Versions Compared

Version Old Version 5 New Version 6
Changes made by

Muhammad Adil Shahid

Scott Zhuo

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Creating Purchase

...

Without Vendor Purchase order Error.

  • Buy from Vendor

  • Order Date

  • Warehouse “Main”

  • Payment Terms

...

Project Field/ Donations/ Funds

  • Actual Cost

  • Grants

...

Click Add Lines

  • Enter Items

  • Quantity

  • Unit Cost

...

Click “Save”

...

Orders

  • Manually Create a Purchase order or import from a template.

    • Met is working on the import template

    • Purchase Orders must be created before receiving, including donation receiving.

    • Print PO documnt

    • Email the PO Document by clicking “Send Documents” Button.

...

Grant Tracking

  • Use Project table to track grants

Warehouse Receiving

  • No scanning for phase 1

  • Enter the Following details.

    • Lot No

    • Expiration Date

  • Click Post

  • In order to Transfer to Agency “Create Put-away”.

  • Breakup of Purchase UOM to Sale UOM

    • Quantities

    • Bin

    • Unit of Measure

  • Click “Create Invoice”.

  • Edit Quantities and unit Cost

  • Click “Post”

  • Use Project to manage funds

Table of Contents