Webinar: Purchase Orders and Requisitions (2023.05)

• Related Articles

• How do I approve requisitions?

  Use Approve/Cancel Purchase Orders to review requisitions waiting for your approval. Approving a requisition will change the requisition status to "approved", send the requisition to the next step in the approval process (if there is one), and remove ...

• How do I record inventory? (Requisitions and POs)

  After you send a purchase order to a vendor to fill, the vendor will fill the order and send the requested items to you. When you receive the shipment, use Receive Inventory to record the quantity received and change the status of the ordered item to ...

• How do I delete purchase orders?

  When you're working in the enter invoices view, you can use the Delete Purchase Orders window to delete a single purchase order (100) delete purchase order details (100.1) (100.1-100.5) delete purchase orders entered on a MM/DD/YYYY delete purchase ...

• How do I use this report to check for open purchase orders?

  Run this report on a monthly basis, especially if you're in charge of the Purchases and Requisitions module. This report is designed to show you all of the purchase orders that are open in the system. Purchase Order Report It will also show you the ...

• How do I add the GL activity and description to a PO? (2025.02)

  Issue I want to add the GL activity number and description to the printed purchase order. Explanation In accounts payable, the GL activity number refers to a financial transactions that have been posted to accounts withing an organization's general ...