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  • Create Purchase order

  • 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”

  • Print “Purchase Order” pressing Print Purchase Order

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

  • Click the “Create Receipt” Button.

  • 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

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