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To create a new Purchase Order click the the button on the grid. When the Purchase Order form opens, select the Warehouse where the ordered Equipment will be located and select the Vendor. Before more Equipment can be added, the new Purchase Order must be saved to allow the Equipment grid to know which Vendor has been chosen and can show the correct list of Equipment for that Vendor.
Editing
A Purchase Order (PO) can only be edited while it is in a 'Pending' status. Once the status has been set to 'Open' and approved, the Purchase Order is locked, and an additional PO will have to be submitted instead of modifying the current one. The steps to edit a PO are as follows:
- Locate a PO in the grid with a 'Pending' status to modify.
- Single click to select the PO, and click the
button. Alternatively, double-click the PO. This will bring up the Manage Purchase Order Dialog. From here the User can select the Equipment to edit, add to the current order, or delete items that were ordered in excess.
Workflow Rules
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A brand new Purchase (PO) has a status of "Pending", which means the PO is still under construction, not finalized or ready to send to the Vendor. At this point, Equipment can be added, edited, and removed from the PO. However, Users cannot yet Receive or Cancel lines because the Vendor hasn't seen the Purchase Order yet.
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