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Manually create a Purchase Order or import from a template.
Met is working on the import templates for both regular POs and Donation POs.
Purchase Orders must be created before receiving. This includes donation receiving.
When project is populated, Final Destination is also populated using project__r.Account__r.Warehouse__c
Print the PO PDF (pending review)
Click the “Send Documents” Button to email the PDF to the Order Contact.
Use the Purchase Order list to manage incoming the schedule of incoming shipments.
Use the Project table to track grants.
Destination Warehouse will be entered automatically using the Warehouse of the Account defined on the Project.
Item Category and grant???
No scanning for phase 1.
It is possible to over-receive quantity by specifying PO Qty. Tolerance % on the item card.
For lot-tracked items:
Enter a lot number (YYMMDD), then enter an Expiration Date.
Click Post.
Create put-aways to put inventory in bins.
Bins defined on the item card will be used first. If it is blank, the default put-away bin in the Warehouse will be used.
Post the Put-away.
If a PO is designed for an agency, click the Create Transfer Order button after the Whse. Receipt is posted.
Safety stock