Difference between revisions of "Processing a Purchase Order"
From Catalyst
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== Summary == | == Summary == | ||
| − | This article explains how to | + | This article explains how to process an purchase order. This will include printing and receiving the order. |
== More Information == | == More Information == | ||
| − | Go to | + | == Printing the Purchase Order == |
| − | * | + | Go to {{Menu|Purchase Ordering|Add or Edit Purchase Orders}}. |
| − | * | + | * Enter the supplier account code, or [[How do I Find a Customer?|search]] for the supplier. |
| − | * Press {{KeyPress| | + | * Select the order to process. |
| − | + | * Press {{KeyPress|F2}} to process the order. | |
| − | * | + | * Press {{KeyPress|A}} to tag all the items in the list. |
| − | + | * Press {{KeyPress|F5}} to print the order. | |
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| − | == | + | == Receiving the Purchase Order == |
| − | *[[How do I | + | Go to {{Menu|Purchase Ordering|Add or Edit Purchase Orders}}. |
| + | * Enter the supplier account code, or [[How do I Find a Customer?|search]] for the supplier. | ||
| + | * Select the order to process. | ||
| + | * Press {{KeyPress|F2}} to process the order. | ||
| + | * 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: | ||
| + | * Split the order line by moving the cursor onto the line in question, and pressing {{KeyPress|S-F7}}. | ||
| + | * Enter the amount that you are receiving into stock. Press {{KeyPress|ESC}} and {{KeyPress|Accept}}. | ||
| + | * The system creates two lines on the Purchase Order for the same Stock Code. | ||
| + | * Tag the line with quantity you want to receive as above.}} | ||
| − | {{KB_Tags| | + | * Press {{KeyPress|F6}} to receive the lines on the order. |
| + | * 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. | ||
| + | * 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. | ||
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| + | {{KB_Tags|Purchase orders, printing a purchase order}}{{KB_OP}} | ||
Revision as of 11:56, 1 November 2010
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 or Edit Purchase Orders".
- Enter the supplier account code, or search for the supplier.
- Select the order to process.
- Press <F2> to process the order.
- Press <A> to tag all the items in the list.
- Press <F5> to print the order.
Receiving the Purchase Order
Go to " Purchase Ordering Add or Edit Purchase Orders".
- Enter the supplier account code, or search for the supplier.
- Select the order to process.
- Press <F2> to process the order.
- 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 <F6> 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.
