PO Quick Access (right-click) menu in the PO module

Select this menu option

To do this

Insert Line Item

Insert a blank line item above the selected line item.  

Benefit: Insert a line-item anywhere in the invoice.

Insert Note

Insert a blank note above the selected item.

Benefit: Insert a note anywhere in the invoice.

Delete Line Item

Delete the selected line item.

Benefit: With this menu option, you have a third way to delete a line item. You can also click F3 Delete Item on the bottom ribbon of the module.

Add Precision

Add a more precise line item quantity (up to four decimal places) and price (up to six decimal places) in the Add Precision window.

Benefit: Provides high precision values for items that do not come in whole quantities, such as grains, seed, and wire. In the Add Precision window, you can enter changes to Quantity and Price. When you do so, the calculated real-time Extension value will appear.

Dropship

Adds the dropship location to the top of the purchase order. Then provides the dropship location on the top of the invoice.

Benefit: Vendors were not reading the “drop-ship:” address in the body of the invoice, instead they only saw the “ship-to:” address in the header of the PO. Now, in the Ship To field of the invoice, a note is given to See PO details for dropship instructions. With this, the dropship address is shown at the top of the invoice. 

Select this menu option

To do this

Update PO Order Quantity and Cost

Update quantity and cost without receiving any items in the Update Purchase Order window.

Important: This option is not available for Closed POs.

Purpose: To permanently edit a PO in order to resend to the supplier an updated quantity needed and to match the current costs of items.

Copy and Paste

You can copy and paste editable information.

Benefit: Cut and paste notes or other editable values within the invoice.

Note: You can press Ctrl + C then Ctrl + V instead of selecting Copy and Paste.

Add Serial #

Opens the Add/Remove Serial Numbers window so you can record the serial numbers for received items.

Find Next Serial # Warning

Moves to the next PO item that needs serial numbers.