Processing a Purchase Order

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Revision as of 18:29, 29 April 2012 by Steve Jeffery (talk | contribs) (Receiving the Purchase Order)
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Summary

This article explains how to process an purchase order. This will include printing and receiving the order.

More Information

Printing the Purchase Order

Go to " Purchase Ordering Add/Edit/Process Purch. Orders".

  • Enter the supplier account code, or search for the supplier.
  • Select the order to process.
  • Press <F7> to go to the order items.
  • Press <A> to tag all the items in the list.
  • Press <F3> to print the order.

Receiving the Purchase Order

Go to " Purchase Ordering Add/Edit/Process Purch. Orders".

  • Enter the supplier account code, or search for the supplier.
  • Select the order to process.
  • Press <F7> to go to the order items.
  • Press <T> to tag the items received in the list. Make sure you check that the price, quantity and part number are correct.
Note: If you have only received part of what you ordered of an item, you deal with this in the following manner:
  • Split the order line by moving the cursor onto the line in question, and pressing <Shift+F7>.
  • Enter the amount that you are receiving into stock. Press <Esc> and <Accept>.
  • The system creates two lines on the Purchase Order for the same Stock Code.
  • Tag the line with quantity you want to receive as above.
  • Press <F4> to receive the lines on the order.
  • Press <Enter> on the "Tagged Items Found" window.
  • Press the [Receive] button and enter the supplier 'Delivery Note' or 'Invoice number', if there is no Delivery Note.
  • The system will print a Goods Received Note, which should be stapled to the supplier paperwork from which you have booked in the goods. This should then go to the accounts department.

See Also


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Keywords AND Misspellings
Purchase orders, printing a purchase order