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There will be cases where you may need to move line items to a New or Existing PO for ordering purposes. See here for additional instructions on how to easily move line items.
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You can adjust these dates on 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 “Send PO On” it will be in your Today panel under “PO’s to Be Issued to Vendor” until it has been marked with an “Issued On Date”. The “Issued on Date” is triggered to auto-fill when you proceed to print/send the PO. See here for additional information.
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In the upper right corner of the Purchase Order module is where you can adjust your Ship To, Special Instructions, Mark For (Tagging) and which Order this PO is connected to for proper costing. Use the scroll to see all items to adjust in this area. Use the Builders to create text templates for repeated usage. To adjust the Ship To address, use the Main Search Tool to locate the desired company / address, highlight on the row header and Drag & Drop to replace in the PO Ship To Label.
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There are several changes you can make within the grids in the upper and lower level of this screen such as Qty on the line item level in the lower area. Almost every field can be made editable if desired. See here for additional information.
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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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