This page covers the Receipting of stock sent from the warehouse, Invoicing the PO. Managing the Returns and Credit Notes.
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This section covers everything in the Processing menu on the Purchase menu tab.
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A new feature to allow control over the amount an employee can order was implemented Q3, 2021.
If you enter a purchase orders and your limit is below the amount of the order it will require authorising by a user who has a higher limit and one which is above the value of the order.
To set the limit you need to adjust this in the user setup.
The Authorise Purchase screen will show the Purchase order orders that has have been keyed by users that has have a Purchase Limit against their user.
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This controls to allow the authorisations of purchases have been added, this is controlled by a new field against the system users which defines up to what limit the user is allowed to order. A purchase will be held if it exceeds this value, waiting for a user with a sufficient limit to allow it in the new authorisation screen.
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This will show all the Purchase Order has the Orders that have their Status as A - Awaiting Authorisation .
Receive
The Receive Purchase Order screen shows any Purchase Orders with one or more lines still waiting to be receipted.
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The Received Purchase Order Screen will only show in Vision Commerce version 3 onwards.
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Rotation Number, Qty Received may be auto-populated if you sent the Purchase order via Warehouse Submission and have received the Goods Received file/data back from the Warehouse,.
If the Warehouse requires a rotation you will have to enter one when receipting the PO.
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When you open this form you will have to enter some essential details shown in green.
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Invoice No | from the invoice |
Shipper | the code you use for the shipper, usually the same as the code for your finance system This will then determine the currency, exchange rate and vat code which will be used to provide a base currency value |
Invoice VAT | if applicable from the invoice, this will be the shippers currency |
Invoice Grand Total | in the invoice currency including any VAT or tax |
Which PO’s Apply
You can select all or some of the lines on the Purchase Order.
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When viewing a processed Purchase Freight Invoice, only the lines you previously processed will be shown.
Any lines on any of the Purchase Orders that were not selected will not show.
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