Purchase Order - Revision history

Gelo at 05:58, 18 April 2022

2022-04-18T05:58:48Z

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Gelo: Changed categories.

2022-04-06T06:37:35Z

Changed categories.

Gelo at 05:47, 28 March 2022

2022-03-28T05:47:55Z

Gelo at 05:28, 25 March 2022

2022-03-25T05:28:11Z

Gelo at 04:01, 18 March 2022

2022-03-18T04:01:40Z

Gelo at 04:06, 14 February 2022

2022-02-14T04:06:16Z

Gelo at 03:28, 11 February 2022

2022-02-11T03:28:40Z

Gelo at 03:27, 11 February 2022

2022-02-11T03:27:26Z

Gelo at 06:56, 10 February 2022

2022-02-10T06:56:20Z

Gelo at 04:56, 10 December 2021

2021-12-10T04:56:48Z

← Older revision		Revision as of 06:37, 6 April 2022
Line 316:		Line 316:
	\|[[Purchase Report]]		\|[[Purchase Report]]
	\|}		\|}
		+	[[Category:Purchase]]

@@ Line 32: / Line 32: @@
 <br />
 =====Purchase Order Record List=====
-[[File:Purchase - Purchase Order - Record List.png|border|center|1500x1500px]]
+[[File:Purchase - Purchase Order - Record List.png|border|center|1501x1501px]]
 <br />
 =====Adding Purchase Order=====

@@ Line 36: / Line 36: @@
 =====Adding Purchase Order=====
-#Go to Purchase then click '''Purchase Order'''
+#Click [[Purchase Order]] under Purchase Menu
-#Click '''Add Purchase Order''' Button
+#Under Purchase Order, Click Add Purchase Order
-#Fill out the Header Form for [[Purchase Order]]
+#Fill out the necessary fields in the header section
-#Fill Out the Item Details Below the Header form of [[Purchase Order|Purchase Order.]]
+#Fill out the necessary fields in the Item Details then click Save. Note: Fields with * are require fields
 [[File:Purchase - Purchase Order - Add.png|border|center|1500x1500px]]
@@ Line 127: / Line 125: @@
 =====Viewing Purchase Order=====
-#Go to Purchase then click '''Purchase Order'''
+#Click [[Purchase Order]] under Purchase Menu
 #Select a Purchase Order record that needs to view its details. Click the drop-down arrow then click View.
 #The user has an option to edit the Purchase Order record as long as its status is still pending.
@@ Line 135: / Line 133: @@
 =====Editing Purchase Order=====
-#Go to Purchase then click '''Purchase Order'''
+#Click [[Purchase Order]] under Purchase Menu
-#Select the Purchase Order that needs an update. Click the Drop-down Arrow then press '''Edit.'''
+#Select a Purchase Order that needs to updates its details. Click the Drop-down Arrow then click Edit.
-#Update the necessary information then click '''Save'''.
+#Update the necessary fields then click '''Save'''.
 [[File:Purchase - Purchase Order - Edit.png|border|center|1500x1500px]]
@@ Line 228: / Line 226: @@
 =====Exporting Purchase Order=====
-#Go to Purchase then click '''Purchase Order'''
+#Click [[Purchase Order]] under Purchase Menu
-#Click Options then Click '''Export Purchase Order'''. Take note that you can also filter its date range and customer for precise exporting of data.
+#Under Purchase Order, Click Options then click Export Purchase Order.
 [[File:Purchase - Purchase Order - Export.png|border|center|1499x1499px]]
@@ Line 312: / Line 310: @@
 |Maintenance
 |[[Item Master]]<nowiki> | </nowiki>[[Supplier]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[Warehouse]]
 |}

← Older revision		Revision as of 04:01, 18 March 2022
Line 125:		Line 125:
	**This can be seen in [[Warehouse]] Maintenance Module.		**This can be seen in [[Warehouse]] Maintenance Module.

