ITrack/Enterprise/Purchase Orders Screen - Revision history

Dillon Sadofsky at 19:28, 20 August 2015

2015-08-20T19:28:16Z

@@ Line 66: / Line 66: @@
 [[Image:POVendorList.png|thumb|center|700px]]
 ==Partial Receiving==
-Partial receiving is when you have purchase order for a certain quantity of a part and receive less than the total listed in the purchase order.
+Partial receiving is when only part of the order quantity has been received.  Possibly this is because the vendor is shipping items in 2 shipments, or possibly they simply ran out of stock to fulfill the order.  Whenever new quantity is received on a PO, it creates a new posting.  A PO can have as many postings as you want.
@@ Line 87: / Line 74: @@
-In the ''New'' column of the purchase order, type in the number of items you have received. The Received column will now reflect the number received. Be sure to click '''Save''' when you are done to keep your changes.
+To partially receive a PO, type in the number of items you have received in the ''New'' column of the purchase order. The Received column will now reflect the number received. Be sure to click '''Save''' when you are done to keep your changes.
 If you have only received part of a purchase order but still wish to close it, check the '''Force 'Done Receiving'''' box in the lower right corner. Now when you click '''Save''', the purchase order will still close even thought the entire order is not received.
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 [[Image:POReceiveAll.png|thumb|center|700px]]
 [[Category:ITrack/Enterprise]]

Dillon Sadofsky: /* =Viewing Old PO Postings */

2015-08-20T19:24:37Z

=Viewing Old PO Postings

← Older revision		Revision as of 14:24, 20 August 2015
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	[[Image:PONumber.png\|thumb\|center\|700px]]		[[Image:PONumber.png\|thumb\|center\|700px]]

	===Viewing Old PO Postings==		===Viewing Old PO Postings===
	Sometimes, when a PO is received in multiple shipments, a PO will have more than one posting, each one representing one of the times a user received quantity into inventory. If you wish to load a historical posting, click the posting # field. From here, the user can edit prices and received quantities on that historical posting, possibly correcting any inaccuracies.		Sometimes, when a PO is received in multiple shipments, a PO will have more than one posting, each one representing one of the times a user received quantity into inventory. If you wish to load a historical posting, click the posting # field. From here, the user can edit prices and received quantities on that historical posting, possibly correcting any inaccuracies.

Dillon Sadofsky: /* Closing Purchase Orders */

2015-08-20T19:24:26Z

Closing Purchase Orders

← Older revision		Revision as of 14:24, 20 August 2015
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	[[Image:POVendorList.png\|thumb\|center\|700px]]		[[Image:POVendorList.png\|thumb\|center\|700px]]

	==~~Closing~~ Purchase Orders==		==Finalizing Purchase Orders==
	Once you have obtained the items in a purchase order, you can ~~close~~ the purchase order. ~~ITrack allows you to record when you have partially received a purchase order and when you have fully received it~~.		Once you have obtained the items in a purchase order, you can mark the purchase order as "Done Receiving". POs that are done receiving cannot add new items or create new postings.

	To open an old purchase order, click next to ''PO #'' in the ''Purchase Orders Screen''. Enter the purchase order number you wish to open and click '''OK'''.		When Accounts Payable gets the invoice from the vendor, they should reopen each posting, verify (and possibly correct) pricing and quantities. After doing this, they should mark the posting as approved. Approved postings cannot have anything about them edited. For info on how to load a PO or posting, see the next section.


			==Viewing Saved Purchase Orders==
			To open an old purchase order, click next to ''PO #'' in the ''Purchase Orders Screen''. Enter the purchase order number you wish to open and click '''OK'''. This will open the specified PO at the specified store and start a new posting on that PO.

	[[Image:PONumber.png\|thumb\|center\|700px]]		[[Image:PONumber.png\|thumb\|center\|700px]]

			===Viewing Old PO Postings==
			Sometimes, when a PO is received in multiple shipments, a PO will have more than one posting, each one representing one of the times a user received quantity into inventory. If you wish to load a historical posting, click the posting # field. From here, the user can edit prices and received quantities on that historical posting, possibly correcting any inaccuracies.

	==Partial Receiving==		==Partial Receiving==

Dillon Sadofsky: /* Purchase Orders */

2015-08-20T19:02:30Z

Purchase Orders

← Older revision		Revision as of 14:02, 20 August 2015
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	Now, when you are creating a purchase order, you can order a part by clicking the '''Add Item''' button which will bring up the [[ITrack/Enterprise/Search Screen\|Search Screen]]. Then you can search for the part and double click on it to add it to your purchase order.		You are now ready to create a purchase order. Entering a vendor can be done in a couple different ways.


	~~[[Image:SearchedPurchaseOrders.png\|thumb\|center\|700px]]~~


	You are now ready to create a purchase order ~~from the ''Purchase Orders Screen''~~. Entering a vendor can be done in a couple different ways.

	* Type the entire name or partial part of a name into the ''Vendor'' field. If there is only one vendor with that name, the information will automatically fill in when you hit the tab key on your keyboard. If there is more than one with the name, the [[ITrack/Enterprise/Vendor List Screen\|Vendor List Screen]] will open so you can select the correct vendor. Double click on the one you want. The information will transfer over to the ''Purchase Orders Screen''.		* Type the entire name or partial part of a name into the ''Vendor'' field. If there is only one vendor with that name, the information will automatically fill in when you hit the tab key on your keyboard. If there is more than one with the name, the [[ITrack/Enterprise/Vendor List Screen\|Vendor List Screen]] will open so you can select the correct vendor. Double click on the one you want. The information will transfer over to the ''Purchase Orders Screen''.

Dillon Sadofsky: /* Purchase Orders */

2015-08-20T19:00:23Z

Purchase Orders

← Older revision		Revision as of 14:00, 20 August 2015
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	{{Tip\|If you are ordering a part because you want to have it in stock, not for a specific customer, ~~enter your company~~ as ~~a customer~~.}}		{{Tip\|If you are ordering a part because you want to have it in stock, not for a specific customer, use the receiving store as the destination.}}


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	Before you can create a purchase order, you must have already entered the part you are ordering into your inventory. When you are entering a part into inventory, you can set the minimum quantity your company should have in stock at any give time.		Before you can create a purchase order, you must have already entered the part you are ordering into your inventory. When you are entering a part into inventory, you can set the minimum quantity your company should have in stock at any give time, allowing you to do suggested ordering using the [[ITrack/Enterprise/Inventory Overview Screen\|Inventory Overview Screen]].

Dillon Sadofsky: /* Purchase Orders */

2015-08-20T18:57:23Z

Purchase Orders

← Older revision		Revision as of 13:57, 20 August 2015
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	Now, we need to select the part for the purchase order. There are several ways to add parts to the ''Purchase Orders Screen''. You can click in the lookup field and ~~enter one~~ of the following:		Now, we need to select the part for the purchase order. There are several ways to add parts to the ''Purchase Orders Screen''. You can click in the lookup field and perform a smart search, which generally allows searching inventory by any of the following:

	*Part SKU Number		*Part SKU Number
	*Tag number ~~prefaced by a “T” (ie. “TTAG3”)~~		*Tag number
	*Part Model name ~~Prefaced by a “P”~~ (ie. ~~“PRTLO13610B”~~)		*Part Model name (eg. “RTLO 13610B”)
	*OEM Number ~~prefaced by an “O”~~ (ie. ~~“O12345”~~)		*OEM Number (eg. “12345”)
	*Type#-Interchange# or just Interchange# prefaced by “I” (ie. ~~“I300-1563B”)~~
			For more information about the smart search, see the [[ITrack/Enterprise/Search Screen\|Search Screen]].

	Alternatively, you can click the '''Add Item''' button near the lower right corner of the screen. This will bring up the [[ITrack/Enterprise/Search Screen\|Search Screen]]. Conduct a search to find the part. Parts that are out of stock will appear red, and parts that are in stock but below your minimum quantity will appear yellow.		Alternatively, you can click the '''Add Item''' button near the lower right corner of the screen. This will bring up the [[ITrack/Enterprise/Search Screen\|Search Screen]]. Conduct a search to find the part. Parts that are out of stock will appear red, and parts that are in stock but below your minimum quantity will appear yellow.
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	[[Image:POVendorList.png\|thumb\|center\|700px]]		[[Image:POVendorList.png\|thumb\|center\|700px]]


	==Closing Purchase Orders==		==Closing Purchase Orders==

Codeman: Added a juicy little tidbit of info about finalizing prices on a PO.

2010-02-26T20:56:32Z

Added a juicy little tidbit of info about finalizing prices on a PO.

