From purchase order to purchase invoice

1.     Item is ordered from a supplier

a.     New PO is created in the system PO/2007//00001

b.     Amount of ordered item is visible on tab Lots and Resources on item form in column Reservations

c.     Value is calculated basing on price list

2.     Item is delivered

3.     PO document is converted into POR document

a.     Select PO

b.     Select option [Generate POR]

c.     An unconfirmed POR document is generated

4.     User has to complete following information:

a.     Foreign number, i.e. number of document received from supplier

b.     Definitively set received quantity and value of item

5.  After confirming POR, item is accepted to a warehouse

6.     At the moment of receiving purchase invoice – POR document has to be converted into Purchase invoice, on PI document payment form and date are set

7. After confirming Purchase invoice on payment plan proper liability(payment) is created or in case of payment with cash – record in cash report

 


From purchase order to purchase invoice