Manual:Accounts Payable: Difference between revisions
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=== Purchase Order === | === Purchase Order === | ||
'''Menu Location:''' Inventory / Inventory PO / Purchase Order | '''Menu Location:''' Inventory / Inventory PO / Purchase Order | ||
:1. Click Add | :1. Click '''Add''' | ||
:2. Enter Order From company | :2. Enter '''Order From''' company | ||
:3. Enter Ship To company | :3. Enter '''Ship To''' company | ||
::*If blank, defaults to your organization’s address displayed on the Main tab (Ship To fields will be blank on Order) | ::*If blank, defaults to your organization’s address displayed on the Main tab (Ship To fields will be blank on Order) | ||
:4. Click Select Orders to choose Order (inserts Ref PO#) | :4. Click '''Select Orders''' to choose Order (inserts Ref PO#) | ||
:5. Enter Purchase Order Lines and update as needed | :5. Enter '''Purchase Order Lines''' and update as needed | ||
:'''Buttons'''<br> | :'''Buttons'''<br> | ||
:* Create Invoice – creates Accounts Receivable invoice for customer in Ship To | :* '''Create Invoice''' – creates Accounts Receivable invoice for customer in '''Ship To''' | ||
:* Select Orders (start with empty record) – creates a purchase order from an order | :* '''Select Orders''' (start with empty record) – creates a purchase order from an order | ||
:* Receive PO – receive items on Purchase Order into Inventory – creates an unassigned receipt; when invoice is received and entered, it relieves the unassigned receipt | :* '''Receive PO''' – receive items on Purchase Order into Inventory – creates an unassigned receipt; when invoice is received and entered, it relieves the unassigned receipt | ||
=== Inventory Receipt === | === Inventory Receipt === | ||