Webinar: Purchase Orders and Requisitions (2023.05)

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• Webinar: Purchase Orders and Requisitions (2023.05)

  Webinar Time Stamps 00h01m20s, Submitting a requisition 00h11m04s, Adding online attachments and notes 00h11m49s, Managing approval process 00h21m15s, Creating purchase orders 00h25m04s, Entering purchase orders 00h37m18s, Purchase order reports ...

• How do I load changes to purchase orders, requisitions, and invoices?

  If you're in the middle of approving purchase orders, requisitions, or invoices and someone makes a change to one of the items that's assigned to you, you can use the Refresh button to load the updates to your view. In 2022.08 or earlier, you had 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 choose a specific PO form for entering purchase orders?

  Select a purchase order form for printing purchase orders from the Enter Purchase Order view. You can select a purchase order form as the default purchase order form but you can also use a different purchase order form. Example: City ABC uses one PO ...

• 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 ...