Processing a Purchase Order

Details

Go to "Purchase Ordering" -> "Select Process Orders".

• At "Supplier:" type in the suppliers account code if known, or search for a supplier.
• Arrow key down the list of orders until the cursor is pointing at the order to process.
• Press <F7> Order Items
• Move down the list of items tagging each item that you have received by tapping <T> against it. Make sure you check the price, quantity and part number are correct.
• If a part number is incorrect e.g. it has been superseded, over type the item with the new code. If the new code doesn’t exist, press <Shift+F10> and create it by filling in the description, prices, group, vat rate, cost centre and, if this is a Supersession, fill in the previous Supersession part number field with the old part number. Choose

[Done] and [Accept] the item to return to your order.

• If a price is incorrect, arrow key over to the price and correct it.
• If you have only been sent part of a quantity, you have 2 options:
  • If the supplier is not going to send any more, arrow key across to the quantity field and over type it with the quantity you have been sent.
  • If the remaining quantity is on backorder with the supplier, press <Shift+F7> whilst the cursor is pointing at the item.

Enter the quantity which you have been sent and tap Enter twice. This will split the order leaving the remaining quantity at the bottom of the order for now. You can receive this at a later date when it arrives.

• Once you have tagged all the items which you have received, press <F6>
  • Choose Tagged items by pressing <F2>.
  • Confirm you wish to Receive the order by press <Enter>
  • If prompted, enter the delivery note number on the Notes box and press <Enter>.
  • Your Goods Received Note & Labels will now be printed.

See also

• How do I find a supplier?

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Keywords AND Misspellings

purchase orders, processing