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Standing Orders have fields for Vendor and Cost. You can leave them blank as they are optional but in case you want to use the automated process, the information needs to be completed.
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Instructions
Follow these steps:
Modify Vendor and Cost Information
Go to Prebooks & SOs and select Standing Order Summary.
Search the order you are modifying.
Click on the arrow button in the Actions column.
Select Edit Vendors and Costs.
Enter the Vendor information.
Enter the Cost.
Click on Done.
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Even if the cost of a product in a SO can be left blank, the system will not generate a Purchase Order with that product. However, if the cost entered is $0.00 the system will include the SO product on the PO. |
Identify SOs that are missing Vendor or Costs
You can
easily identify which SO'stell which SOs are missing
vendorVendor or
costCost information
:Missing Vendor or Cost information. If the SO has a yellow warning on the "Comments" columns column, it means that the SO is missing the vendor and/or cost information for at least one line item.If
Complete information. All fields are complete if the SO has a green check mark on the "Comments" column, it means all of the fields were completedComments column.
Vendors with different currencies: When some of your Vendors have a different currency.
