Purchasing Other Actions Menu

Display the drop-down 'Other Actions' menu either by pressing F9 or clicking the down arrow immediately to the right of the green circle with a white cross icon at the top of the button bar. The following functions are available:

  • Copy Purchase Order (Same Supplier):
    • Copies the currently loaded purchase order to a newly created purchase order.
    • The copy command will clone all of the data associated with the purchase order, including extended stock descriptions.
    • The PO Code will be updated as this must be unique within the system.
  • Copy Purchase Order (Different Supplier):
    • Copies the currently loaded purchase order to a newly created purchase order.
    • The user will have to specify the different supplier to be associated with the new purchase order.
  • Move Purchase Order:
    • Moves the currently loaded purchase order to another supplier account.
    • The move command re-assigns the supplier ID and transfer all related financial data to the new supplier.
  • Delivery Note Backorders:
    • Reprocess Back Orders: will recheck for any backorders that could be released by stock booked in on the selected delivery note.
    • View Back Order Released Items: will show a report of items released to fulfil back orders within a specified date range.
  • View Cancelled Codes: some customers reuse numbers and some have the system record them as having been cancelled for auditing purposes; for those customers that record cancelled numbers this option will allow the details to be viewed.
  • Audit:
    • Purchase Order: allows admin users to view changes to purchase orders by users once they have been saved.
  • Print:
    • Back Order Picking Note: The user must be in an open Purchase Order. The system will generate a back order picking note for all Sales Order Invoices that will be fulfilled by the delivery of that Purchase Order.
  • Export
    • Export Purchase Order: the system generated .xml with purchase order detail in it.

See Also


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