Popular Articles
Check Purchase Orders - Purchase Order Status Report
There are times when you would like to review the status of your Purchases\Purchase Orders.... This is easy done by running the Purchase Order Status report and selecting the appropriate selection fields - ie Order, Filled or Complete statuses... The ...
Generate A/P Transactions Tip - Taxes
It's easily done when you're in a rush when trying to pay Suppliers.... When you are raising the Voucher on the Generate A/P Transactions Form please take extra care to check the Tax amount is correct. If this is overlooked and it is incorrect then ...
Creating Purchase Orders Tip - PO Header Screen
It's easily done when you're in a rush when trying to raise a Purchase Order.... On the Purchase Order header screen ensure that you create the correct type of Purchase Order. - Regular or Blanket You will NOT be able to change to a Blanket Order ...
Automatically Changing the Purchase Order Status Code Tip - Generating PO's
To ensure the Purchase Order "Status Code" gets updated from "Planned" to "Order" when generating the Purchase Order, please ensure the Post Status Changes tick box is checked before you click on the "Print" button : (as shown below) Otherwise you ...
Changing Language Options Tip - User Preferences
This will probably apply to newly created Users created in CSI... To ensure your language & date settings are correct, please review & change them here : Sign into CSI, select View from menu bar, then select User Preferences.