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 from a Regular type once lines have been added.
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Viewing the Statuses of Purchase Orders Tip - Purchase Order Listing Screen
To view the status of your Purchase Orders all in one go in a grid format, please open up the Purchase Order Listing form. All the Purchase Orders will be presented to you and then you can filter the list as you please...& export to Excel If required ...Cancelling a Purchase Order Tip - PO Header & Lines Screens
If you have raised a Purchase Order with a some lines and saved it for later processing and then realised that you want to cancel it, please DO NOT delete it.... The preferred steps would be change the Purchase Order lines quantities to zero & save. ...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 ...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 ...How to identify a Customer Order that was generated from an Estimate Tip - Customer Orders
To identify Customer Orders that have been generated from Estimates. Whilst signed into CSI, open up the Customer Orders form and unfilter. Navigate to the "General" tab on the form. Look in the Estimates box and If it is filled, then this customer ...