Purchasing

Create Purchase Order, Receive Parts, Close Purchase Orders

• Create a Purchase Order against a Job Card

  Procedure Open the job card and click on the 'OTHER ACTIONS' down arrow, as shown below. The Purchasing functionality is indicated by the 'shopping trolley' icon as shown below.  Click on this to open...

• Create a Purchase Order

  PROCEDURE To start, select  the PURCHASING icon on the HOME PAGE as shown below. The PURCHASING main page will then be shown.  Clicking on NEW will open the CREATE NEW PURCHASE ORDER panel as shown be...

• Receive Parts against a Purchase Order

  After parts have been ordered, the next step in the process is to RECEIVE the parts.  Without this step being completed, the necessary details to make payment against an invoice will not be available ...

• 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...