Purchase Orders - Revision history

Marks: /* Receiving parts on a PO */

2015-03-17T20:22:09Z

Receiving parts on a PO

2014-07-24T19:15:30Z

Order Item Tab - Color Coding Material

2014-07-24T19:14:45Z

Order Item Tab - Color Coding Material

2014-07-24T19:13:31Z

Order Item Tab - Color Coding Material

2014-05-26T22:35:54Z

Create PO in Inventory Module

2013-12-18T16:33:21Z

What to do if you receive the wrong parts on a PO

2013-12-18T16:32:18Z

What to do if you receive the wrong parts on a PO

2013-06-05T23:37:27Z

2013-06-05T23:29:14Z

Shipping Address

2013-04-17T23:42:22Z

Changing quantities on an order if the items are linked to a PO

@@ Line 188: / Line 188: @@
 #    Select the item on the tab and click '''Receive Item'''.
 #    On the '''Receive PO Items''' window:
-*        If serialized, enter the serial number on the Receive Stock tab and click '''Add'''. Select the warehouse the parts are going to. Click '''OK'''.
+##        If serialized, enter the serial number on the Receive Stock tab and click '''Add'''. Select the warehouse the parts are going to. Click '''OK'''.
-*        If non-serialized, enter the '''Receive Quantity''' on the Receive Stock tab. Select the warehouse the parts are going to. Click '''OK'''.
+##        If non-serialized, enter the '''Receive Quantity''' on the Receive Stock tab. Select the warehouse the parts are going to. Click '''OK'''.
-<br>5.    Continue receiving items. When the last item is received, you will be prompted to close the PO.
+#    Continue receiving items. When the last item is received, you will be prompted to close the PO.
 <br>'''NOTE'''
@@ Line 199: / Line 199: @@
 <br> If you click Yes it will receive more than was ordered.
 == What to do if you receive the wrong parts on a PO ==

@@ Line 20: / Line 20: @@
 On the Order Items tab the inventory items will have colors associated with their Link Status
 <br>'''Yellow Items'''
 <br>- Has JIT items
 <br>'''Gray Items'''
 <br>- Allocated
 <br>'''White Items'''
 <br>- Reserved Items

@@ Line 20: / Line 20: @@
 On the Order Items tab the inventory items will have colors associated with their Link Status
 <br>'''Yellow Items'''
-<br>- Serialized - Has JIT & Allocated
+<br>- Has JIT items
 <br>'''Gray Items'''
-<br>- Non-Serialized - Allocated
+<br>- Allocated
 <br>'''White Items'''
 <br>- Reserved Items
 <br>[[File:MaterialLinkStatusColors.png]]

@@ Line 27: / Line 27: @@
 <br>'''White Items'''
 <br>- Reserved Items
-<br>[[File:MaterialColorCoding.png]]
+<br>[[File:MaterialLinkStatusColors.png]]
 == Create PO for Selected Items ==

@@ Line 156: / Line 156: @@
 #    To print, select Standard Purchase Order.
 #    To email, select Email Standard Purchase Order.
 == Create PO from the inventory item ==

@@ Line 203: / Line 203: @@
 == What to do if you receive the wrong parts on a PO ==
-If you receive parts on a PO that you shouldn’t have received, if you have the permission to do so in your User Group, you can right click on the PO Item and select "Reverse Receipt"
+If you receive parts on a PO that you shouldn’t have received, if you have the permission to do so in your User Group, you can right click on the PO Item and select '''Reverse Receipt'''.
 [[File:ReverseReceipt.png]]

@@ Line 16: / Line 16: @@
 <br>Review the [[Material Allocation]] section for more information about allocating stock.
 == Order Item Tab - Color Coding Material ==
@@ Line 119: / Line 112: @@
 <br>- When you receive the items on the PO, the stock will be automatically reserved for the service or install order the PO was created from.
 == Create PO in Inventory Module ==

@@ Line 245: / Line 245: @@
 <br>Make sure your warehouses have an address by going to''' Setup''' module > '''company''' > '''Lists''' > '''Warehouses'''. Select the warehouse and click Edit at the bottom. Enter the address in the window that opens (image below).
 <br>[[File:DefaultLocationAddress.png]]
 == Next PO Number ==

@@ Line 418: / Line 418: @@
 <br>[[File:POWithLinkedItems.png]]
-<h3>Increase Quantity of Material on Service Order linked to a PO</h3>
+<h3>Increase quantity of material on an order that is linked to a PO</h3>
 Open the material item on the order and increase the quantity from 1 to 2. It adds another material line item to order as “Has JIT Items”
 <br>[[File:IncreaseMaterialQuantityPastQtyOnPO.png]]
@@ Line 431: / Line 431: @@
 <br>[[File:AdditionalItemAddedToPO.png]]
-<h3>Decrease Quantity of material on an order that is linked to a PO</h3>
+<h3>Decrease quantity of material on an order that is linked to a PO</h3>
 <br>- Go to Service Order and open the material
 <br>- Click the Stock Details tab