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- Required Fields:
- Status - The status of the Purchase Order will allow Inventory Managers to sort Purchase Orders more easily. The Workflow Rules will give the User some more insight into how the Statuses control the Purchase Order process.
- Pending - The Pending status is meant to be used when you are building a Purchase Order, but before you have sent it to the Vendor. This status allows for internal processes like approvals from internal organizational business practices to go through. If the Purchase Order or Equipment on it is declined at any point before the Purchase Order is sent to the Vendor, they can be edited by the Inventory Manager.
- Open - The Open status is meant to be used once the Purchase Order has been sent to a Vendor and you are waiting on the Equipment to be shipped. Once the Equipment is received it can be brought into Inventory from the Purchase Order.
- Closed - The Closed status can only be set once all the Inventory is received on the Purchase Order. This status lets Users know that the Purchase Order has been addressed and all the Inventory is received.
- Created Date - The Created Date field will let Users know when the Purchase Return Order is created.
- Warehouse - The Warehouse on the Return Order Form Header is only a placeholder, a default value. It is used for the Warehouse Picker on the Return Order Process form (when you decide to Repair/Replace/One-Way the line item). You can change that Warehouse selection to an alternate and the Repair/Replace Equipment will be stored to that Warehouse. There is no additional logic behind this field.
- Vendor - The Vendor selection filters which Equipment Catalogs can be added to the Return Order. It is not possible to return something to a vendor that can't be ordered from that vendor.
- Status - The status of the Purchase Order will allow Inventory Managers to sort Purchase Orders more easily. The Workflow Rules will give the User some more insight into how the Statuses control the Purchase Order process.
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