Purchasing

Knowledgebase entries for Purchasing Application.

• Purchasing User Manual

  Purchasing User Manual...

• New User cannot Access Purchasing Menu Options.

  Question: New user can’t get into Purchasing Menu Options. I set up his profile correctly, what else could be wrong? Resolution: The new user must be assigned an agent number and set up under User Aut...

• How do I run summary product reports for specific departments?

  Question: How do I run summary product reports for specific departments? We would like to print product totals by department, by fiscal year for specific products. For example, for departments 200, 20...

• How do I give a user a security option they don’t currently have?

  Question: How do I give a user a security option they don’t currently have?   Resolution: From the Main Menu go to Option #1 General Functions Then Option #6 Setup Menu Security Option #11 Add/Chg Use...

• How Do I Change/Delete a new Purchase Order?

  Question: How Do I Change/Delete a  new Purchase Order?   Resolution: To change/update a purchase order that has not been updated (status 0, 1, or 2 only) , key a '2' in the opt. field next to the des...

• How do I add new PO lines to a Status 3 or approved PO?

  Question: How do I add new PO lines to a Status 3 or approved PO? Resolution: If the PO is a status 3-updated, and you need to make additional entries, you need to create a change order. The PO # will...

• How are the account numbers in Product Type File Maintenance used?

  Question: How are the account numbers in Product Type File Maintenance used? Resolution: The GL account# and entity fields represent the GL account# and Corp/Division/Department/Job# to be used when p...

• How do I go back to a PO to enter a couple more items?

  Question: How do I go back to a PO to enter a couple more items? Resolution: If the PO is a status 3-updated, all you need to do is create a change order. The PO # will be the same but have a new sequ...