Move the shipment to the Received status using the Receive shipment button. Once ready, the shipment can be moved to the Received status.
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The Update shipment to match order action (blue link in the middle of the purchase shipment screen) will add items for all products in the order that haven't yet been received based on the quantities ordered for each product on the purchase order. An Editable shipment starts out with no products and can't be received until it contains at least one item that contains a product, non-zero quantity, and sub-location. A purchase shipment can never be reverted to a previous state - if you need to change a received purchase shipment then the shipment must be canceled and replaced with a new shipment using "Add new shipment" menu item on the Purchase order shipment screen. At any point, a purchase shipment can also be Canceled which voids any modifications to stock levels made by the received shipment.
Receive shipments against PO increases stock – Receiving Purchase Orders - The purchase shipment represents a single shipment for a purchase order and moves through a life cycle starting as Editable, and then to Received. Receive Shipments Against the Purchase Order Import Order items into the Purchase OrderĬreate/import PO Line items – From the PO itself, Actions menu>Import order items
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To learn more about how to set up pricing on your purchase order go here.Ĭreate/import PO headers – Home>Import>Purchase Orders (to batch create or import purchase orders) How to setup Pricing Defaults for Purchase Orders
A purchase order in the Canceled state can be moved back to the Editable status, but any canceled received shipments will remain canceled and have to be recreated.
As a side effect, it also updates all received shipments for the purchase order and moves them to the Canceled status as well (which means any modifications to stock levels from those received shipments are voided). This changes the purchase order to the Canceled status. All results of purchase can also be deleted by using the Cancel order menu item on the actions menu of the purchase order detail screen. Purchase orders in the Completed status do not appear by default on the View Purchases screen listing purchase orders, but changing the filter on that screen to include Completed purchases will show them. Moving a purchase order to the Completed status release “on order” quantities for any items on the purchase order that were never received. As mentioned above, this does not affect the quantity on hand in any way. When a purchase is finished the purchase order can be moved to the Completed status. Items on purchase orders in the Committed status are treated as “On Order” and affect the available to promise quantities for the location selected as the purchase order destination.This is not required (a purchase order can have shipments created and received or be canceled or be marked completed even while still in the Editable status) but is useful to track which orders are still in the process of being created vs which orders represents firm commitments to suppliers. From the Editable status, the purchase order can be moved to the Committed status. In this status all fields on the purchase order are editable. The purchase order starts with the Editable status which is equivalent to draft status. In particular, moving a purchase order to the Completed status does not update stock levels (since stock levels are updated by receiving purchase order shipments). The purchase order status does not have a direct effect on stock levels. The Purchase Order status represents the overall status of an entire purchase order.Use the Filter dropdown to select or filter the Purchase Orders in the view. Canceled - Cancels all Purchase Order Activity including Shipments previously received.This Status WILL NOT Receive the Shipment! Completed - All Purchase order activity is done.Committed - On Order - Available Quantity Increased by order quantity.Editable - Draft - no effect on stock levels.Purchase orders can have one of four different status’ or states:.This may be done at a later time.Ĭreate POs to your suppliers to increase your stock levels - Home>Purchases>Create Purchase Order This STEP is OPTIONAL - You may proceed to the next step if you do not wish to create Purchase Orders at this time.
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