System allows users to create Supplier Bill by importing Purchase Order.
Go to Purchasing (Menu) > Supplier Bill (Sidebar Menu) -> Trade (Sub Menu)
Supplier Bill Page with some default values will be displayed in MAIN tab.
Label ending with an asterisk * indicates that the field is mandatory.
To create new Trade Supplier Bill by importing a Purchase Order:
Search for a supplier by clicking the magnifying glass next to Supplier input field. You may enter any value to filter the search or just leave it blank to search all. Then click the search button on the right side. This action will prompt the system to initiate the search process.
After clicking the search button, all results are displayed below the Supplier ID search criteria.
Select from search results. The supplier search page will be automatically closed and notice that some information (e.g. Contact Person 1, Currency and Exchange Rate) from the supplier will be inherited into the supplier bill.
Click Import link located at the upper right corner and notice the Import From dropdown is defaulted to Purchase Order.
Click on search icon next to ID input text box. Purchase Order Search Page will be displayed. Import From is defaulted to Purchase Order and Supplier and Currency are also defaulted based on the selected record.
User must enter the desired date range in the "Created From" and "To" fields and then click the search button on the right side. This action will prompt the system to initiate the search process.
After clicking the search button, all results are displayed below the Purchase Order ID search criteria.
User can select which purchase order transactions they want to import into the supplier bill. Upon clicking, the purchase order search page will be automatically closed, and the stock purchase order ID is defaulted to the import dialogue.
User can choose to either proceed with or cancel the importation of the purchase order into the supplier bill. If the user wants to cancel the importation, he can click the CANCEL button located in the lower right corner.
If the user wishes to proceed, he can click the OK button located in the lower right corner.
After clicking the OK button, the purchase order import window will close and the item information (Product, Quantity, UOM and etc) from the purchase order will be inherited into the supplier bill.
User can provide other optional details and click Save to create new record in Draft state.
