The Purchase Order Action Menu can be accessed by using the following steps;

1. Purchasing.
2. Purchase Orders.
3. Select a specific Purchase Order.
4. Select the Action button. 

 

 

Action

Add Shipping Cost

 

Can only be used when selecting a Completed or Invoiced Purchase Order.

The Add Shipping Cost action will allow users to add shipping costs to any receipts on the selected PO. After adding an amount to the Shipping field, press OK to save the cost information.

 

 

Change Address

 

Using the Change Address option will allow users to edit the information in the Address section of the Purchase Order record, without having to press Edit. After adding or changing information in any field, press OK to save any changes made.

 

 

Edit Attachments

 

Using the Edit Attachments action will allow users to edit, or add Attachments to the selected PO.

 

 

Generate POs

 

Using the Generate POs action will allow users to generate Purchase Orders for parts that are being called for Replenishment. 

 

The Filter drop-down allows you to choose an Inventory Parts filter to limit the Parts that would be used to Generate POs. Choosing a filter is not required, if you wish to have MVP One check replenishment on all parts, press "ok" to continue with the action.

 

Invoice

 

Can only be used when selecting a Completed or Invoiced Purchase Order.

 

 

 

Print Receiver

 

Can only be used when selecting a Completed or Invoiced Purchase Order.

 

The Print Receiver action on Purchase Orders (POs) details the information from each Receipt and Invoice information that was entered via Action > Invoice. 

 

When using the Print Receiver action there will be a drop-down menu choice to choose which Receipt No. you'd like to select.

 

Reorder

 

Using the Reorder option will allow users to make a copy of the selected Purchase Order.

 

 

Update Tax

The Update Tax action will allow users to update the Tax Codes for all line items using a drop-down of available Tax Codes.

 

 

 

Line Items

 

Edit

The Edit Line Items action allows users to edit any line items on the Purchase Order, without having to have access to the Edit option.

 

Receive

 

Once a PO is ready to be received into stock, or its various receive to locations, it can be done through the Action menu on the Purchase Order page, while that specific Purchase Order is selected.

 

When using Action > Receive on a PO, the Quantity Received shows how much has been received on Line Items that have been received. If nothing has been received on those Line Items, it will show 0.

 

When using Action > Receive on a PO, the Quantity Ordered shows how much was requested on the Line Item.

 

Receive All

The Receive All action will, upon pressing OK, receive all requested quantities for all Line Items.

 

Return

 

The Return action allows the user to return any line items that have been received to the Selected Purchase Order.

 

 

 

Status

 

Order:

Can only be used when selecting a PO with the status of "Ready". Using the Order action will update the status of the selected PO(s) to "Ordered", and will update the Ordered Date to the current date and time.

 

Close:

Can only be used when selecting a Completed or Invoiced Purchase Order. Using the Close action will move the Purchase Order to Purchase Order History

 

Close All Completed:

Using this action will move any open Purchase Order with the status of "Completed" to Purchase Order History.

 

Close All Invoice:

Using this action will move any open Purchase Order with the status of "Invoiced" to Purchase Order History.

 

Close Filtered:

Using this action will move any open Purchase Order within a chosen saved filter to Purchase Order History. This will only affect Purchase Orders that have the status of Completed or Invoiced.