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Jim2® Business Engine Help File

Navigation: Jim2 Functions > Purchases and Expenses

View or Edit a Purchase/Expense

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view purchase1

1.View or Edit a Purchase Order by either:

Clicking on the View/Edit Purchase icon in the ribbon, or

Right clicking on Purchases in the Nav Tree and selecting View/Edit Purchase.

Tip

If you don't know the unique purchase order number, you can use the search features of the Purchase List in Jim2 to find the Purchase. To open the Purchase in View Mode you can simply double click the Purchase you want to view/edit from the resulting list, and to Edit that Purchase, click Edit at the bottom of the Purchase form. Or you can highlight the PO in the list and click either View or Edit at the bottom of the list. it does not keep an On Hand Qty or value.

view edit PO

2.A screen will appear and you can enter the Purchase number. Click either View or Edit, depending on what function you want to perform.

 

Info

Clicking Cancel will not cancel the Purchase Order selected – it will only cancel your choice to view or edit that Purchase Order. If you want to cancel a Purchase Order, you will need to be actively editing that Purchase Order and apply the status of Cancel. Jim2 will time/date/initial stamp the cancellation, log the history of the cancellation and lock the Purchase Order from further edit. It will now only be available to view.

 

While in View mode you can click Edit to make any changes. You are able to View both active and finished Purchase Orders. You cannot Edit Purchase Orders with a Status of Finish unless you have Unprinted the Purchase Order.

 

Further information:

Purchases Security

Expenses at a Glance

Purchases at a Glance

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 Purchase Back order

Add Stock to a Purchase Order

Auto Create a Purchase Order

Create a PO from a Similar or Previous PO

Create a Purchase Order List

Debtors Purchase Orders

Employee Reimbursements

 

 

Enter Serial Numbers

Expense Order Stock Grid

Expenses Tab on POs

Fix Incorrect Pricing after PO on Finished Status

How does Cost of Goods work

Link Expenses to a Purchase Order

Manufacturing Purchase Orders

Opening Balance Purchase Order

Print a Purchase/Expense Order

Purchase an Asset Under Finance

Purchase Consignment Stock

Purchase List Header

Purchase Order List

Purchase Order Reports

Purchase Order Stock Grid

 

Purchase/Expense Comment Grid

Purchase/Expense Order Footer

Purchase/Expense Order Header

Purchases/Expenses Status

Purchases/Expenses Tabs

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

Unprint Purchase/Expense