Page Comparison

Purchase Orders

The Purchase Order screen allows the User to create and manage Inventory. Purchase Orders require a Vendor and a Warehouse, Equipment from the Warehouse can then be added to the Purchase Order. The Purchase Order number can be configured with the ALLOW_CUSTOM_PO_NUMBER

The Basics

• 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 Order is created.
  • Warehouse - The Warehouse field will auto populate with the Master Default Warehouse . Once the Purchase Order is created this field becomes read only.
  • Vendor - The Vendor is required because the Purchase Order will be limited to only valid Equipment Catalogs associated with the Vendor.

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Return Orders

The Return Order screen allows the User to create and manage Inventory Return Orders. Return Orders require a Vendor and a Warehouse, Equipment from the Warehouse can then be added to the Return Order. A Return authorization number for the Order may be specified.

The Basics

• Required Fields:
  • Status - The status of the Return Order will allow Inventory Managers to sort Return Orders more easily. 
    • Pending - The Pending status is meant to be used when you are building a Return 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 Return Order or Equipment on it is declined at any point before the Return Order is sent to the Vendor, they can be edited by the Inventory Manager.
    • Open - The Open status is meant to be used to receive Equipment back into Inventory. When you receive items back from repairs/replacement, select their lines from the Return Order and click the Image Removed button. You can do multiple at once if you wish.
    • Closed - The Closed status can only be set once all the Inventory is Repaired, Replaced, or One Way on the Return Order. This status lets Users know that the Return Order has been addressed and all the Inventory is received.
  • Created Date - The Created Date field will let Users know when the 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.

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Return Orders