There are several changes you can make directly in the View/Modify PO module. We will review some of the changes you can make below.
Moving Items to a New or Existing PO
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.
Zero Cost on Selected
Use this menu item on your top toolbar to completely zero out the cost on the 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
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.
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.