87 lines
4.1 KiB
HTML
87 lines
4.1 KiB
HTML
|
|
<!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.  This  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"> </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>
|