To fill in the minimum required fields, follow these steps: 

  • Create purchase quote

1.    On the Navigation pane, click Purchase & Payable -> Purchase Quote -> New.

                            OR

            In the Search Panel Search “Purchase quote” & select related link.

2.    Vendor No: Click drop-down arrow in Vendor No. field, select JWVEND001.

Notice that other fields in general FastTab will be automatically field from Vendors card, you can change data in this field, this will not affect master card page.


 

 

3.    Move on the 1st line on the lines fast.

4.    In the Type field, select Item.

5.    In the Item No. field select BE1256-1.

6.    In Location field, select House.

7.    In the pieces field, enter 100.

 



8.    The purchase quote is now ready, to print quote click Print/ Send ->  Print.

9.    The form will appear, click either print or preview.


                            Fig: Purchase quote print preview

 

10.    Press ESC to close the purchase quote.

A quote can remain in the database for an indefinite time before you convert it to an order. This is useful when vendor need time to review a quote that is sent to them.

 

  • Convert the Quote to a Purchase Order

Vendor has accepted the terms quickly, and you must now create a Purchase order.

Steps:

1.    Open Purchase quote no. PQ-00018 again.

2.    In header section click Process -> Make Order.

3.    You receive a message that asks if you want to convert the quote to an order. Click Yes.

4.    You receive a message that shows which purchase order number is created from the purchase quote.  



  • Process Purchase Quote

After the purchase quote is converted to a purchase order, you can process the shipments and sales invoices.

1.    In the Navigation Pane click Sales & Marketing -> Sales Order.

2.    Locate purchase order no. PO-000171.

3.    Expand the General FastTab. Notice that the purchase quote header information is transferred from the quote.

4.    Move on the 1st line of lines FastTab, The Qty. to receive and Qty. to Invoice fields both show an amount of 100.

[Note: You can edit this values.]

5.    In the Vendor Invoice No. field enter VI0171.




 

6.    On the header click Posting -> Post

7.    The posting request form appears showing the default option, Receive & Invoice. Click Ok. 

8.    The purchase order is now closed. & it is removed from the purchase order list.