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erp-manual:cloud:purchase:purchase-order

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erp-manual:cloud:purchase:purchase-order [2024/04/12 07:03]
Varun Nagrecha 		erp-manual:cloud:purchase:purchase-order [2024/04/27 11:35] (current)
Varun Nagrecha
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  ===== Header =====  ===== Header =====
  
-{{magnifier>erp-manual:cloud:purchase:orderheaderview.png?500|Test}}+{{popup>erp-manual:cloud:purchase:orderheaderview.png?400}}
  
 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**: Any comments that will help make the purchase.     * **Comments**: Any comments that will help make the purchase.
  
-{{magnifier>erp-manual:cloud:purchase:orderheaderedit.png?500|Test}}+{{popup>erp-manual:cloud:purchase:orderheaderedit.png?400}}
  
 **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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   * Tax Breakup    * Tax Breakup 
  
-{{magnifier>erp-manual:cloud:purchase:orderlineitemsview.png?500|Test}}+{{popup>erp-manual:cloud:purchase:orderlineitemsview.png?500}}
  
  
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      * Click on Confirm to add the selected Items.      * Click on Confirm to add the selected Items.
  
-{{magnifier>erp-manual:cloud:purchase:orderlineitemsedit.png?500|Test}}+{{popup>erp-manual:cloud:purchase:orderlineitemsedit.png?400}}
  
  
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     * After editing is done, click **Confirm** to close the popup.     * After editing is done, click **Confirm** to close the popup.
  
-{{magnifier>erp-manual:cloud:purchase:orderpaymentterms.png?500|Test}}+{{popup>erp-manual:cloud:purchase:orderpaymentterms.png?400}}
  
  
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   * Status of the document   * Status of the document
  
-{{magnifier>erp-manual:cloud:purchase:ordersummary.png?500|Test}}+{{popup>erp-manual:cloud:purchase:ordersummary.png?400}}
  
 ===== Save the Document ===== ===== Save the Document =====
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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>erp-manual:cloud:attachment.png?300}}
  
 **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>erp-manual:cloud:comments.png?300}}
  
 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.1712905405.txt.gz · Last modified: 2024/04/12 07:03 by Varun Nagrecha

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