When the inventory costs you receive from vendors change frequently it is important that your Purchase Order costs are confirmed before receiving them into The Business Edge. The Business Edge has the ability to reverse a Purchase Order receipt but the process can get very complicated once the received item has been shipped on an Order or used in a process. The best practice is to confirm the Costs with your Vendor before receiving Purchase Orders.
On the final screen of a Purchase Order there is a button under Options – Change Confirmed Status. This will mark the Purchase Order as confirmed along with the User, date and time it was confirmed. If you click on it a second time it will offer to clear the confirmed status
As Confirmations are received from Vendors any changes indicated should be made to the Purchase Order and marked as confirmed. If there are many changes on a particular Purchase Order, the Purchase Order Quick Edit feature would be the fastest way to update quantities, costs and promise dates.
At any time the Open P.O. Not Confirmed report can be viewed to show all Open Purchase Orders that have not been confirmed. This can be used to follow up with your Vendors. This report is interactive as you can drill into the Purchase Order detail as well as mark the Purchase Order as confirmed from directly within the report. As the Purchase Orders are marked as Confirmed they will disappear from the report.
The Open P.O. Not Confirmed List is located in the following menu –
Purchase Order System
Purchase Order Reports
Open P.O. Reports
Open P.O. Not Confirmed List.