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erp-manual:cloud:purchase:purchase-order
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| Both sides previous revision Previous revision Next revision | Previous revision | ||
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erp-manual:cloud:purchase:purchase-order [2024/04/03 12:34] Varun Nagrecha |
erp-manual:cloud:purchase:purchase-order [2024/04/27 11:35] (current) Varun Nagrecha |
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| ===== Header ===== | ===== Header ===== | ||
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| + | {{popup> | ||
| Header Details are automatically added from Purchase Request. Header details can be edited using the following steps: | Header Details are automatically added from Purchase Request. Header details can be edited using the following steps: | ||
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| * **Required by Date**: Specify the date by when the items are required, this will help purchase department to make priority to complete your purchase | * **Required by Date**: Specify the date by when the items are required, this will help purchase department to make priority to complete your purchase | ||
| * **Incharge User** or **Requested by**: This is the person who wants the item, by default system will set the name of the person creating the purchase request. | * **Incharge User** or **Requested by**: This is the person who wants the item, by default system will set the name of the person creating the purchase request. | ||
| + | * **Billing Name**: Select the billing person, if Billing name is different than the one selected. | ||
| + | * **Billing Address**: Select the billing address, if Billing address is different than the one selected. | ||
| + | * **Delivery Name**: Select the delivery person, if Delivery Name is different than Billing Name | ||
| + | * **Delivery Address**: Select the delivery address, if Delivery Address is different than Billing Address | ||
| * **Comments**: | * **Comments**: | ||
| + | |||
| + | {{popup> | ||
| **Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup. | **Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup. | ||
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| * Budget Breakup | * Budget Breakup | ||
| * Tax Breakup | * Tax Breakup | ||
| + | |||
| + | {{popup> | ||
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| | | ||
| - | * In Line Items section, click on Purchase | + | * In Line Items section, click on Purchase |
| * In the __From Doc ID / Code__ field, add the Document Id / Document Code of the PR from which Line Item(s) to be added. Then click on Get Items button. | * In the __From Doc ID / Code__ field, add the Document Id / Document Code of the PR from which Line Item(s) to be added. Then click on Get Items button. | ||
| * A list of Line Items of that PR is displayed. Click on the checkbox of the items to be added. | * A list of Line Items of that PR is displayed. Click on the checkbox of the items to be added. | ||
| * Click on Confirm to add the selected Items. | * Click on Confirm to add the selected Items. | ||
| + | {{popup> | ||
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| * Payment date, Credit Days, Payment Terms and Mode of Payment | * Payment date, Credit Days, Payment Terms and Mode of Payment | ||
| * After editing is done, click **Confirm** to close the popup. | * After editing is done, click **Confirm** to close the popup. | ||
| + | |||
| + | {{popup> | ||
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| * Transaction References: Document ID, Document Code, Document Date, Currency, Budget Used, any other Reference Document that this transaction refers to | * Transaction References: Document ID, Document Code, Document Date, Currency, Budget Used, any other Reference Document that this transaction refers to | ||
| * Status of the document | * Status of the document | ||
| + | |||
| + | {{popup> | ||
| ===== Save the Document ===== | ===== Save the Document ===== | ||
| After all changes are done, it is necessary to Save the Document, by clicking the button "Save Document", | After all changes are done, it is necessary to Save the Document, by clicking the button "Save Document", | ||
| + | |||
| + | **Note: ** Creating PO will change the PR status to either All PO Created or Part PO Created | ||
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| Users can select the file to attach or drag and drop the file on the popup | Users can select the file to attach or drag and drop the file on the popup | ||
| + | |||
| + | {{popup> | ||
| **Step 2:** Click confirm to close the popup | **Step 2:** Click confirm to close the popup | ||
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| To add comment click on Add button and provide the comment in the popup. | To add comment click on Add button and provide the comment in the popup. | ||
| + | |||
| + | {{popup> | ||
| Note: User can edit only their own comment, eg: User A cannot change comment of User B | Note: User can edit only their own comment, eg: User A cannot change comment of User B | ||
| + | |||
| + | |||
| + | ===== Approval ===== | ||
| + | |||
| + | After document is saved, click on Submit for Approval. | ||
| + | |||
| + | To complete the approval process use the following steps: | ||
| + | * In Purchase Order Menu click on Pending My Approval tab. The PO with approval pending by that user are listed. | ||
| + | * Open the PO that is to be approved. | ||
| + | * Place cursor on Review Status, approval list is shown. Click on ✔ to approve PO and click on ✘ to reject PO. | ||
erp-manual/cloud/purchase/purchase-order.1712147667.txt.gz · Last modified: 2024/04/03 12:34 by Varun Nagrecha
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