Articles
Purchase Order Entry
Daily > Purchase Order Entry To Browse or edit a Purchase Order go to Purchase Order Lists and double click a Purchase Order. Top Line Buttons Save: Adds the purchase order and clears everything on the screen to allow ente...
Purchase Orders for Vendor
Records > Vendors > Purchase Orders This screen shows a listing of purchase orders for a vendor. By default it shows all purchase orders that are posted and open. Change the filters to find the PO’s you want to see. Buttons w...
Purchase Order Close
When an invoice is saved or submitted, the system auto-generates full or partial closing entries to the Purchase Order line/s selected. If later you find there is an open balance on a PO that is no longer needed, the menu option Close (on the PO...
Purchase Order Setup and Rules
Settings > Purchase Order > General Options Activates use of Purchase Order. __________________________________________________________________________________________________________________ User status In/Out of office ...
Purchase Order General (Encumbrance)
To implement the use of encumbrance: Settings > Purchase Order > General Options. “Use Encumbrance” (optional setting). If box is checked, the encumbrance column on G/L account file will be updated when a PO is pos...
How To - Purchase Order Import
Daily > Purchase Order Entry > Import Choose your Import Name. Period, Date, and Group from the drop-down menu options then click Import You will be prompted to either Select your file or Drag and Drop yo...
Close All Purchase Orders
Month End > Close All Purchase Orders To close a large number of Purchase Orders at one time, you can do so using this menu option. Close all thru: This will close all POs prior and including the month you select. ...
Purchase Order List
This screen shows a listing of all purchase orders. Change the filters to find the PO’s you want to see. By default it shows all unposted purchase orders. Buttons will be activated based on where you fall in the approval table pro...