Purchasing

Create Purchase Order, Receive Parts, Close Purchase Orders

• Create a Purchase Order against a Job Card

  Procedure 1. Open the job card and click on the Purchasing functionality is indicated by the 'shopping trolley' icon as shown below. 2. The purchase orders page will be shown.  Any current open purcha...

• Create a Purchase Order

  PROCEDURE 1. Click on the purchasing icon.   2. Click on New.   3. A dialogue box will open.   4.  Enter the Supplier name and select the Supplier.    5. Select the depot.    6. A Delivery Date can be...

• Receive Parts against a Purchase Order

  1.Click on the Purchasing icon.    2. Select the ONORDER or search for the PO you required.   3.Click on Receive.   4. A dialogue box will open. Enter quantity and Delivery Docket Number.   5. Click S...

• Sign off a Purchase Order

  NOTE This procedure is initiated when an invoice has been received from a supplier.  In order to progress the invoice for payment, the purchase order must be signed off.  The procedure can only be car...