Articles
Acknowledge PO's
Acknowledging Purchase Orders was designed to be used as an internal company approval system for PO's. If using this feature, once a Purchase Order is created, it is the responsibility of a Purchasing Manger or other designated staff member to revi...
Cancelling a Purchase Order
Once all Inventory Parts have been received on a Purchase Orders, the Purchase Order will automatically close. A Purchase Order may be manually closed that has never been received or has been partially received. The SedonaOffice application allow...
Create a Purchase Order from a Job Record-Expense Items
Purchase Orders for expense items may also be created from a Job record. When clicking on the Purchase Orders button from the Job Tools toolbar and right-clicking In the white area to the right, select the option Create a Labor PO. This will ope...
Create a Purchase Order from a Job Record-Parts
Automated Purchase Order creation for inventory parts is available from within a Job record. This automation takes into consideration the parts that are listed on the Materials form of the Job. Only Parts that are not flagged as stock items will b...
Create a Purchase Order from a Parts Record
Follow the instructions below to create a Purchase Order from a Part Explorer record. Note: This option is only available if your company has activated Stock Tracking. 1. Navigate to the Main Application Menu and select the Inventory/Parts optio...
Create a Purchase Order from a Ticket-Parts
To be able to create a Purchase Order for Parts, from a Service Ticket, at least one part must be listed on the "Equipment and Parts" form of the Service Ticket, and the part for which you want to create a Purchase Order must have the "Stock" checkb...
Create a Purchase Order from a Ticket-Service Provider
In SedonaOffice, the term "Service Provider" refers to a Vendor your company has contracted to perform service calls or inspections on behalf of your company - this is commonly referred to as a Subcontractor. When a vendor record is created, and th...
Create a Purchase Order from a Vendor Explorer Record
Follow the instructions below to create a Purchase Order from a Vendor record. 1. Navigate to the Main Application Menu and select Accounts Payable/Vendors. The Vendor List will be displayed. Locate the desired Vendor row, and double-click to op...
Create a Purchase Order from a Warehouse Record
Follow the instructions below to create a Purchase Order from a Warehouse Explorer record. 1. Navigate to the Main Application Menu and select the Inventory/Warehouses option. 2. The Warehouse Explorer will be displayed. Highlight the tree optio...
Create a Purchase Order from Accounts Payable
Follow the instructions below to create a Purchase Order. 1. Navigate to the Main Application Menu and select Accounts Payable/Purchase Orders. The Purchase Order List will be displayed. 2. Press the New button located at the lower right of the ...
Purchase Order Form Definitions
This article will describe the layout and the data entry fields contained on the Purchase Order form. The Purchase Order form is divided into three main sections, PO Header, PO Body, and PO Footer. Each PO section will be described and illustrat...
Purchase Order List Definitions
This article will describe the layout and options available within the Purchase Order List. This list displays open Purchase Orders and Closed Purchase Orders when selecting the option to include closed PO's. The Purchase Order List is accessed by...
Purchase Orders Overview and Topics
A Purchase Order is used to order inventory parts or services from a Vendor. If your company is using the Job Management module, it is highly recommended Purchase Orders be created for Job parts and expenses. A Purchase Order may be created in var...