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More actions on purchase orders

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Bulk edit on line items #

The Expected delivery date field of all lines on a purchase order can be changed at once with the Bulk edit button.

  1. From the menu on the left, choose Purchases -> Purchase orders.
  2. In the list, click the purchase order you want. The information from this order form will appear on the screen.
  3. Click Edit in the top right.
  4. Select the desired line items, and then click Bulk edit at the top of the list.
  5. Enter the new value, and then click Save.
  6. To save the changes to the sales order, click Save in the top right.

 

Mark as received #

It is possible to indicate that a purchase order has been received without creating a goods receipt in ALIX. Once a line item is marked as received, the associated inventory is deleted and it is no longer possible to add it to a goods receipt.

  1. In the menu on the left, choose Purchases -> Purchase orders.
  2. Click on the desired purchase order. The information for this order will appear on the screen.
  3. Select the desired line items, click More Actions, and then Mark as received.

 

Mark as billed #

It is possible to indicate that a purchase order has been billed without creating a bill in ALIX. Once a line item is marked as billed, it is no longer possible to add it to a bill.

  1. In the menu on the left, choose Purchases -> Purchase orders.
  2. Click on the desired purchase order. The information for this order will appear on the screen.
  3. Select the desired line items, click More Actions, and then Mark as billed.

 

Split a purchase order line item #

It is possible to split a line item of a purchase order to easily manage partial deliveries, procurements, and invoicing. The order must be in the Issued status in order to split a line.

  1. From the menu on the left, choose Purchases -> Purchase Orders.
  2. From the list, choose the desired purchase order. Its information appears on the screen.
  3. Select the item you want, then click Split.
  4. Choose the quantity to divide.
  5. Organize the measure in each new row, and then click Save.
  6. The new lines appear in the order.
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