Purchase Orders
The
Purchase Orders dialog box provides options for creating new purchase orders,
viewing open purchase orders, and performing certain maintenance activities on
open POs (Edit PO, Receive Parts, Delete POs). The Purchase Orders dialog box is
opened from the Inventory menu.
Creating Purchase
Orders
Manager offers several different methods of generating purchase
orders.
- Select Restock From
Inventory
to generate a
PO based
upon parts with inventory levels which have dropped below a calculated restocking
level
- Select Pick List from
Orders to generate a
PO based upon the parts
that are committed to open orders.
- Select Add to open the Purchase Order
Worksheet, in which you can manually build an order.
Purchase Order
Maintenance
The Purchase Order grid lists the
PO
number,
Vendor Name,
PO
Required date, and the PO Status (Open,
Closed). Option buttons along the top of the Purchase Orders screen allow you to
choose to view all P.O.s (Open and Closed), Open P.O.s, or Closed P.O.s
only.
Manager offers a number of maintenance activities that you can perform on
Purchase Orders. You can:
-
Select Print Recv'd Check List to print
preview (and print if desired) a checklist of all of the parts on the PO.
-
Choose Search to conduct a robust search of POs based on POs based on Status, Date, or Vendor.
- Select Add Order to Add items to the
purchase order.
-
Select Edit/Receive
Order to edit items
on the purchase order or to receive items to the PO.
- Select Delete to permanently remove a
purchase order.
- Select Done to close the Purchase Orders
dialog box.
