Purchasing (Client Menu)

PO List

Navigate to Purchasing Menu → PO List

Provides the full PO list and their details

• Use Search function to filter PO number

• Click Expand/Collapse icon to show Line items/SKU details

• Click View icon to show Purchase Order Details

Open

PO Status

• DRAFT – PO Creation has been started but has not been completed

• NOT ALLOCATED – PO is in the system but has not been allocated to a shipment

• PARTIALLY ALLOCATED – PO is in the system with multiple lines items, some of which are allocated to a shipment whilst some are free to be booked

• FULLY ALLOCATED – PO is in the system with all line items allocated to shipment/s

• COMMIT – PO is finalised and can no longer be changed/edited

• COMPLETE – PO is finalised, shipped, received at destination

PO QC List

Navigate to Purchasing Menu → PO QC List

 Allows user to Add and update the QC approval date.

• Use Search function to filter PO number, Product Code, Shipment Number and Ex-Date

To Add QC Date for the full PO (Header level):

1. Click checkbox to select Purchase Order (this will select all Line numbers in the PO)

2. Select Date on the QC Date Picker

3. Click QC button

Open

To Add QC Date for each PO line (Line level):

1. Click Expand/Collapse icon to show Line items/SKU details

2. Click checkbox to select required PO Line Number

3. Select Date on the QC Date Picker

4. Click QC button

Unbooked PO Report

Navigate to Purchasing Menu → Unbooked PO Report

Provides all outstanding POs which have no booking data of shipment received from the Vendor/Supplier.

Pending QC Report

Navigate to Purchasing Menu → Pending QC Report

Provides all outstanding PO at SKU level which have no QC date added / no approval yet