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Jim2® Business Engine Help File

The following tabs within a Purchase Order form access the following relevant information for that purchase order:        

 

po v expenses


PO tab: this 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 v po


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

 

The following features are located as buttons within a purchase or expense order form.

 

Button - Cancel


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. 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.

Button - Save


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

Button - Save & Close


All edits represent a change to the information in the purchase or expense order form. By clicking 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.

Button - Edit (Plain)


By clicking Edit you are now able to make changes on the purchase or expense order form. All changes made in that session of editing will not be saved until you click Save or Save & Close.

 

Button - Close


By clicking Close you will close the current purchase or expense order form.

 

Button - Create Similar


This feature allows you to create purchase orders with duplicate information on certain fields from similar purchase or expense orders.

 

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

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

View or Edit a Purchase/Expense