Purchase Transactions
Purchase Transactions in the Web App
Here you can:
- enter new purchase orders and item receipts;
- receive items based on existing purchase orders;
- filter transactions by vendor, type, status and date;
- search transactions by number or inventory site;
- view, print and edit existing transactions;
- view purchase orders linked to a specific item receipt, or vice versa.
To enter a new purchase order or item receipt, click and choose the transaction type.
To view a purchase order or item receipt, click anywhere in the corresponding row of the list.
To edit an existing purchase order or item receipt, click in the Action column, then click Edit.
To print an existing transaction, click , then click Print.
You can view linked transactions for a certain PO or item receipt. Click View in the Lnk Txn column and then click on a transaction number.
The Action menu also lets you clone a PO or receipt, if you need to create a new transaction that exactly repeats an existing one.
Finally, if you want to mark a PO as closed without receiving it, use the Close command in the Action menu.
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