Difference between revisions of "Processing a Purchase Order"
From Catalyst
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== Receiving the Purchase Order == | == Receiving the Purchase Order == | ||
| − | Go to {{Menu|Purchase Ordering|Add | + | Go to {{Menu|Purchase Ordering|Add/Edit/Process Purch. Orders}}. |
* Enter the supplier account code, or [[How do I Find a Customer?|search]] for the supplier. | * Enter the supplier account code, or [[How do I Find a Customer?|search]] for the supplier. | ||
* Select the order to process. | * Select the order to process. | ||
| − | * Press {{KeyPress| | + | * Press {{KeyPress|F7}} to go to the order items. |
* Press {{KeyPress|T}} to tag the items received in the list. Make sure you check that the price, quantity and part number are correct. | * Press {{KeyPress|T}} to tag the items received in the list. Make sure you check that the price, quantity and part number are correct. | ||
{{Note|title=Note |text=If you have only received part of what you ordered of an item, you deal with this in the following manner: | {{Note|title=Note |text=If you have only received part of what you ordered of an item, you deal with this in the following manner: | ||
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* Tag the line with quantity you want to receive as above.}} | * Tag the line with quantity you want to receive as above.}} | ||
| − | * Press {{KeyPress| | + | * Press {{KeyPress|F4}} to receive the lines on the order. |
* Press {{KeyPress|Enter}} on the "Tagged Items Found" window. | * Press {{KeyPress|Enter}} on the "Tagged Items Found" window. | ||
* Press the {{Button|Receive}} button and enter the supplier {{DataValue|Delivery Note}} or {{DataValue|Invoice number}}, if there is no Delivery Note. | * Press the {{Button|Receive}} button and enter the supplier {{DataValue|Delivery Note}} or {{DataValue|Invoice number}}, if there is no Delivery Note. | ||
Revision as of 18:29, 29 April 2012
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Contents
Summary
This article explains how to process an purchase order. This will include printing and receiving the order.
More Information
Printing the Purchase Order
Go to " Purchase Ordering Add/Edit/Process Purch. Orders".
- Enter the supplier account code, or search for the supplier.
- Select the order to process.
- Press <F7> to go to the order items.
- Press <A> to tag all the items in the list.
- Press <F3> to print the order.
Receiving the Purchase Order
Go to " Purchase Ordering Add/Edit/Process Purch. Orders".
- Enter the supplier account code, or search for the supplier.
- Select the order to process.
- Press <F7> to go to the order items.
- Press <T> to tag the items received in the list. Make sure you check that the price, quantity and part number are correct.
 | Note: If you have only received part of what you ordered of an item, you deal with this in the following manner:
|
- Press <F4> to receive the lines on the order.
- Press <Enter> on the "Tagged Items Found" window.
- Press the [Receive] button and enter the supplier 'Delivery Note' or 'Invoice number', if there is no Delivery Note.
- The system will print a Goods Received Note, which should be stapled to the supplier paperwork from which you have booked in the goods. This should then go to the accounts department.
See Also
