Purchasing Other Actions Menu

Table Of Contents

The Other Actions menu provides additional tools and shortcuts for managing Purchase Orders, Delivery Notes and related records.

To open the menu, press F9 or click the down arrow immediately to the right of the green circle with a white cross icon on the toolbar.

Copy Purchase Order (Same Supplier)

Creates a copy of the currently loaded Purchase Order for the same supplier.

When using this option:

A new Purchase Order is created automatically.
All Purchase Order information is copied, including any extended stock descriptions.
A new Purchase Order code is generated, as Purchase Order codes must be unique.

This can be useful when raising a similar order for the same supplier.

Copy Purchase Order (Different Supplier)

Creates a copy of the current Purchase Order and assigns it to a different supplier.

When using this option:

A new Purchase Order is created.
You will be prompted to select the supplier for the new Purchase Order.
The copied order can then be reviewed and amended as required.

This is useful when sourcing the same products from an alternative supplier.

Move Purchase Order

Transfers the current Purchase Order to a different supplier account.

When a Purchase Order is moved:

The supplier associated with the Purchase Order is changed.
Related financial information is transferred to the selected supplier account.

Use this option if a Purchase Order has been created against the wrong supplier or needs to be reassigned.

Delivery Note Backorders

Provides tools for managing back orders linked to Delivery Notes.

Reprocess Back Orders

Checks whether stock received on the selected Delivery Note can now fulfil outstanding back orders.

Any qualifying back orders are re-evaluated and released where appropriate.

View Back Order Released Items

Displays a report showing items that have been released from back order within a specified date range.

This can be useful for auditing stock availability and order fulfilment activity.

View Cancelled Codes

Some suppliers or customers may reuse document numbers, while others retain cancelled numbers for audit purposes.

This option allows you to view details of any recorded cancelled codes.

Audit

Purchase Order

Available to users with the appropriate permissions.

Displays the audit history for the current Purchase Order, allowing you to review changes made after the order was saved.

This information can be useful for troubleshooting or reviewing historical activity.

Print

Back Order Picking Note

Generates a Back Order Picking Note for Sales Order Invoices that are expected to be fulfilled by the selected Purchase Order.

To use this option:

Open the relevant Purchase Order.
Select Print → Back Order Picking Note.

The report shows the items that can be released when the Purchase Order stock is received.

Export

Export Purchase Order

Exports the current Purchase Order as an XML file.

The generated XML contains the Purchase Order details and can be used for integrations, data exchange or supplier-specific processing requirements.