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Andres Toledo

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Overview


Excerpt

In some scenarios you , a company may want to allow certain vendors to have the ability to create their own shipments. enter purchase orders on their behalf in order to optimize their procurement users time.

In order to do this the , vendors will have to create a Purchase Order for themselves createpurchase orders with the items that they're going to shipwill be shipped. As soon as the PO is purchase order is created, the system will automatically approve it so that the vendor can view the products under the "Confirm POs" page and follow the normal procedure to confirm and ship itemsconfirm it.


Instructions

In order to enable enable the "Purchase Order creation" for your vendors you need to , follow these steps:

  1. Go to "Setup" tab in the main menu and choose "Vendors".         

     2.  Select the "Vendor" and click on "edit" on the right hand side under the column "Actions".

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           3.  Go to the tab "Options" check the box "Allow create POs" and click "Save".

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Ui steps
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Ui step

Go to the Setup > Vendors.


Ui step

User filters to "Search" for the vendor and under the "Actions" column, click on "Edit". 


Ui step

 The "Vendor Information" window will pop up, then go to the "Options" tab and check the box "Allow creating POs", click on "Save". 


Info

Once the vendor has this option activated, they will be able to create purchase orders.



Ui step

To create a purchase order, go to Purchase Order > Purchase Order Summary > Create New Order and click on the green button New PO. 

Info

Once the PO is created and its Status is Confirmed, the vendor will be able to add the PO to an AWB (or automatically added to a temporary AWB).

  • For more information regarding temporary AWBs, please read .


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  • When the created PO by a vendor is automatically added to an AWB, a color icon will appear in the PO reconciliation screen informing that the PO was created by a vendor.

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