How do I process a unit purchase order?
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Revision as of 14:17, 17 May 2021 by Katy Kitchen (talk | contribs) (Created page with "{{PreRelease}} {{Incomplete}} == Summary == This article explains how to process a unit purchase order. == More Information == When a unit arrives into stock you should rec...")
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Contents
Summary
This article explains how to process a unit purchase order.
More Information
When a unit arrives into stock you should receive the order item and produce a goods received note. You should also allocate your invoice to the order via Purchase Ledger postings.
 | If you do not have the Purchase Ledger module authorised you may allocate the invoice directly from the order. |
Receiving a Unit
Go to " Unit Sales Unit Purchase Order Processing"
- Enter the supplier account code, or search for the supplier.
| To search for an order click [Advanced]. Enter the reference attached to the unit/units or click [Item filter] and specify the "Model" or "Manufacturer" to search for. Click [Search]. |
- Select the order to receive and click [Edit] or press <F7>.
- On the [Items] tab check the details of the item to receive into stock.
- Update the "Price" if necessary.
Non stock units
- Enter any additional information e.g. "Chassis" or "Colour".
- Click [Edit] or press <F5> to amend additional fields such as "Unit type" then click [Done] and [Accept] any changes in this screen.
Stock units
To amend any fields on a stock unit press <Shift+F10> on the "Stock No." and make the changes to the unit record e.g. "Chassis" or "Colour".
- Click [Done] and [Accept] to return to the purchase order
Print Goods Received Note
- Make sure your cursor is on the far left of your screen then click [Tag].
- Click [Receive] or press <F4>.
- If prompted, select [Tagged items] and click [Receive].
- Click [Receive].
- If the item was a non stock unit, the system will now create a stock record using the next available stock number. Click [Done].
 | The unit record will now be assigned the relevant unit status and, for automatic cost of sales systems, any associated nominal postings will be made. The unit status will depend on whether the unit has been ordered for stock or in relation to an associated customer sales order. See Deferred profit for unit sales for the postings relating to advance unit sales, if configured. |
