Processing a Purchase Order

Summary

This article explains how to process an purchase order. This will include printing and receiving the order.

Go to " Purchase Ordering Add or Edit Purchase Orders".

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:

Split the order line by moving the cursor onto the line in question, and pressing <Shift+F7>.
Enter the amount that you are receiving into stock. Press <Esc> and <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.

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.