Purchase Orders
Purchase Orders - Create Page
Question: Why is the Vendor column not displayed next to each line item on the Purchase Order create page?
Answer: Once the Custom Purchase Vendor feature is enabled, the Create Purchases for multiple Vendors feature is disabled and only allows the user to select one Vendor for the entire Purchase Order. The select Vendor field would be displayed on the same line as the Link VAT/Vendor buttons.
Purchase Orders - Edit Page
Question: At which status can files be attached to Purchase Orders?
Answer: Files can be attached to Purchase Orders at any status except the processed and cancelled status. Files can also be attached on the PO Receiving Page.
Question: After duplicating a Purchase Order, should all the previous fields, values and quantities be displayed on the new Purchase Order?
Answer: Yes, all the fields, values, quantities and any additional information should be displayed on the duplicated Purchase Order. Only thing that should change is the Purchase Order number and GL Account balances (if applicable).
Question: When should the Charges card be displayed on a Purchase Order and the receiving page?
Answer: Users should only see the Charges card when a Purchase Order is an Overseas Purchase Order. Once the Overseas Purchase button is enabled on the selected Purchase Order and the Purchase Order is at “Awaiting Delivery” status the Charges Card would be displayed.
Question: Why are some of my GL Account balances not displayed when viewing my Purchase Orders?
Answer: This occurs when users create Purchase Orders for a future month with departments that have not been created as yet. Then when the “future” month starts the user imports their new funds however, the purchase order retains its original value. Users with permissions and directed as such can click the “Clean” button in the Funds Management tab under the Actions button to resolve this issue.
Question: Why is the Receive Order button not displayed on Overseas Purchase Orders, although the Purchase Order is at Awaiting Delivery or Sent to Vendor status?
Answer: All Overseas Purchase Orders require to have Charges Applied before the Receive Order button is displayed. Once the user enters the required charges and clicks the Confirm Charges button, the PO status would change to Delivered and the Receive Order button would be displayed once the previous month is closed.
Purchase Orders - Receiving Page
Question: Why is the receive button on the Purchase Order edit page displayed, although the “Previous Month is not closed” banner is displayed?
Answer #1: The user has the “Allow using partially closed months (Open previous month but closed location)” button is enabled for the selected client.
Answer #2: The Purchase Order being viewed is a Service Purchase Order. Once an item/s selected on the Purchase Order is tied to the “Service” type, users have the ability to close the Purchase Order without the previous month being closed.
Question: Should the Net Value per each line item change once a Discount is applied?
Answer - No, the net value per line item never change, the invoice calculates Net Total less discount, then the Vat is applied to the difference between net total & discount which gives the invoice new Total.
Question: Why are only certain Locations/Cost Centres displayed in the Location drop-down on the receiving page?
Answer: When the “Allow using partially closed months (Open previous month but closed location)” button is enabled, when users click on the receive button and go to select the Location, only Locations and Cost Centres that have Processed Month-End Stock Counts would be displayed. Users are not allowed to receive stock to a Location/Cost Centre for a future month if the previous month is not closed.
Purchase Orders - General
Question: Do Purchase Orders which carry service items and non-service items considered Service Purchase Orders?
Answer: No. A Purchase Order is only classified as a Service PO when all the items on the PO are classified as Services.