Purchasing (Orders Tab)
To proceed with purchase orders navigate to the Orders Tab as follows:
* From Main Navigation screen Click: Purchasing icon * Click: Orders Tab * The "Open Orders" screen opens.
The Shortcuts box for the Orders Tab provides links to these functions:
* Open Orders - for locating orders to work on * Find Orders - using search to locate orders * Create Orders - create new purchase orders * Invoice Supplies - invoice orders for supplies (expense items, not inventory) * Estimated Delivery Date - update delivery dates Click on any of these links to see the Reference Manual Help page for the screen.
Other relevant buttons include these: * Edit Purchase Order Screen * View Purchase Order Screen
This screen displays all purchase orders that have been created but have not yet been fulfilled, and provides the following information:
* Order Date - This is the date and time that the order was created. * Order Name - This is the internal order number. Clicking on the order name will take you to the View Purchase Order Screen * Supplier - This is the name of the supplier with whom you have placed the order. * Status - This is the current status of the order (for example, "Created"). * Amount - This is the total value of the order.
Related Purchasing Topics
Purchasing Supplies -- a simpler process for commodities without inventory control
Outsource a Task Screen -- a specialized purchasing process
Purchasing Outsourced Tasks -- a manufacturing viewpoint
Manual pages >> Estimated Delivery Dates
Suppliers Tab << Tab pages