![]() To see what has already been received and billed for a purchase order, click the Related Records subtab on the purchase order. Bill the purchase order by going to Transactions > Payables > Bill Purchase Orders. The order then has the status Pending Billing. If you did receive all items on the purchase order, your inventory is updated with the items received. To receive the rest of this order when the items arrive, repeat the steps above. The order then has the status Partially Received. If you did not receive all items on this purchase order, your inventory is updated with the items received. On the User Notes subtab, you can enter a title and note for any comments you want to add to this transaction. Select New to upload a new file to File Cabinet. ![]() On the Files subtab, you can select and attach files from the File Cabinet related to this transaction. For more information, see Attaching Events, Tasks, and Calls to Records and Transactions. ![]() Use the Events, Tasks, and Phone Calls subtabs to attach activities to this transaction. If you prefer, you can click Print when you have finished entering all the information to immediately save and print the purchase order.Įnter a vendor message to appear on your purchase order. If you use Approval Routing, you can only email purchase orders that have been approved by a supervisor.Ĭheck the To Be Faxed box and enter or verify a fax number if you want to fax the purchase order. ![]()
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