Add Delivery Items not on the Purchase Order

This functionality is new as of version 4.0.

During the Receiving Process, if Inventory for a Product that was not on the Purchase Order was received, it can be added to the Delivery.

In order to have access to Add Delivery Items:

One of the following must apply:


To Add Delivery Items not on the Purchase Order:

  1. Navigate to the ‘Purchase Order Details’ screen → ‘Delivery’ tab.

    'Purchase Order Details' screen - 'Delivery' tab - Add a Product not on the Purchase Order
    'Purchase Order Details' screen → 'Delivery' tab → Add a Product not on the Purchase Order

     

  2. Click the ‘Add Product Not On Purchase Order’ icon next to the blank 'Product' drop-down field.

    1. The icon will change to the ‘+’ (plus) icon.

  3. Select a Product.

    1. Enter the 'Line' and 'Seq'; OR,

    2. Enter the 'Line' and/or 'Seq' to filter the 'Description' drop-down list.

    3. Enter the Product Name, Alternate ID, or Synonym, in the 'Description' drop-down list.

  4. Click on the '+' (Plus) icon to finish.