Purchase Order Processing

Purpose

Purchase Orders can be raised directly from within the  |  dialog 

Once the purchase order has been raised, it is then necessary to further process that in the Payables System

Access

1. Payable | Edit/View Payable Purchase Orders
   

Process

The following screen will display:

Two scenarios may occur

Scenario One

The first scenario is where the invoice amount matches the purchase order amount 

Click 

The following dialog will display:

Enter the Supplier Invoice Number and the Invoice Date and  the Purchase Order

There are other options available at this point:

 – will display the details of the original purchase order.  The details cannot be changed.

Scenario Two

The second scenario is where the invoice amount does not match the purchase order amount

Click  

The following dialog will display:

There are other options available at this point:

– will allow the addition of a new line(s) to the purchase order for other services or products that were added by the supplier subsequent to the original purchase order.

 – will display the details of the original purchase order.  The details can be changed.

– allows the deletion of a purchase order line item

There is no warning of the deletion, but when you close  the dialog the following message displays:

A  reply will ensure the line item is not deleted

If  is clicked after deletion then the purchase order line item will have been deleted

Once the purchase order has been altered to agree with the supplier invoice:

Then the  process should be followed

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