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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Track POs by Status</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
span.hcp2 { font-weight:bold; }
-->
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Track Purchase Orders by Status</p>
<p class="Help-Text"><a href="purchasingoverview.htm">Purchasing Overview</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
</div>
<p class="Help-Text">The <font class="hcp1">Status</font> field on purchase orders allows you to track orders, filter order lists, and create reports based on the current entry. Point of Sale has these default purchase order status types.</p>
<ul>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><span class="hcp2">Open</span> - Assigned to all new orders.</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><span class="hcp2">Closed</span> - Automatically assigned to POs that have been completely received.</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><span class="hcp2">Pending</span> - Manually assigned status, typically used on orders that you have made but that you are not immediately placing with your vendor. &#160;This &#160;allows you to filter them out from purchasing reports and for Pro users, prevents unplaced orders from affecting your <a href="../qbpos_inventory/inven_avblqty_tracking.htm">available quantity</a> calculations and reorder reminders.</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted"><span class="hcp2">Suggested</span> - (Pro) Automatically assigned to POs generated by the <a href="po_suggestpo.htm">Suggest PO</a> feature.</p>
</li>
</ul>
<p class="Help-Info-Line">To manually change the status of a purchase order:</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">Display the purchase order in Form View.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select a new status from the drop-down list in the <font class="hcp1">Status</font> field.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp2">S</span><font class="hcp1">ave</font>.</p>
</li>
</ol>
<p class="Help-Info-Line">To view the status history of a purchase order:</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">Display the order in Form View.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click the icon next to the <font class="hcp1">Status</font> field.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If it fits your needs, you can add or rename status labels in <a href="../qbpos_company_preferences/sysprefs06.htm">company preferences</a>. A purchase orders status can be manually changed as the order is made and as it proceeds towards completion for tracking purposes.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">As the status of an order is changed, Point of Sale records the date and the employee who made the change, so you have a running history of the orders progression.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">When a receiving voucher records the arrival of the ordered merchandise and the PO is 100% filled, the orders status is automatically changed to <font class="hcp1">Closed</font> by Point of Sale. Closed POs don't show up in the default purchase order list view.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="po602.htm">Create a purchase order</a></p>
<p class="Help-Text"><a href="po632.htm">Track PO fill status</a></p>
</body>
</html>