← Older revision		Revision as of 15:56, 26 February 2010
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	==Receive All==		==Receive All==
	To receive all parts from a purchase order, click the '''Receive All''' button. Now ITrack will show that you have received all of the items in that purchase order~~. Be sure to click '''Save''' when you are done to keep all of your changes~~.		To receive all parts from a purchase order, click the '''Receive All''' button. Now ITrack will show that you have received all of the items in that purchase order.

			Receiving items will not allow any of the item types to be changed, but you will still be able alter price and quantity. Once the prices and quantities are verified as correct, then clicking the 'Finalize Pricing' checkbox will disable changes to those fields.

			{{Tip\|Once you finalize pricing, any adjustments that you have added will take effect.}}

			Be sure to click '''Save''' when you are done to keep all of your changes.

	[[Image:POReceiveAll.png\|thumb\|center\|700px]]		[[Image:POReceiveAll.png\|thumb\|center\|700px]]
	[[Category:ITrack/Enterprise]]		[[Category:ITrack/Enterprise]]

Codeman: Purchase Orders (Enterprise Version) is now done

2009-09-03T06:07:23Z

Purchase Orders (Enterprise Version) is now done

← Older revision		Revision as of 01:07, 3 September 2009
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	[[~~picccccccccc~~\|thumb\|center\|700px]]		[[Image:PurchaseOrders.png\|thumb\|center\|700px]]


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	[[~~picccccccccccc~~\|thumb\|center\|700px]]		[[Image:QuantityOnHand.png\|thumb\|center\|700px]]


	Now, when you are creating a purchase order, you can order a part by clicking the '''Add Item''' button which will bring up the [[ITrack/Enterprise/Search Screen\|Search Screen]]. Then you can search for the part and double click on it to add it to your purchase order.		Now, when you are creating a purchase order, you can order a part by clicking the '''Add Item''' button which will bring up the [[ITrack/Enterprise/Search Screen\|Search Screen]]. Then you can search for the part and double click on it to add it to your purchase order.


			[[Image:SearchedPurchaseOrders.png\|thumb\|center\|700px]]


	You are now ready to create a purchase order from the ''Purchase Orders Screen''. Entering a vendor can be done in a couple different ways.		You are now ready to create a purchase order from the ''Purchase Orders Screen''. Entering a vendor can be done in a couple different ways.
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	[[Image:~~picccccccccccccc~~\|thumb\|center\|700px]]		[[Image:EnterPurchaseOrderCustomer.png\|thumb\|center\|700px]]


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	[[Image:~~piccccccccccccc~~\|thumb\|center\|700px]]		[[Image:PurchaseOrderResults.png\|thumb\|center\|700px]]


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	[[Image:~~pic\|thumb\|center\|700px]]~~		[[Image:PurchaseOrderButton.png\|thumb\|center\|700px]]


	~~[[Image:reorder report~~.png\|thumb\|center\|700px]]


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	~~[[Image:new po~~.~~png\|thumb\|center\|700px]]~~		When you are finished adding items to the purchase order, click the '''Save''' button.


	~~When you are finished adding items to the purchase order, click the '''Save''' button.~~

	If you want to make sure your purchase order saved, you can view it by clicking on ''Vendor List'' from the [[ITrack/Enterprise/Home Screen\|Main Menu]]. Now conduct a search for your vendor and double click on it. Click on the ''Purchase Orders'' tab to view purchase orders for the vendor.		If you want to make sure your purchase order saved, you can view it by clicking on ''Vendor List'' from the [[ITrack/Enterprise/Home Screen\|Main Menu]]. Now conduct a search for your vendor and double click on it. Click on the ''Purchase Orders'' tab to view purchase orders for the vendor.


	[[Image:~~part in po~~.png\|thumb\|center\|700px]]		[[Image:POVendorList.png\|thumb\|center\|700px]]


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	To open an old purchase order, click next to ''PO #'' in the ''Purchase Orders Screen''. Enter the purchase order number you wish to open and click '''OK'''.		To open an old purchase order, click next to ''PO #'' in the ''Purchase Orders Screen''. Enter the purchase order number you wish to open and click '''OK'''.

