• Purchase Order
  • Setting Up the Purchase Order Module
    • Options and Preferences in Purchase Order
      • General Setup
        • Working with Batches in Purchase Order
          • Setting Up Batches
        • Setting Up Purchase Order Landing
      • Purchase Order Relationship with Other Modules
      • Setting Up Other Purchase Order Defaults
      • Tracking User-Defined Order Information
      • Purchase Order Printing Preferences
    • Defining Your Purchase Order Screen Layouts
      • Overview of the Entry Window
      • Overview of the Receiving Window
      • Using the User-Defined Fields After Setup
      • Creating a New Layout
        • Defining Vendor Information
        • Defining Header/Receiving Information
        • Defining Detail Information
        • Defining Landing Information
        • Defining Invoicing Information
      • Modifying an Existing Layout
    • Purchase Order Codes
      • Establishing Purchasing Departments (Department Codes)
      • Setting Up Your Users (Buyer Codes)
      • Setting Up Frequently-Used Comments (Comment Codes)
      • Preparing for Recurring Orders (Frequency Codes)
      • Setting Up Your Shipping Options (Ship Via Codes)
      • Setting Up User-Defined Codes
      • Printing a Code Report in Purchase Order
      • Changing or Deleting Codes
    • Managing Alert Email Addresses
    • Troubleshooting: Setting Up the Purchase Order Module
  • Entering Purchase Orders
    • Common Entry Tasks
      • Selecting a Buyer
      • Entering a Purchase Order Number
      • Selecting a Vendor
      • Handling Stock Items in a Purchase Order
        • Creating Inventory Items Not Showing in the Lookup
        • Placing Orders from Purchase History
        • Choosing a Stock Item Variant
        • Changing an Item on a Purchase Order
        • Deleting an Item on a Purchase Order
      • Entering a Direct Expense
      • Adding Other Items to Purchase Orders
        • Entering Freight Charges
        • Entering Discounts
        • Entering Comments
      • Clearing or Deleting a Purchase Order
      • Printing a Purchase Order
    • Periodic Entry Tasks
      • Entering a Paid Out Purchase Order
      • Entering a Drop Ship Address
      • Viewing Vendor Information
      • Editing a Purchase Order
      • Auto-generating Orders Based on Inventory
    • Sending Email Alerts (Fund product only)
    • Troubleshooting: Entering Purchase Orders
  • Entering Requisitions
    • Selecting a Buyer
    • Creating Requisitions
    • Approving Requisitions
    • Editing Requisitions
    • Printing Requisitions
    • Sending Requisition Email Alerts
    • Troubleshooting: Entering Requisitions
  • Receiving Purchase Orders
    • Receiving a Purchase Order
      • Receiving an Entire Purchase Order
      • Receiving Part of a Purchase Order
      • Invoicing a Purchase Order
      • Tracking Landing Costs
      • Adding Items to an Existing Purchase Order
      • Receiving Serialized Items
      • Receiving Lot Numbered Items
    • Sending Email Alerts
    • Clearing Receiving Transactions
    • Printing Inventory Stock Labels
    • Troubleshooting: Receiving Purchase Orders
  • Purchase Order Management Tasks
    • Pre-Issuing Purchase Order Numbers
    • Entering Returns in Purchase Order
      • Returning Serialized Items
    • Creating a Recurring Purchase Order
      • Generating a Recurring Purchase Order
    • Reviewing Transactions
      • Printing the Receiving Edit Report
      • Printing the Purchasing Edit Report (Fund product only)
      • Printing the Receiving Report
      • Correcting Errors in Unposted Transactions
      • Correcting Errors in Posted Transactions
    • Posting Transactions
    • Purging Purchase Order History
    • Troubleshooting: Purchase Order Management Tasks
  • Working With Reports in Purchase Order
    • Reporting Overview
      • Denali Reports Available
        • Financial Statements
        • History Reports
        • Control Reports
      • Reporting Options in Denali
        • Options for Report Type
        • Standard Report Sort Options
        • Report Query Options
        • Using the Search Feature in Lookups
        • Selecting Dates from the Online Calendar
        • Working with Date Ranges
        • Filter Ranges and Filter Methods
    • Purchase Order Reports
      • Open Purchase Order Report
      • Requisition Report
      • Expected/Late Items Report
      • Vendor Performance Report
      • History Report
      • Recurring Purchase Order Report
      • Generating a List of Pre-issued Purchase Order Numbers
      • Printing Purchase Orders and Requisitions
    • Troubleshooting: Working with Reports in Purchase Order
  • Quick Access in Purchase Order
    • Shortcut Keys
      • Window Navigation: Purchasing
        • Purchasing Shortcuts
        • Right-Click Menu for Purchasing
      • Window Navigation: Receiving
        • Receiving Transactions
        • Right-Click Menu for Receiving
    • Quick Access Bar
      • Quick Access Options
      • Quick Access History
      • Quick Access Notes
      • Quick Access Picture

Purchase Order

Quick Access Picture