How To: Part-pay for a Purchase Order

It is possible to part pay for a purchase order, for example where the supplier requires a deposit.

1. Open a Purchase Order screen (show me how).
2. Press Ctrl+N or click to create a new Purchase Order.
3. Use the filters to locate the supplier.
4. Double-click on the supplier.
5. Press F3 or click to add a new item.
   1. Use the filters to locate the stock item.
   2. Double click on the stock item.
   3. Amend the 'Qty' and/or 'Unit Price' as required.
   4. Repeat until all items are added to the order.
6. Tick the 'Pre Paid' checkbox. This will automatically tick the 'Create Purchase Invoice' box as well.
7. Update the 'Amount Pre Paid' as required.
8. Move to the [ Delivery Address ] tab.
9. Check the delivery address and change if required.
10. Press Ctrl+S or click to save the Purchase Order. The amount will be in the Supplier's Statement screen.
11. Press Ctrl+P or click to print to print the Purchase Order.

Notes:

• The 'Amount Pre Paid' field can only be modified while the 'Amount Locked' checkbox is unchecked.
• Saving the Purchase Order with an 'Amount Pre Paid' less than the order's Gross Total will result in a warning about partly paid invoices (only if the 'Pre Paid' checkbox is ticked).
• Changing the value of the order by altering stock lines while the 'Pre Paid' box is ticked, will set the 'Amount Pre Paid' to match the gross total. This is only if the 'Amount Locked' checkbox is unticked, and the payment amount currently matches the previous gross total.
• Changing the value of the order by altering stock lines, will not change the amount paid, if you have manually set it to a value other than the gross total, regardless of checkbox states.
• It is not possible to set 'Amount Pre Paid' to a value less than zero, or greater than the gross total of the order.

See Also

• Purchasing Overview