I created a Purchase Order with only Expenses not Item. Selected the account and amount and saved it. Now I billed the Purchase Order with partial amount. For e.g. Purchase order is created with amount of 1000 and billed only 400. But the status for the Purchase Order shows as Fully Billed not Pending. Solution:… Continue reading Purchase Order status with Partial amount Billed
Tag: purchase_order
IQmetrix API Guide for Purchase Order (PO) Creation: Process, Payload Structure, and Troubleshooting
1. Overview The IQmetrix Vendor Inventory API supports the creation of Purchase Orders (POs) through a structured JSON payload. This guide outlines the key requirements, step-by-step process, and common issues encountered during PO creation using the IQmetrix API. 2. Requirements for Purchase Order Creation To create a Purchase Order, the following prerequisites and fields are… Continue reading IQmetrix API Guide for Purchase Order (PO) Creation: Process, Payload Structure, and Troubleshooting
Ship To address for Purchase Order Forms.
1. Using an Administrator role, navigate to Customization > Forms > Transaction Forms > Customize the Standard Purchase Order form. OR: navigate to Transactions > Purchases/Vendors > Enter Purchase Order > hover to Customize (top right corner) > click Customize Form. 2. Under the Tabs tab > make sure that the Shipping is marked to… Continue reading Ship To address for Purchase Order Forms.
PROPOSAL FOR UPDATING THE AUTOMATIC PURCHASE ORDER CREATION FUNCTIONALITY BASED ON THE ITEM’S PREFERRED VENDORS.
Proposal summary This proposal addresses the creation of automated purchase orders from sales orders based on the preferred vendor for the corresponding items. Requirement Change the CREATE PO to create POs based on preferred vendor instead of just ZT RMB vendor by default. So if SO has items for 3 different preferred vendors, it will… Continue reading PROPOSAL FOR UPDATING THE AUTOMATIC PURCHASE ORDER CREATION FUNCTIONALITY BASED ON THE ITEM’S PREFERRED VENDORS.