There are several changes you can make directly in In the View/Modify PO module. We will review , you can make several changes to your Purchase Orders. Below are some of the changes actions you can make below.take:
Moving Items to a New or Existing PO
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There will may be cases instances where you may need to move line items to a New new or Existing existing PO for ordering purposes. See Refer here for additional instructions on how to easily move line items easily.
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Zero Cost on Selected
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Use this menu item on your option located in the top toolbar to completely zero out the cost on the an entire Purchase Order . If you base your commissions off of Estimated Costs vs. Actual Costs this button may come in handy to clear labor or design costs in some instances. This is also frequently used to clear costs when working with Direct Bills or Dealer Service Fees. Keep in mind you can also clear costs in the Acknowledgements module. The most important thing to remember when working with costs is “how is this affecting the overall P&L” and “how is this affecting commissions”. As usual not everyone should have access to these modules / ability to make changes.
Delete Selected PO’s
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If necessary, you can delete a Purchase Order completely. When deleting a Purchase Order it should clear the POID so when you go to re-create Purchase Orders in the future it will still only create whatever is not connected to a POID in the BOM.
or on selected line items. This can be useful if you are working directly with the manufacturer (Direct Bills) and do not expect to receive a Vendor Bill, or you are expecting to receive a Dealer Service Fee. Keep in mind how these changes affect the overall P&L and commissions. Access to this feature should be restricted to authorized personnel.
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Delete Selected PO’s
If necessary, you can completely delete a Purchase Order. Deleting a PO clears the POID, ensuring that future POs will only include items not connected to a POID in the BOM meaning when you proceed to create POs in the future it will only create what has not been generated onto an existing Purchase Order.
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Send PO On / Issued On Dates
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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 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 the PO. See here for additional information. fills when the PO is printed/sent and “Yes” is selected to verify you are issuing the PO today.
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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 & Drop to replace in drop-down field to begin typing to search existing companies to replace 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 create editable fields here.
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New / Edit Item Tab
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When you double Double-click on a line item in the PO module it will take you to access the New / Edit Item tab in which . 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. See here for additional instructionsAdditional instructions are available for using this tab effectively here.
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By utilizing these features, you can efficiently manage and modify Purchase Orders to meet your project needs.