Purchase Order - Vendor Bill Dashboard

How to Access

Purchase -> Orders -> Purchase Awaiting Bills

Main Screen

Deliver To: The store Location where Purchase Order is set up to be delivered
Last Receipt Date: The most recent date when receiving was recorded for the Purchase Order in the picking
Order Reference: The Purchase Order number
Order Date: The date when the Purchase Order was created
Vendor: The name of the vendor from whom the goods are purchased
Purchase Representative: The name of the purchaser responsible for the Purchase Order
Total: The total amount of the Purchase Order
Bills: Any Bills associated with the Purchase Order
Receptions: A list of transfer numbers associated with the receipt of goods
Billing Status: The current status of invoicing for the Purchase Order
- Nothing to Bill - No receiving has been processed
- Waiting Bills - Receiving has been processed, but no invoice has been created
- Fully Billed - Receiving has been processed and an invoice has been created

Helpful Tips

Group By

Different Options to Group By:
Example: Setting Last Receipt Date as 'Weekly' and Select Warehouse results:

This view allows the user to see Purchase Orders that are missing invoices, organized by store and grouped by week number

Clicking on the specific record

Clicking on a record will redirect the user to the detailed view of the associated Purchase Order

Training

1. Access the Purchase Dashboard:
   • Open your application and navigate to the Purchase Dashboard
   
2. View Purchase Orders:
   • The dashboard displays Purchase Orders missing invoices
   • Try to group orders by week number and organized by store location
   
3. Understanding the Dashboard Fields:
   • Deliver To: Store location for delivery
   • Last Receipt Date: Most recent date when receiving was recorded
   • Order Reference: Purchase Order number
   • Order Date: Date when the Purchase Order was created
   • Vendor: Name of the vendor
   • Purchase Representative: Name of the purchaser who created the order
   • Total: Total amount of the Purchase Order
   • Bills: Any bills attached to the Purchase Order
   • Receptions: List of transfer numbers associated with the receiving
   • Billing Status: Status of invoicing (Nothing to Bill, Waiting Bills, Fully Billed)
   
4. Clicking on a Record:
   • To view details of a specific Purchase Order, click on the record
   • This will redirect you to the associated Purchase Order
   
5. Review Purchase Order Details:
   • In the detailed view, you can see all relevant information and actions related to the Purchase Order including any receiving records and any associated invoices
   
6. Confirm Findings with the Related Store
   • Confirm that receiving has been processed, but the invoice has not yet been scanned