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You can adjust these dates on in the top toolbar in this module by highlighting the PO and selecting the correct date. Keep in mind you can also make this adjustment directly in the grid in which we will explore below. If a future date is selected in the Adjusting the “Send PO On” it date will be in your Today panel under “PO’s place the PO in the "PO’s to Be Issued to Vendor” until it has been marked with Vendor" section until an “Issued On Date” is marked. The “Issued on On Date” is triggered to auto-fill when you proceed to print/send fills when the PO . See here for additional information. is printed/sent.
Right Panel Adjustments to Other Purchase Order Settings
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In the upper right corner of the Purchase Order module is where , you can adjust your :
Ship To
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Address
Special Instructions
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Mark For (Tagging)
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Order Connection for Proper Costing
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Use the scroll bar to see view all adjustable items to adjust in this area. Use the Builders builders to create text templates for repeated usageuse. To adjust change the Ship To address, use the Main Search Tool to locate the desired company/address, highlight on the row header, and Drag drag & Drop drop to replace in the PO Ship To Label.
Double Click to Edit Purchase Order
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Details
Double-click on a Purchase Order in the upper area of this module to adjust the :
Vendor
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Requested Ship Date
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Sent Date
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Estimated Totals
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Commissionable Cost
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Option to Apply to Commissions
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Special Instructions
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Mark For (Tagging)
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Actual Totals should will automatically pull automatically from the Payables entered against the Order and will show in the lower portion of this the screen. The “Apply to Commissions” should default automatically based off option defaults based on the Product Type drop down dropdown settings in the Administrator.
Changes Directly in the Grid
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There are You can make several changes you can make within the grids in the upper and lower level sections of this screen, such as Qty adjusting the quantity on the line item level in the lower area. Almost every field can be made editable if desired. See here for additional information. Further information is available on how to edit these fields.
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New / Edit Item Tab
Double-click on a line item in the PO module to access the New / Edit Item tab. Here, you can make changes to the description, part number, cost, etc. You can also select the “New” button to manually add a line to the PO. Additional instructions are available for using this tab effectively.
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When you double click on a line item in the PO module it will take you to the New / Edit Item tab in which you can make changes to the description, part #, cost, etc. You can also select the “New” button to manually add a line to the PO. See here for additional instructions.
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