	[[~~[[[[[[[[Piccccccccc]]]]]]]]~~]]		[[Image:PONumber.png\|thumb\|center\|700px]]

	==Partial Receiving==		==Partial Receiving==
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	[[Image:~~received partial~~.png\|thumb\|center\|700px]]		[[Image:POPartialReceiving.png\|thumb\|center\|700px]]


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	[[Image:~~receive all~~.png\|thumb\|center\|700px]]		[[Image:POReceiveAll.png\|thumb\|center\|700px]]
	[[Category:ITrack/Enterprise]]		[[Category:ITrack/Enterprise]]

Codeman: Changed PO to Enterprise version - Just have to add the images now

2009-09-03T05:22:34Z

Changed PO to Enterprise version - Just have to add the images now

← Older revision		Revision as of 00:22, 3 September 2009
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	==Purchase Orders==		==Purchase Orders==
	The Purchase Orders Screen allows you to create purchase orders and assign them to vendors and customers you already have entered into ITrack ~~Pro~~. To open this screen, click on Purchase Orders in the [[Main Menu]].		The Purchase Orders Screen allows you to create purchase orders and assign them to vendors and customers you already have entered into ITrack Enterprise. To open this screen, click on Purchase Orders in the [[ITrack/Enterprise/Home Screen\|Main Menu]].


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	[[~~Image:blank po screen.png~~\|thumb\|center\|700px]]		[[picccccccccc\|thumb\|center\|700px]]


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	[[~~Image:set quantity.png~~\|thumb\|center\|700px]]		[[picccccccccccc\|thumb\|center\|700px]]


	Now, when you are creating a purchase order, you can order a part by clicking the '''Add Item''' button which will bring up the [[Search Screen]]. Then you can search for the part and double click on it to add it to your purchase order.		Now, when you are creating a purchase order, you can order a part by clicking the '''Add Item''' button which will bring up the [[ITrack/Enterprise/Search Screen\|Search Screen]]. Then you can search for the part and double click on it to add it to your purchase order.

	You are now ready to create a purchase order from the ''Purchase Orders Screen''. Entering a vendor can be done in a couple different ways.		You are now ready to create a purchase order from the ''Purchase Orders Screen''. Entering a vendor can be done in a couple different ways.

	~~[[Category:ITrack/Enterprise]]~~		* Type the entire name or partial part of a name into the ''Vendor'' field. If there is only one vendor with that name, the information will automatically fill in when you hit the tab key on your keyboard. If there is more than one with the name, the [[ITrack/Enterprise/Vendor List Screen\|Vendor List Screen]] will open so you can select the correct vendor. Double click on the one you want. The information will transfer over to the ''Purchase Orders Screen''.
	~~[[Image:vendor field.png\|thumb\|center\|700px]]~~


	1) Type the entire name or partial part of a name into the ''Vendor'' field. If there is only one vendor with that name, the information will automatically fill in when you hit the tab key on your keyboard. If there is more than one with the name, the [[Vendor List Screen]] will open so you can select the correct vendor. Double click on the one you want. The information will transfer over to the ''Purchase Orders Screen''.

	2) Type the vendor number into the ''Vendor'' field and then ht the tab key on your keyboard and that vendor's information will be automatically filled in. If there is only one vendor with those digits, the information will automatically fill in when you hit the tab key on your keyboard.		* Type the vendor number into the ''Vendor'' field and then hit the tab key on your keyboard and that vendor's information will be automatically filled in. If there is only one vendor with those digits, the information will automatically fill in when you hit the tab key on your keyboard.

	3) Type in the last digits (you can choose how many, we recommend the last four) of the vendor's phone number. If there is more than one with the same last digits, the ''Vendor List Screen'' will open so you can select the correct vendor. Double click on the one you want. The information will transfer over to the ''Purchase Orders Screen''.		* Type in the last digits (you can choose how many, we recommend the last four) of the vendor's phone number. If there is more than one with the same last digits, the ''Vendor List Screen'' will open so you can select the correct vendor. Double click on the one you want. The information will transfer over to the ''Purchase Orders Screen''.

	4) Click the '''Choose Vendor''' button to open the ''Vendor List Screen'', then conduct a search and double click on the correct vendor. The information will transfer over to the ''Purchase Orders Screen''.		* Click the '''Choose Vendor''' button to open the ''Vendor List Screen'', then conduct a search and double click on the correct vendor. The information will transfer over to the ''Purchase Orders Screen''.

	Entering a customer works the same as entering a vendor.		Entering a customer works the same as entering a vendor.


