Step 8: 📦 Acknowledgements / Costing

Step 8: 📦 Acknowledgements / Costing

The Acknowledgements / Costing window is where vendor acknowledgements are reconciled against purchase orders for accuracy in pricing, quantities, and expected ship dates.

🧾 Step 1: Add a Vendor Acknowledgement

  1. In the upper-left grid, select the Purchase Order for which you’ve received a vendor acknowledgement.

  2. Click “Add Acknowledgement”.

✍️ Step 2: Complete Acknowledgement Details

The Add / Edit Vendor Acknowledgement window will appear.

  1. Enter the required fields:

    • Ack Ship Date

    • Acknowledgement Number (Ack #)

  2. Update the Ack Qty column to reflect the vendor’s confirmed quantities.

  3. If necessary, adjust the Ack Price next to the quantity.

Use the totals at the bottom of the grid to ensure your acknowledged totals match the vendor document

☑️ Step 3: Confirm the Acknowledgement

You have two options to complete the acknowledgement:

Option 1: Acknowledge Specific Lines

  • Highlight the desired rows

  • Click “Acknowledge Selected”

Option 2: Acknowledge All Lines

  • Leave all rows unselected

  • Click “Acknowledge All” to accept all PO quantities and prices as acknowledged

📝 The “Save” button is used for editing existing acknowledgements only.

🗂️ Step 4: View and Edit Acknowledgements

In the lower-left corner, you’ll see a list of all acknowledgements entered for the project.

  • Double-click any entry to reopen it for editing.

📎 Step 5: Upload the Physical Acknowledgement Document

Don't forget to upload the vendor's physical acknowledgement (PDF, email, etc.) to the project under the Documents tab.

📘 For upload instructions, see: Uploading Documents


📘 Need More Help?
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