In the View/Modify PO module, you can make several changes to your Purchase Orders. Below are some of the actions you can take:
Moving Items to a New or Existing PO
There may be instances where you need to move line items to a new or existing PO for ordering purposes. Refer here for instructions on how to move line items easily.
Zero Cost on Selected
Use this option in the top toolbar to zero out the cost on an entire Purchase Order. This can be useful if you base your commissions on Estimated Costs vs. Actual Costs, especially for clearing labor or design costs, Direct Bills, or Dealer Service Fees. Keep in mind how these changes affect the overall P&L and commissions. Access to this feature should be restricted to authorized personnel.
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.
Send PO On / Issued On Dates
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.
Right Panel Adjustments to Other Purchase Order Settings
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.
Double Click Purchase Order to Edit Vendor, Request Ship Date, Sent Date, Special Instructions & Tagging (Mark For)
You can double click on a Purchase Order in the upper area of this module to adjust the Vendor, Requested Ship Date, Sent Date, Estimated Totals, Commissionable Cost, Option to Apply to Commissions or Not, Special Instructions and Mark For (Tagging). Actual Totals should pull automatically from the Payables entered against the Order and will show in the lower portion of this screen. The “Apply to Commissions” should default automatically based off the Product Type drop down settings in the Administrator.
Changes Directly in the Grid
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.
New / Edit Item Tab
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.