	[[Image:~~entered vendor and customer.png~~\|thumb\|center\|700px]]		[[Image:picccccccccccccc\|thumb\|center\|700px]]


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	*Type#-Interchange# or just Interchange# prefaced by “I” (ie. “I300-1563B”)		*Type#-Interchange# or just Interchange# prefaced by “I” (ie. “I300-1563B”)

	Alternatively, you can click the '''Add Item''' button near the lower right corner of the screen. This will bring up the [[Search Screen]]. Conduct a search to find the part. Parts that are out of stock will appear red, and parts that are in stock but below your minimum quantity will appear yellow.		Alternatively, you can click the '''Add Item''' button near the lower right corner of the screen. This will bring up the [[ITrack/Enterprise/Search Screen\|Search Screen]]. Conduct a search to find the part. Parts that are out of stock will appear red, and parts that are in stock but below your minimum quantity will appear yellow.


	[[Image:~~searched for parts.png~~\|thumb\|center\|700px]]		[[Image:piccccccccccccc\|thumb\|center\|700px]]


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	[[Image:~~po button.png~~\|thumb\|center\|700px]]		[[Image:pic\|thumb\|center\|700px]]


	{{Tip\|A common practice is to search for items to see if you have the quantity you need in stock. From the ''Search Screen'', choose to search for ''Reorder Report''. When you conduct this search, it will show which items have a lower quantity than your minimum quantity. You can then create purchase orders for these items.}}


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	When you are finished adding items to the purchase order, click the '''Save''' button.		When you are finished adding items to the purchase order, click the '''Save''' button.

	If you want to make sure your purchase order saved, you can view it by clicking on ''Vendor List'' from the [[Main Menu]]. Now conduct a search for your vendor and double click on it. Click on the ''Purchase Orders'' tab to view purchase orders for the vendor.		If you want to make sure your purchase order saved, you can view it by clicking on ''Vendor List'' from the [[ITrack/Enterprise/Home Screen\|Main Menu]]. Now conduct a search for your vendor and double click on it. Click on the ''Purchase Orders'' tab to view purchase orders for the vendor.


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	==Closing Purchase Orders==		==Closing Purchase Orders==
	Once you have obtained the items in a purchase order, you can close the purchase order. ITrack allows you to record when you have partially received a purchase order and when you have fully received it.		Once you have obtained the items in a purchase order, you can close the purchase order. ITrack allows you to record when you have partially received a purchase order and when you have fully received it.

			To open an old purchase order, click next to ''PO #'' in the ''Purchase Orders Screen''. Enter the purchase order number you wish to open and click '''OK'''.

	[[~~Image:load po.png\|thumb\|center\|700px~~]]		[[[[[[[[[[Piccccccccc]]]]]]]]]]


	~~To open an old purchase order, click next to ''PO #'' in the ''Purchase Orders Screen''. Enter the purchase order number you wish to open and click '''OK'''.~~

	==Partial Receiving==		==Partial Receiving==
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	In the ''New'' column of the purchase order, type in the number of items you have received. The Received column will now reflect the number received. Be sure to click '''Save''' when you are done to keep your changes.		In the ''New'' column of the purchase order, type in the number of items you have received. The Received column will now reflect the number received. Be sure to click '''Save''' when you are done to keep your changes.

	If you have only received part of a purchase order but still wish to close it, check the ''Force ~~Close~~'' box in the lower right corner. Now when you click '''Save''', the purchase order will still close even thought the entire order is not received.		If you have only received part of a purchase order but still wish to close it, check the '''Force 'Done Receiving'''' box in the lower right corner. Now when you click '''Save''', the purchase order will still close even thought the entire order is not received.


	~~[[Image:force close.png\|thumb\|center\|700px]]~~


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	[[Image:receive all.png\|thumb\|center\|700px]]		[[Image:receive all.png\|thumb\|center\|700px]]
			[[Category:ITrack/Enterprise]]

Codeman: Linking this one too...

2009-08-14T19:52:13Z

Linking this one too...

← Older revision		Revision as of 14:52, 14 August 2009
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	You are now ready to create a purchase order from the ''Purchase Orders Screen''. Entering a vendor can be done in a couple different ways.		You are now ready to create a purchase order from the ''Purchase Orders Screen''. Entering a vendor can be done in a couple different ways.

			[[Category:ITrack/Enterprise]]
	[[Image:vendor field.png\|thumb\|center\|700px]]		[[Image:vendor field.png\|thumb\|center\|700px]]