Jim2® Business Engine Help File

PO tab will bring up the Comment and stock grids where users record their relevant comments to the purchase order record, and record stock to be supplied by the vendor. When opening any purchase order, this is the active tab.

Expenses tab (on purchase orders only) will show any expenses applied to this purchase order at the rate for the stock line selected. See Link Expenses to Purchase Order for more detailed information.

If editing, Cancel will ignore all changes made and leave the order in view mode. If adding, Cancel will attempt to abort adding this order and pop a warning to screen asking if cancelling is correct. The next order added will be allocated the same unique order number if it is still available. Because other users may be adding purchase or expense orders at the same time this order was created, the sequence of order numbers may be interrupted by a Cancel. In this instance, it is an automated feature of Jim2 to create an empty purchase or expense order with the status of Cancel.

All edits represent a change to the information in the purchase or expense order form. By selecting Save, all changes made in that session of editing the order will be saved and the order will remain in the Nav Tree.

By selecting Save & Close, all changes made in that session of editing the order will be saved, and the order itself will be closed from view and from the Nav Tree.

By selecting Edit, make changes on the purchase or expense order form.

By selecting Close ,the current purchase or expense order form will close and be removed from the Nav Tree.

This feature allows creating of purchase orders with duplicate information on certain fields from the order that is currently on screen.

How to

Add a Document to a Purchase/Expense Order

Add a Negative Expense Order

Add a Purchase Order

Add an Amount to a PO when Finished at $0

Add an Expense Order

Add Comments to a Purchase Order

Add Freight to a Purchase Order

Add Purchase Back order

Add Stock to a Purchase Order

Add Vendor Discount

Auto Create a Purchase Order

Create a PO from a Similar or Previous PO

Create a PO Template

Create a purchase order list

Employee Reimbursements

Enter Serial Numbers

Expense Order Stock Grid

Fix Incorrect Pricing after PO on Finished Status

How does Cost of Goods work

Link Expenses to a Purchase Order

Link a Job to a Purchase Order

Manufacturing Purchase Orders

Opening Balance Purchase Order

Print a Purchase/Expense Order

Progress Payments on Purchase Orders

Purchase an Asset Under Finance

Purchase Consignment Stock

Purchase List Header

Purchase Order list

Purchase Order Reports

Purchase Order Stock Grid

Receive Consignment Stock

Receive Stock

Record One Invoice number on Multiple Purchase Orders

Record Overseas Purchases, GST and Import Costs

Return to Vendor

Round up Supplier Invoices

Scan Stock into Purchase Orders

Staff Purchases

Unprint Purchase/Expense

View or Edit a Purchase/Expense