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 in the top toolbar by highlighting the PO and selecting the correct date. Adjusting the “Send PO On” date will place the PO in the "PO’s to Be Issued to Vendor" section until an “Issued On Date” is marked. The “Issued On Date” auto-fills when the PO is printed/sent.
Right Panel Adjustments to Other Purchase Order Settings
In the upper right corner of the Purchase Order module, you can adjust:
Ship To Address
Special Instructions
Mark For (Tagging)
Order Connection for Proper Costing
Use the scroll bar to view all adjustable items. Use the builders to create text templates for repeated use. To change the Ship To address, use the Main Search Tool to locate the desired company/address, highlight the row header, and drag & drop to replace the PO Ship To Label.
Double Click to Edit Purchase Order Details
Double-click on a Purchase Order in the upper area to adjust:
Vendor
Requested Ship Date
Sent Date
Estimated Totals
Commissionable Cost
Option to Apply to Commissions
Special Instructions
Mark For (Tagging)
Actual Totals will automatically pull from the Payables entered against the Order and show in the lower portion of the screen. The “Apply to Commissions” option defaults based on the Product Type dropdown settings in the Administrator.
Changes Directly in the Grid
You can make several changes within the grids in the upper and lower sections of this screen, such as adjusting the quantity on the line item level. Almost every field can be made editable if desired. Further information is available on how to edit these fields.
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 here.
By utilizing these features, you can efficiently manage and modify Purchase Orders to meet your project needs.