Purchasing
From MyMoney Online Help
Purchase Order Color Codes with explanations
General Purchase Order status rules:
Pending Purchases: Add items, delete items, change Supplier, modify # Pkgs, modify the Cost value.
Created: You can add additional items, modify the # Pkgs, modify the Cost value, delete line items off the PO.
Ordered: You can Cancel the order.
Shipped: You can Cancel the order.
Received: Receive into Inventory.
Completed: It will be removed when the screen refreshes.
Processing: This is a special status for Suite/Manager sync users. Processing means Manager is processing the order.
Purchasing
This is your purchase order section. Automated reordering will show up here depending on each item's auto-reorder configuration, found in the
Product Maintenance section. To manually create an order, use the search area and add them just like you would to an invoice.
Keep in mind...
- You can delete unwanted items that are in Pending Purchases by selecting it (the green dot) and clicking Delete.
- If you have multiple items selected and you generate a PO, any items with different Suppliers will be given seperate POs, per Supplier. In other words, if there are 10 items and 5 use Supplier X and 5 use Supplier Y, there will be 2 POs generated with 5 items each.
- Items that weren't selected to be generated will be left in the Pending Purchases list to generate at a later time.
- If you forgot to add an item, you can add it during the Created stage.
After orders are generated from the Pending Purchases window, their status will go from Created to Ordered to Shipped to Received. After the final package is applied, a Purchase Order - Received report can be printed out.
You can think of the overall cycle like this, Pending Purchases exists as a placeholder for items that have been sold and hit their order point. Once you've generated a item(s) into a Created order, you edit it then set it to Ordered, via fax or scanned email/etc or submitted through EDI/Manager. Once the package arrives you set the status to Shipped, as in it has Shipped to you. At this point you need to make sure the numbers are sound before clicking on Set to Received.
Changing package amounts
You can modify the Pkgs value in the Pending or Created areas. The Pkgs value is determined by the Auto-Reorder values in Products Maintenance.
Editing the cost
You can edit the Cost field during Pending and Created. This value is set in Product Maintenance > Supplier > Pkg Cost.
Editing extended cost
You are not able to edit the Extended Cost, please use the Cost field.
Deleting an order
If you wish to remove a pending purchase order, place a dot in the check-box next to the item number and click the delete button.
Generating an order
If you wish to generate a pending purchase order, place a dot in the check-box next to the item number and click the generate orders button.
How Do I receive my Order
Click here to receive my orders[1]
How do I change the Address
The default address currently prints as the Purchasing address in myBusiness > myInfo. Addresses have three entries, you can use the first one to specify "Ship To:" or "Bill To:" or include account numbers.
Submit Order using EDI
see Suppliers Details[2]
Shipping Options
After Clicking the Actions button, Submit Online, prior to clicing Submit Order you have the opportunity select ship to address's you have
set up in your Info section of the program, as well as the shipping method.
Order Send Confirmation
After clicking the Submit Order button you will receive a confirmation.
