Articles tagged #PURCHASE ORDER
Articles tagged
#PURCHASE ORDER
Use Last Purchase Price for Item Amount in Purchase Order Creation
The user aims to have the Last Purchase Price as the Item Amount when generating Purchase Orders for their items, rather than the Purchase Price.
Purchase Order Record Getting Stuck in Pending Approval Status using SuiteApprovals
A Purchase Order record enters the SuiteApprovals workflow. After clicking Approve button by final approved, Approval Status is not changed from Pending Approval to Approved but under Approval History tab, status is Approved. Root Cause is a concurrency issues (i.e., concurrent approval actions) and intermittent issues in the script which updates the transaction records' Approval Status field.
Re-Bill Items from Purchase Order that were Previously Cancelled
Scenario
Solution
2. ClickItemstab
3. Remove the lines that have a cancelled Bill record
4.Re-input the items and other details
5. ClickRelated Recordstab
6.Item Receipt: ClickEditon the related Item Receipt
7. ClickAction
8. ClickDelete
Note:Retain the Item Receipt record for the correctly Billed item
9.Go back to the Purchase Order record and clickSave
10. ClickBill
Create a Saved Search to show Bill Payment with the corresponding Bill and PO
If a user wants to track all Bill Payments created with the corresponding column for the Bill and Amount where this was applied, and down to the corresponding Purchase Orders, then the user can create this Saved Search:
Create a Single Purchase Order from Multiple Order Requisitions
A user needs to create a single Purchase Order from multiple Order Requisitions
Resolve Inability for Custom Role to Edit Purchase Orders via Inline Editing
Scenario
Custom role with Purchase Order permission, set to Edit access level, is unable to edit Purchase Orders via Inline Editing.
Solution
- Navigate toSetup>Users/Roles>Manage Roles
- Custom Role:ClickEdit
- General:
- Restrict Time and Expenses:RemoveCheckmark
- ClickSave
Purchase Requests
A purchase request is a transaction that records a purchase that needs to be made. The request details the item needed and the anticipated price of the item. When the purchase request needs to become a purchase, the request must be converted into a purchase order.
Missing Items when Receiving Purchase Orders
When trying to receive purchase orders, some or all of the line items may not appear on the item receipt form.
Sales Order Saved Search to Display Related Invoice, Item Fulfillments, Purchase Orders, and Bills
User requires a Sales Order Saved Search to show related Invoices, Item Fulfillments, Purchase Orders and Bills on each column.
Saved search to show Vendor Name only to Open Purchase Orders report
Scenario:
Solution:
- Navigate toLists>Search>Saved Searches>New
- SelectTransaction
- Enter aSearch Title
- Go toCriteriatab >Standardsubtab,
Filters:- TypeisPurchase Order
- MainLine isTrue
- StatusisnoneofPurchase Order:Closed,Purchase Order:Fully Billed,Purchase Order:Rejected by Supervisor
- Go toResultstab >Columnssubtab
- ClickRemove Allthe
- Add the followingFields:
- Date
- Document Number
- Vendor : Company Name
- Vendor : Name
- Status
- Amount
- ClickSave&Run
Return User Error on Transaction Deletion not Working
A user wants to return a user error via workflow whenever a user tries to delete purchase orders that are not created by them.
Generating an Intercompany Sales Order
Before you can generate an intercompany sales order, you must create an intercompany purchase order.
Restrict Custom Role From Accessing Purchase Order Register Report
The custom role can access the Purchase Order Register Report even when no permission for Vendors is granted to the role.
Drop Shipments: Purchase Order Copies its Rate from the Sales Order
When an Item's Purchase Price (Item Record > Inventory tab) is null/blank, Drop Ship Purchase Orders copy the rate from the originating Sales Order.
Resolve Error: "Invalid Reference Key XXX Accounts Payable for Subsidiary X" on Purchase Order CSV Import
When uploading a Purchase Order via CSV Import and the errorInvalid Reference Key XXX Accounts Payable for Subsidiary Xis encountered, this is because the Accounts Payable used is not available on the User Interface. This is usually populated by an Asset or an Expense account. Field mapping as follows:
Approve Purchase Order > Email sent to the Vendor
Scenario
- Setup > Company > Email Preferences > Transactions tab >Vendors Default To Email Transactions = F
- Vendor record > Preferences >Send Transactions > Via Email = F
- Purchase Order > Communication >To be Emailed = F
- When Purchase Order was approved, it sent a copy to the Vendor