Overview
Purchase Order Management is an administrative applet geared for Purchase Order Managers to view and manage all existing Purchase Orders.
Using the filters in the header, Purchase Orders can be loaded and managed per line-item.
How to load Purchase Order lines
| 1. | Set filters in the applet header |
| 3. | Rows will load into the grid |
| 4. | Line-items can be managed individually from the grid or en masse by highlighting multiple rows |
Field Descriptions
Toolbar
| • | Approve - Mark highlighted line-items as Approved |
| • | Reject - Mark highlighted line-items as Rejected |
| • | Issue - Issue an approved Purchase Order to the Vendor. Launches the Issue Purchase Order dialogue. |
| • | Received - Mark highlighted line-items as Received |
| • | Convert to Purchase Journal - Converts a received Purchase Order to a Purchase Journal for standard A/P Processing and Billing. Launches the Convert to Purchase Order dialogue. |
Filters and Grid Columns
| • | Toggle All - Checks/Unchecks all loaded rows in the grid |
Purchase Order Management uses standard Purchasing Filters and Columns.
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