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For non-stock purchasing use Non-Stock Purchase Order

Sales Order at Risk Report

When Purchase Orders are Delayed - it is important to contact Wholesale Customers to modify their orders.

This report provides a

1. List of sales orders indicating the number of order lines that are at risk
2. The ability to open the product forecasting screen to view expected stock levels including inbound purchase orders

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Purchase Order Flow

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If supplier has "Allow PO Partial Invoice" ticked then the PO will only become closed and invoiced once all lines have been invoiced.

PO Deposit overpayment:

When creating an invoice for a Purchase Order,

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Creditor - view of deposits

1. Creditor > Supplier Deposits

PO Deposit - convert to a credit note

1. Creditor Prompt Payment form

1. if sub type id Order Deposit and deposit is not linked to an invoice:

2. If deposit is linked to a PO then the link must be cleared before the deposit can be cleared.

3. If not linked to a PO then show an option to convert the PO deposit to a creditor credit note.

4. If selected then open a creditor credit note with fields pre-filled.

5. User must Save.

6. Deposit will be reversed when credit note is saved.

Creditor Credit Note - ability to convert to a supplier deposit

1. Creditor Credit Note, Action menu:

1. If credit note has allocations then show a message to remove the allocations before converting to a PO deposit.

2. If no allocations then show an option to convert credit note to a PO deposit.

3. If selected, open a PO deposit form with fields pre-filled.

4. User must link to a PO and Save.

   1. Order must be a purchase order, not cancelled, closed or invoiced.

5. Credit note will be reversed when PO deposit is saved.

PO Deposit - convert to a credit note

1. Creditor Prompt Payment form

1. if sub type id Order Deposit and deposit is not linked to an invoice:

2. If deposit is linked to a PO then the link must be cleared before the deposit can be cleared.

3. If not linked to a PO then show an option to convert the PO deposit to a creditor credit note.

4. If selected then open a creditor credit note with fields pre-filled.

5. User must Save.

6. Deposit will be reversed when credit note is saved.

PO and Sales Order Deposits can be reversed

1. Allow debtor and creditor prompt payments to be reversed.

   1. Reverse Creates a general journal.

2. When reversing a foreign currency journal ensure that the foreign currency amount is allocated between the journals

Simple landed costing - after items received into warehouse

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