invent!ory ULTRA Help						Index
Editing And Deleting POs
			If you make an error adding a PO, you can either edit or delete it.
PO Finder: Use the PO Finder list box at the top of the form to fetch the PO you want to edit.					ß Click the Down Arrow to display and select the POs Note: You may also fetch a PO to edit using the data control to scroll forward and backward through all POs.
Editing a PO You may edit the following PO data: PO Number and PO Date: Edit these fields directly. Changes are automatically save Terms, PO, Ship Date, Ship Via: Edit these fields directly. Changes are automatically save		Vendor: Select a new Vendor from the Drop-down list box.		Bill/Ship: Select a new Bill/Ship record from the Drop-down list box. PO Lines in the Grid: This process involves several steps discussed below.
Editing PO Lines in the Grid: u Select the grid row to edit. Here, we wish to edit "Savings Deposit-2002-16." Note the two boxes in leftmost two rows—296 and 300. They show that 296 units have been received and 300 were ordered. We are going to correct the 300 to 296.
v Click the "Edit PO Line" button. Notice how the Saving Deposits order is removed from the PO Grid and placed in the Order line. w Change Quantity to 296 and then click "Add PO Line" button (right).
x The corrected transaction is returned to the grid, and the Grand Total has decreased to $542.54. y Click "Save" to post these changes.
Delete an Existing PO Line and Add a New Order Line Suppose you wanted to get rid of the Saving Deposits you ordered and add a new item? u Delete the item. Select the grid row and click "Delete PO Line." You will be prompted to delete or cancel it.
v Fetching a supply item into a PO Line. There are three ways to fetch the item you wish to order: Fetching by Serial Number List box: 1. Click the item in the yellow Item listbox or … 2. Fetch the item by serial number from that listbox. or . . . 3. Find the item by Keyword Search Fetching by Keyword Search box: Enter a few characters that you know are in the item name and hit [Enter] or click “Keyword Search” button. For example, this keyword search (left) will find all items with the letters “Pap” contained anywhere within the Item Name.
Note: If the checkbox inside the “Keyword Search” button is checked, then only items beginning with "PAP" will be displayed
Adding A PO Line — Non-stocked Items Suppose you want to order something that you don't carry in stock. How can you just "type in" the order to the PO Grid? It's simple. As shown below, just enter the Quantity"(10), Serial Number (F909/91), the Lot (Case), and the Price (12.95) and type the description [Evian Bottled Water…] in the Item field. . Click "Add to Batch" to add the PO non-stock line (below). The Evian Bottled Water line is added to the bottom of PO Grid (left). Adding A Text-Only PO Line Suppose you don't want to order anything but still want to show additional information about the order line to stress a detail to the vendor. For example, (below) we want to stress that the Evian water to be ordered is “Red label Prem. No Domestic substitutes.” A Text-Only PO Line is the way to do this. Type in your text (40 chars max) in the box (below). Click "Add Text-Only PO Line" button. Note: Notice the quantities are all zero for "Red Label Premium (above).
Deleting the Entire PO Suppose you mess up a PO so badly that it would be easier just to delete it and then add it again. Just click the button and . . .it's gone.
Copyright 2009, Koehler Software, Inc.