POs - Ordered Tab

POs - Ordered Tab

Ordered Tab

Now that you have ordered your POs, they can be found under the Ordered tab. See screenshot below. 

This is where users with  PO Permission: Receive will be able to see all the ordered POs (or the POs assigned to their department if you have this setting turned on) that are now ready to be Received or Completed.



Here you can do a numer of things including: 
  1. Click Received to complete delivery of your goods/services for 2 way matching
  2. Leave notes and view activity history under "Activity > Notes / Activity"
  3. Email the Supplier 
  4. Trash the PO
  5. Click on Complete which will transition the PO to the next tab - "Completed"
  6. Attach any supporting documents via the Paperclip function
  7. Select the side arrow and expand/collapse to present/hide your PO image as required 
You will not be able to make any further edits or delete your PO at this stage, however you will be able to void the PO of record keeping purposes. 

Image of Purchase Order



When you have Panel 3 expanded, you will then have the standard Panel 3 options such as: 
  1. View full screen
  2. Download the document
  3. Pint the document
  4. Zoom in/our
  5. Rotate right/left
Don't forget you can customize the columns you are seeing in Panel 1 and the headers of the line item details in Panel 2 via the   settings.  

Email your suppliers

Click on the email icon in order to trigger the emailing of the PO to your supplier. 



You can customize the body of the text, mark as urgent (if their email settings allow for this) and enable received notifications from this pop up window. 

You also have the option to "Close and don't send" or "Send now"

Receive your goods/services for 2 way matching 

Lightyear POs will help you 2 way match your POs against your goods/services received at a line item level. This will be a massive time saver to help you accurately check against the goods delivered so you can confidently close out and complete your POs.



See this article for more information on how to receive your goods/services.

COMING SOON: You will also be able to set up 3 way matching when the bill arrives into your workflow. Watch this space!

Complete your order

The final stage in this tab is to "Complete" your PO and this will transition it to the Completed Tab. 



Once you have received your ordered goods and completed your order, you can move on to the final stage of the PO process - the  Completed Tab.


      

    Check out release notes for 2020



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