Posting Legacy Purchase Orders

Post Purchase Order entry accommodates a manual order entry system where orders are first logged on paper documents and might be taken through the shipping process before the transaction is logged in the computer. Often, when a company first begins using Eclipse, they use Post Purchase Order Entry for the transitional orders, but it can be used in other circumstances as needed.

For example, a sales person may be out a customer site and take an order. He logs the order on his hand-held portable device, but is not connected to the warehouse at that time. He can begin the process via phone, then return to the office and enter the purchase order information.

The Post Purchase Order Entry program gives you the opportunity to enter a batch number upon program entry. Many of the monitoring, processing, and printing programs described in the order flow of Purchase Order Entry give you the opportunity to select orders by batch number. Batch numbers are retained and modified at the individual order level.

To use Post Purchase Order Entry:

  1. From the Purch menu, select Post Purchase Order Entry to display the Post Purchase Order Entry screen.

  2. At the prompt, enter the batch ID for the purchase order you are entering.

  3. In the Ship From field, enter the vendor name and select New at the prompt.

  4. In the PO# field, enter the P/O number and press Enter.

Note: This should be a purchase order number that has been assigned to the branch on the Pre-Assigned Order ID Maintenance screen. A system administrator can limit the order IDs used, if necessary, by using the Restrict Post OE IDs To Pre-Assigned IDs control maintenance record.

You can also enter an alphanumeric number that begins with three alpha characters, such as SMB12345, if needed.

  1. In the ReqrDate field, enter the date the product is needed.

  2. In the Qty and Description fields, enter the product you need on the order. Press F10 for a list of available products.

  3. Use the hot keys as necessary. These are on the normal Purchase Order Entry screen.

  4. Press Esc to save and exit the Purchase Order Entry screen.

  5. In the Freight field, enter freight charge requirements. Press F10 for a list of available charge options.

  6. Press Esc to save and display the Status screen.

  7. Verify the status screen and press Esc again to commit the order, exit the screen, and return to a blank Purchase Order Entry screen.

See Also:

Creating Purchase Orders

Purchase Orders Overview