Bulk Purchase Orders

Bulk Purchase Orders

QicWorks bulk purchase order facility allows users to create a purchase order on a single supplier, and then allocate each line item’s costs to a different job number. Bulk Purchase Orders can only be created via the webserver.

Purchase Order Status explained!
Draft:   The Purchase Order is in draft mode and has not been released to the Supplier yet, and the costs have not been assigned to your Job Costings.
Issued:   The Purchase Order has been issued to the Supplier to fill.
Receipted:   A Delivery Docket has been entered against this Purchase Order.
Billed:   A Bill (Supplier invoice) has been entered against this Purchase Order.
Closed  : The Purchase Order has been closed.
Archived:   The Purchase Order is removed from all financial reports.
Account administrators are able to now set  when  they wish to capture the value of their purchase order within their Job costings.
  1. As soon as the purchase order has been issued.
  2. Using the bill value once it has been entered against the purchase order.
  3. Using the delivery docket and/or bill value(s) once they have been entered against the purchase order.
For more information about when to capture your purchase order values see:  Cost Reporting

QicWorks will push your Purchase Order to your accounting software in Draft format.

Click on  Business   from the main menu, then click on   Purchase Orders.  From within the Actions Menu, click on Bulk Purchase Order  .

Create a Bulk Purchase Order

Once Bulk Purchase Order has been selected, a new purchase order view will open.  Bulk Purchase orders are created similarly to single Purchase Ordes.

For more information about how to create a Purchase Order see:  Action: Create Purchase Order
1. Enter header details as applicable.
2. Click on the Add button to enter in specific line items.
3 . You will notice that there is now a Select Job dropdown. Click to select individual job this item is to be used/costed to.

4. Continue to enter the remaining purchase order details.
5. Click Save or Push applicable
6. Your created Purchase Order will now appear within your Purchase Order management table, in sequential order.

Your Purchase Order needs to be marked as Issued for costs to appear in Job financials.
For more information about the Purchase Order Management table, see: Purchase Order

View Job Numbers within Bulk Purchase Orders

Once your bulk purchase order has been created and issued, you are able to view which Job number each individual line item has been assigned to.
1. Simply navigate to the specific purchase order you are after.
2. Click on Internal Information
3. View Job Number below item specifics

For more information about capturing Job costs see: Job Financial Overview

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