Change Inventory Item Order Status Window
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The Change Inventory Item Order Status Window is accessed from the Inventory Purchase Order Status Window by clicking on the Edit button to the right of the Purchase Order Stock Item Status Grid. This window provides numerous fields for recording and updating Purchase Order tracking information. To update tracking information for all Stock Items on the Inventory Purchase Order at once, click on the All button on the Inventory Purchase Order Status Window. This will open the Change All Window for the Purchase Order. This window is identical to the Change Inventory Order Status Window, except that all of the fields will be blank, allowing you to enter new dates and information and will record the information for all the Purchase Order Stock Items. Using the Change All Window is convenient when all the Stock Items on the Purchase Order are received simultaneously.
Expected Ship Date: This is the date that you expect merchandise to be shipped from the Vendor.
Received Date: The date that you actually receive the merchandise from the Vendor.
Quantity Received (Qty. Received): The quantity of the Stock Item actually delivered from the Vendor. The Quantity Received may differ from the original Ordered Quantity if a portion of the merchandise is back ordered. Note: The Quantity Received should reflect the total amount of merchandise received to date. For example, if 5 lamps were ordered and 2 lamps had been received, enter 2 as the Quantity Received. When the additional 3 lamps are delivered, the Quantity Received should be changed from 2 to 5.
Quantity Paid For (Qty. Paid For): The Quantity Paid For represents the amount of the merchandise for which you have actually paid the Vendor and is automatically recorded by Design Manager when the Vendor Invoice for the Stock Item is recorded.
Quantity Back Ordered (Qty. Back Ordered): The quantity of the product that is currently on back order from the Vendor.
Vendor Invoice Date: The date on the Vendor Invoice was recorded for the Stock Item. Again, this date will be displayed automatically and cannot be edited on this window.
Vendor Invoice Number (Vendor Invoice No.): The invoice number of the bill from the Vendor which will be recorded when the Vendor Invoice is entered in Design Manager. The Vendor Invoice Number cannot be edited on this window.
Status: You may use this field for entering any additional information for this Purchase Order Stock Item.
Two options will be available when using the Change All Window:
Receive All Items: Clicking this option will set the Received Date to the current system date, which can be changed, and will set the Received Quantity to the original Ordered Quantity for all Stock Items on the Inventory Purchase Order.
Clear Blank Fields: Selecting this option will cause Design Manager to delete the order tracking information for all Stock Items on the Purchase Order for any fields on the Change All Window that are blank or zero.
Click the OK button to record the information for the Stock Item or Stock Items if the Change All Window was being used. The updated information will now appear on the Purchase Order Stock Item Status Grid of the Inventory Purchase Order Status Window.
Notes on Receiving Inventory: When a Received Quantity for Stock Item is entered, Design Manager will automatically reduce the On Order Quantity for the Stock Item while simultaneously increasing the On Hand Quantity by the same amount. For more information on these quantities, see the Inventory Stock Item Window - Status / Adjustments Tab.