This field will pre-populate based on the organisation that has been selected. Refer  Account Settings


For more information about Purchase Orders see: Purchase Orders
For more information about how to create a Delivery Docket see: Action: Create Delivery Docket
For more information about how to create a credit note see: Procurement Credit Note
For details on how to match a Bill to a Purchase Order, see: Action: Create Bill

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