Inventory parts, inventory and ordering

Changing Status On P.O.s?

Changing Status On P.O.s?

Postby perry_GDP » Fri Nov 17, 2017 9:56 am

When ordering through the system it shows the order as processed but when manually creating an order it seems there is no way to change that. Is this correct? We have 3 people that are in and out of the system at different times and it makes it difficult to tell if an order has been processed or not.
PO Screen.PNG
 
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Re: Changing Status On P.O.s?

Postby Silky7 » Fri Nov 17, 2017 11:05 am

When you have a moment, please take a look at this set of videos. I believe they should address your question. They're short videos, about 3 minutes in length.

Purchase Order - Automatic http://youtu.be/VXcLJlzC-Dk
Purchase Order - Manual http://youtu.be/g09QYRiXLPw
Purchase Order Screen http://youtu.be/_o5hpRWimts
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Re: Changing Status On P.O.s?

Postby perry_GDP » Fri Nov 17, 2017 3:39 pm

Nope, they didn't. Thank you though.
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Re: Changing Status On P.O.s?

Postby ricmorin » Sat Nov 18, 2017 5:07 am

You are correct. There is no indication on a manually created purchase order that the parts have been ordered. I've spoken about this at the RO level where it would be nice to see the same color change for parts that have been ordered manually. I think that would happen in lock-step with the PO status change. I've also advised users NOT to create a manual purchase order without actually calling the order in (or fax/email) so as to not create confusion. Another workaround would be to add an internal comment regarding the status; whichever works best for your workflow.
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