		+	=====Viewing Purchase Order=====
		+
		+	#Go to Purchase then click '''Purchase Order'''
		+	#Select a Purchase Order record that needs to view its details. Click the drop-down arrow then click View.
		+	#The user has an option to edit the Purchase Order record as long as its status is still pending.
		+
		+	[[File:Purchase - Purchase Order - View.png\|border\|center\|1500x1500px]]
		+	<br />
	=====Editing Purchase Order=====		=====Editing Purchase Order=====

@@ Line 223: / Line 223: @@
 #Click Options then Click '''Export Purchase Order'''. Take note that you can also filter its date range and customer for precise exporting of data.
-[[File:Purchase - Purchase Order - Export.png|border|center|1500x1500px]]
+[[File:Purchase - Purchase Order - Export.png|border|center|1499x1499px]]
 <br />

@@ Line 8: / Line 8: @@
 *The user should setup the following [[Maintenance]] Module in order to proceed on using the Purchase Order
 *#[[Item Master]]
 *#[[Supplier]]
 *#[[Tax]]
@@ Line 304: / Line 303: @@
 |-
 |Maintenance
-|[[Item Master]]<nowiki> | </nowiki>[[Price List]]<nowiki> | </nowiki>[[Supplier]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[Warehouse]]
+|[[Item Master]]<nowiki> | </nowiki>[[Supplier]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[Warehouse]]
 |}

@@ Line 1: / Line 1: @@
 <div style="text-align: center;">
-[[Purchase]] | [[Import Purchase Order]] | [[Purchase Requisition]] | [[Purchase Order Aid|Purchase Order Aids]]
+[[Purchase]] | [[Import Purchase Order]] | [[Purchase Requisition]] | [[Purchase Receipt]]
 </div>
 ==Purchase Order==
@@ Line 227: / Line 227: @@
 <br />
-===== <span class="mw-headline" id="Cancelling_Purchase_Requisition_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Cancelling_Sales_Quotation_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_ATC_Code_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Cancelling Purchase Order Record</span></span></span></span></span></span> =====
+=====<span class="mw-headline" id="Cancelling_Purchase_Requisition_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Cancelling_Sales_Quotation_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_ATC_Code_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Cancelling Purchase Order Record</span></span></span></span></span></span>=====
 Purchase Order can be canceled in two ways:
-* Using drop-down arrow of a record can be used in single record cancellation
+*Using drop-down arrow of a record can be used in single record cancellation
 [[File:Purchase - Purchase Order - Cancel.png|border|center|1500x1500px]]
 <br />
-* Using Cancel Button for cancelling multiple records
+*Using Cancel Button for cancelling multiple records
 [[File:Purchase - Purchase Order - Cancel2.png|border|center|1500x1500px]]
-===== <span class="mw-headline" id="Printing_Purchase_Requisition_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Printing_Sales_Quotation_Record" style="box-sizing: inherit;">Printing Purchase Order Record</span></span> =====
+=====<span class="mw-headline" id="Printing_Purchase_Requisition_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Printing_Sales_Quotation_Record" style="box-sizing: inherit;">Printing Purchase Order Record</span></span>=====
-# Click Purchase Order under Purchase Menu
+#Click Purchase Order under Purchase Menu
-# Under Purchase Order Screen, Select a record that needs to print its details. Click the drop-down arrow then click Print.
+#Under Purchase Order Screen, Select a record that needs to print its details. Click the drop-down arrow then click Print.
 [[File:Purchase - Purchase Order - Print.png|border|center|1501x1501px]]

