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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 |
Instructions
Follow these steps:.
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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
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The Standing Order Details window will pop-up, enter the "Vendor", set the "Cost" and click on Done.
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. |
You can easily identify which SO's are missing vendor or cost information:
Identify SOs that are missing Vendor or Costs
You can tell which SOs are missing Vendor or Cost information
Missing Vendor or Cost information. If the SO has a yellow warning on the
Comments
column, it
is missing the vendor and/or cost information for at least one line item.
Complete information. All fields are complete if the SO has a green check mark on the
Comments column.
Vendors with different currencies: When some of your Vendors have a different currency.
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