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.
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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. |
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.
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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: