POs - Ordered Tab

POs - Ordered Tab

Ordered Tab

Now that you have ordered your POs, they can be found under the Ordered tab. Check out this video to run you through navigating the Ordered Tab, Receiving Goods and PO <> Bill Matching or read on below to guide you through the Ordered Tab.
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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 number 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. Void 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 
  8. Copy the PO and enter the information into a new PO
You will not be able to make any further edits or delete your PO at this stage, unless you have the "Edit After , 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. 

Up to 10 emails can be entered in the CC: field, once you have entered one, click the enter key on your keyboard to enter another one 

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.

NOTE: click here to learn how 3-way matching works!

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.


      

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