Question

I am trying to keep track of dates that purchases should arrive. Normally I will create a PO and once I get the confirmation I will record it. Is there a way for SC to do this? I have tried to go back into the PO and alter the dates but it won't let me.

David

Answer

David,

Yes, there is a whole little system to handle this... In the "Purchases" menu, select the "Receive Purchase Orders" option. This puts up a form that prompts for a purchase order.

Select a purchase order. The PO items will be listed in the grid. Aside from the columns displaying the PO information that you entered when you created the PO, the grid has the following columns:

• Received. Check this box when all of the materials ordered have been received. If less than the total ordered has been received, leave this un-checked, but enter the quantity received in the "Qty Received" column.
• Qty Received. Enter the quantity received, even if it's less than the quantity ordered.
• ETA. (Estimated Time of Arrival) Enter the date that you expect to received the ordered item. You can enter a different date for each item.
• Date Received. When you check the "Received" box, this will be set to the current date. - Journal Notes. Same as Journal Notes in the Edit Estimate form.
• Item Notes. Same as Item Notes in the Edit Estimate form.

You can use this form to enter the dates that you expect items to be received, and to enter the quantity of materials received as they are received. Then, select the "Print Purchase Order Status" option in the "Purchases" menu to view the received status of each item and PO as you enter the PO receipts information.

The "Print Purchase Order Status" report will let you know when everything has been received for a job (or when to expect it).

Please let me know if you have any questions... Thanks!