Troubleshooting: Setting Up the Purchase Order Module

PurchaseOrderGuide > Purchase Order > Setting Up the Purchase Order Module > Troubleshooting: Setting Up the Purchase Order Module

At times, problems or errors can occur that are simple to fix without contacting Customer Support. Here, we indicate some common problems and ways to correct them. If you do not find what you are looking for in this topic, refer to the help options in the Denali Help topic and/or check the Documentation section of our Customer Service Center before you contact Customer Support. If you would like to offer suggestions for additions to our Troubleshooting topic, please email us at documentation@cougarmtn.com.

To Fix This:	Try This:
I have preprinted purchase orders that I want to continue to use, but they do not match Denali’s entry window.	You can modify many of the fields in the purchasing and receiving windows. This includes disabling fields for editing, changing the field label, or removing the field completely from the window. To do this, either select Options > Customize Purchasing and Receiving Windows from the navigation pane or select the Options slide-out menu > Set Up Purchasing/Receiving Layout button from within the entry window.
I am unable to generate recurring purchase orders that I know my co-worker created.	You might not have rights to generate other buyers’ orders. You can verify this by selecting Options > Set Up Buyer Security from the navigation pane. On the General Options tab, verify that the Generate only my recurring purchase orders check box is unchecked. If it isn’t, check with your manager or if authorized, uncheck it and continue with your task.

To Fix This:

Try This:

I have preprinted purchase orders that I want to continue to use, but they do not match Denali’s entry window.

You can modify many of the fields in the purchasing and receiving windows. This includes disabling fields for editing, changing the field label, or removing the field completely from the window.

To do this, either select Options > Customize Purchasing and Receiving Windows from the navigation pane or select the Options slide-out menu > Set Up Purchasing/Receiving Layout button from within the entry window.

I am unable to generate recurring purchase orders that I know my co-worker created.

You might not have rights to generate other buyers’ orders. You can verify this by selecting Options > Set Up Buyer Security from the navigation pane. On the General Options tab, verify that the Generate only my recurring purchase orders check box is unchecked. If it isn’t, check with your manager or if authorized, uncheck it and continue with your task.

Published date: 02/08/2021