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. Below are the steps for doing this.
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".
If you encounter any challenges or have any questions during these processes, you can contact our technical support team, which is ready to assist you.