Restock List
Click on this menu option to display a grid identifying all parts that are requested to be ordered via workorder items that have the selected vendor set as the wholesaler in the part entry screen.
This menu option is not selectable until a vendor has been selected
This menu option will not show if a Drop Ship to Client is selected
See also:
How do I create a Purchase Order based on Restock Level for Parts for that Vendor?
Part Requests List
Click on this menu option to display a grid identifying all parts that are below the minimum stock level that have the selected vendor as the wholesaler in the part entry screen. Refer to further in this section.
This menu option is not selectable until a vendor has been selected
This menu option will not show if a Drop Ship to Client is selected
Only Part Requests from workorders that have not yet been closed will display
See also:
How do I create a Purchase Order based on Part Requests?
Save & New
This menu option saves any changes made to a new Purchase Order, closes the existing Purchase Order, and opens up a new Purchase Order entry screen.
Note that this is not available once a Purchase Order has been placed in any status other than Open – Not Yet Ordered. A Purchase Order in any other status can not be edited other than the status.
Save & Close
This saves any changes made to the new Purchase Order and exits out of the entry screen. Note this button is grayed until a change has been made. This does not close the screen allowing you to save any changes made to date and continue working, which is recommended to do on a regular basis in the event that there is a problem between you and the database, so that data is not lost.
Note that this is not available once a Purchase Order has been placed in any status other than Open – Not Yet Ordered. A Purchase Order in any other status can not be edited other than the status.
Delete
This menu option deletes the whole Purchase Order.
Note that this is not available once a Purchase Order has been placed in any status other than Open – Not Yet Ordered. A Purchase Order in any other status can not be edited other than the status.
Ordered
Select to indicate that the Purchase Order has been ordered. Once selected, it can not be de-selected.
Change Closed Status
Select to indicate that the Purchase Order is being manually closed or manually re-opened if previously manually closed.
Note that only a manually closed Purchase Order can be reopened. Once a Purchase Order is fully received, you can not reopen it.
Exit
This is to exit out of the Purchase Order entry screen and return to the Purchase Order grid.
Print
This lists reports available that can be run for the individual Purchase Order