Everything you need to know about the Purchasing module

Create purchase orders and purchase order credit notes

18 articles

Next Generation - Access the Action Panel from PurchasingAn overview of the Action Panel, explaining how to access it from enquiry screens, navigate to different areas of the system based on your security permissions.
Next Generation - Change purchase order header statusA guide on how to change existing purchasing transaction header status.
Next Generation - Changing the default security profile header status on purchasing transactionsA step by step guide on how you can change the default security profile status on purchase transactions.
Next Generation - Configure sort keys on a price record for PurchasingA guide to creating and managing sort keys on price records, enabling more flexible searching and reporting.
Next Generation - Converting purchase requests to purchase ordersA step by step guide on how to convert or delete a single or multiple purchase requests.
Next Generation - Edit a purchase credit noteA guide to editing purchase orders, covering the three available methods: editing from a supplier, from the Outstanding Orders Enquiry, and from the Process Credit Notes screen.
Next Generation - Edit a purchase requestA guide on editing purchase request transactions from the Outstanding Purchase Order Enquiry.
Next Generation - Edit a purchase orderA guide to editing purchase orders, covering the three available methods: editing from a supplier, from the Outstanding Orders Enquiry, and from the Receive Orders screen.
Next Generation - Enter a purchase orderThis article explains how to create a purchase order covering the two ways to access the invoice screen (via a supplier record or the navigator),and provides a field-by-field guide to…
Next Generation - Enter a purchase order credit noteThis article explains how to create a purchase order credit note, covering the two ways to access the credit note screen (via a supplier record or the navigator), and provides…
Next Generation - Enter a purchase requestThis article explains how to create a purchase request when you have the subscription and provides a field-by-field guide to both the header and detail sections.
Next Generation - Invoice a purchase orderA guide to invoicing purchase orders, covering the two available methods: editing from a supplier, from the Outstanding Orders Enquiry, and from the Invoice Orders screen.
Next Generation - Processing purchase credit notesA guide to processing credit notes from the Process Credit Notes screen highlighting the compulsory fields on the processing screen.
Next Generation - Purchase order default statusesAn overview of the purchasing transaction statuses of what they mean and how you can change them or set them.
Next Generation - Receive a purchase orderA guide to receiving purchase orders, covering the two available methods: editing from a supplier, from the Outstanding Orders Enquiry, and from the Receive Orders screen.
Next Generation - The Convert Requests screenA detailed overview of the Convert Request screen, covering how to navigate, search and filter.
Next Generation - The Purchase Order Accruals screen in the Purchasing module
Next Generation - Utilise the Outstanding Purchase Order Enquiry to its bestAn overview of the Purchase Order Enquiry screen, covering how to search and filter transactions, configure columns and access further actions via the Action Panel.