Setting up Purchase Order - Actions

  1. Select Purchase Order Entry (POE).
  2. To carry out one of the following actions for the whole of the current Purchase Order, select it from the Action menu within the Purchase Order Entry (POE) form.
  3. Specify this information:
    New Order
    Clears the current purchase order from the screen ready for a new purchase order to be entered.
    Schedule Order
    This displays the Purchase Order Entry Schedule Order form.
    Delete All
    Deletes all lines on the current purchase order. A warning message is displayed so you can confirm this action before it is carried out.
    Hold and Release All
    Hold prevents further processing from being carried out until the Release option is selected.
    Confirm All
    Confirms all lines on the Purchase Order and changes the details in the Confirmation Date, Confirmation Period and Confirmed By fields.
    Approve
    If approvals are in use in your system this option enables you to approve or reject the purchase order.
    Generate Debit Lines
    Print All
    To use this function a Document Format (DFS) must be associated with the current stage of the Purchase Order.
    Receive Items
    This option displays the Inventory Receipt Note Entry form.
    Embed Std Para
    This option displays the Standard Text Language Variants form. This form enables you to attach a paragraph to the document to be printed.
    Show Prompted Presets
    This option displays available presets of the type prompted for the purchase order line.
    Control Values
    A control total, or control value, is used as a check to ensure the user has entered the correct value or quantity. This option displays control values as defined in the Purchase Type (PTS).
    Re-process All
    This action enables you to perform all validation and processing that occurs when a line is entered. Some of the activities carried out are:
    • Recalculate formulae and value labels if the Recalculation field is set for the current stage on the Purchase Stage form.
    • Perform auto-allocations for issue, if not already allocated, and the allocation stage defined in Purchase Type (PTS) has been passed.
    • Update inventory (that is, create receipts and issues) if the update failed at an earlier stage.
    • Set a line to Held if required (for example, if item characteristics have been removed).
    Generate Transaction Line
  4. Save your changes.
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