How to Edit a Direct Ship Purchase Order

2017-05-08 22:34

Preerquisite

A Direct Purchase Order Station must already exist. You should already have a Sales Order with Direct Ship Purchase Order created in Shipped Status.

Where to find a PO Direct Ship Receipt

  • Purchasing > Find > PO Receipt Detail

Where to edit a PO Direct Ship Receipt

  • Dock > Find > Sales Order Loads

Why & When to Edit a PO Direct Ship Receipt

Edit a Direct Ship Purchase Order when it must be modified or a substitution is needed after it has arrived at the customer site.

How to Edit a Direct Ship Purchase Order

  1. Find the purchse order or sales order item that requires editing.
  2. Purchasing > Find > PO Receipt Detail > "PO # you want to edit"
  3. Double-click the Purchase Order
    • Tip: Right click on the grid header and select Column Chooser to drag the Direct Ship column onto the grid. You can then sort or filter by this column.
  4. In this order, locate the load and document the load number. Save and Close.
  5. Go to Sales > Find > Sales Order Shipments. Double-click the load number from step 4.
  6. Identify the Direct Ship PO tags. Look for the tag numbers with a unique letter code to locate the correct tag. You may not edit inventory tags in this screen.
    • Tip: To identify the correct tags, add the Supplier or Source heading using the Column Chooser.
  7. Right click the product link if you need to unship all the tags OR edit the required details as needed.
    • If the tags are not yet shipped, it is better to create a new Sales Order Shipment rather than editing the existing one.
  8. Click Direct Ship.
  9. Save and Close.
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