@@ Line 12: / Line 12: @@
 *#[[Tax]]
 *#[[Warehouse]]
 =====<span class="mw-headline ve-pasteProtect" id="Import_Purchase_Order_Status" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Purchase Order Status</span>=====
@@ Line 38: / Line 32: @@
 |}
 <br />
-=====Purchase Order List=====
+=====Purchase Order Record List=====
 =====Adding Purchase Order=====
-# Go to Purchase then click '''Purchase Order'''
+#Go to Purchase then click '''Purchase Order'''
-# Click '''Add Purchase Order''' Button
+#Click '''Add Purchase Order''' Button
-# Fill out the Header Form for [[Purchase Order]]
+#Fill out the Header Form for [[Purchase Order]]
-# Fill Out the Item Details Below the Header form of [[Purchase Order|Purchase Order.]]
+#Fill Out the Item Details Below the Header form of [[Purchase Order|Purchase Order.]]
-#* Please do note that if you have [[Purchase Requisition]] Items, You can tagged then in the Header form in order for the system to fill up automatically the Item Section of the Purchase Order.
+#*Please do note that if you have [[Purchase Requisition]] Items, You can tagged then in the Header form in order for the system to fill up automatically the Item Section of the Purchase Order.
-# Once you fill up the necessary Information in the Form, Click '''Save'''.
+#Once you fill up the necessary Information in the Form, Click '''Save'''.
 {| class="wikitable" style="margin: auto;"
 |+Adding Purchase Order Field Information
@@ Line 130: / Line 128: @@
 =====Editing Purchase Order=====
-# Go to Purchase then click '''Purchase Order'''
+#Go to Purchase then click '''Purchase Order'''
-# Select the Purchase Order that needs an update. Click the Drop-down Arrow then press '''Edit.'''
+#Select the Purchase Order that needs an update. Click the Drop-down Arrow then press '''Edit.'''
-# Update the necessary information then click '''Save'''.
+#Update the necessary information then click '''Save'''.
 {| class="wikitable" style="margin: auto;"
 |+Editing Purchase Order Field Information
@@ Line 224: / Line 224: @@
 #Click Options then Click '''Export Purchase Order'''. Take note that you can also filter its date range and customer for precise exporting of data.
 <br />
 =====Purchase Order Record Options=====
 {| class="wikitable" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: \&quot;Open Sans\&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;}" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"

@@ Line 19: / Line 19: @@
 *#[[Warehouse Aids]]
-===== <span class="mw-headline ve-pasteProtect" id="Import_Purchase_Order_Status" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Purchase Order Status</span> =====
+=====<span class="mw-headline ve-pasteProtect" id="Import_Purchase_Order_Status" style="box-sizing: inherit;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit;&quot;}">Purchase Order Status</span>=====
 {| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: auto; border: 1px solid rgb(162, 169, 177); font-family: \&quot;Open Sans\&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;}"
 |+ style="box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;" data-ve-attributes="{&quot;style&quot;:&quot;box-sizing: inherit; padding-top: 8px; padding-bottom: 8px; color: rgb(119, 119, 119); text-align: left; font-weight: bold;&quot;}" |Purchase Order Record Status
@@ Line 39: / Line 39: @@
 <br />
 =====Purchase Order List=====
 =====Adding Purchase Order=====
-*Adding Purchase Order Information
+# Go to Purchase then click '''Purchase Order'''
 {| class="wikitable" style="margin: auto;"
@@ Line 126: / Line 127: @@
 *Warehouse should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
 **This can be seen in [[Warehouse]] Maintenance Module.
 =====Editing Purchase Order=====
-*'''Editing Purchase Order Information'''
+# Go to Purchase then click '''Purchase Order'''
 {| class="wikitable" style="margin: auto;"
-|+Adding Purchase Order Field Information
+|+Editing Purchase Order Field Information
 !Field
 !Description
@@ Line 220: / Line 219: @@
 **Past Transactions with '''INACTIVE''' warehouse prior to its deactivation can still be used.
-===== Exporting Purchase Order =====
+=====Exporting Purchase Order=====
-# Go to Purchase then click '''Purchase Order'''
+#Go to Purchase then click '''Purchase Order'''
-# Click Options then Click '''Export Purchase Order'''. Take note that you can also filter its date range and customer for precise exporting of data.
+#Click Options then Click '''Export Purchase Order'''. Take note that you can also filter its date range and customer for precise exporting of data.
 <br />
@@ Line 268: / Line 267: @@
 Notes:
-*The user can only cancel the record if the Transaction is still on '''PENDING''' status.
+*The user can only edit or cancel the record if the Transaction is still on '''PENDING''' status.
 *The user can Tag as Complete the record if it is on '''PARTIAL''' status
-**Partial status occurs when items are partially ordered in Purchase Receipt.
+**Partial status occurs when items are partially ordered in [[Purchase Receipt]].
 {| class="wikitable" style="margin: auto;"
 |+Categories:
 ! colspan="2" |'''Modules'''
@@ Line 297: / Line 286: @@
 |-
 | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 |-
 |Maintenance Aids
 |[[Item Master Aids]]<nowiki> | </nowiki>[[Price List Aids]]<nowiki> | </nowiki>[[Supplier Aids]]<nowiki> | </nowiki>[[Tax Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]
 |}