Saving the Notes Payable Related to a Purchase Order
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When creating a purchase order for a supplier without saving the related notes payable immediately, it is advisable to link the notes payable later to ensure proper document sequence.
Saving the Notes Payable Related to a Purchase Order
Note: Make sure that purchase order approvals are completed first.
"Edara" offers two methods to save the notes payable linked to purchase orders:
1- From the Purchase Approvals Page
- Go to the Purchase module.
- Open the "Purchase Approvals" page.
- Click on the "NP" related to the required purchase order (This will take you to the Notes Payable page).
- Click on "Save".
Note: If the Receive supplies linked to the sales order are saved, the purchase order won't appear on the purchase approvals page, and you will need to follow Method 2.
2- From the Accounting Module
- Go to the Accounting module.
- Open the "Notes Payable".
- Click on "Proposed Orders".
- Select the warehouse, then press “→”.
Note: If the purchase order was created from a purchase store, enable the setting for it.
- Search for the purchase order using the order code, supplier name, or date.
- Select the required purchase order.
Note: You can change the notes payable’s date, and currency, and assign a responsible.
- Click on "Save".
Frequently asked questions
Why doesn't the purchase order appear on the Purchase Approvals page?
If the Receive supplies linked to the sales order are saved, the purchase order won't appear on the purchase approvals page, and you will need to follow Method 2.
Can I change the date and currency of the notes payable linked to a purchase order?
You can change the notes payable’s date, and currency, and assign a responsible.
If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.