Purchase Memo Order

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

1.    On navigation pane click Purchase & payables -> Purchase Memo Orders -> New.

2.    No. field: Press ENTER to automatically insert Purchase memo order number in the No. field. 

3.    In the Buy from Vendor No. field, click drop-down arrow & Select Vendor No. JWVEND003.

[Note: Notice that some fields on the header are now populated with the information that you entered on the vendor card. However, you can change them on the order document 

Changes that you make in documents do not affect the default settings in the master data record, which in this case is the vendor card.]


                                Figure: General FastTab of purchase memo card PM00004

 

4.    Enter Vendor Invoice No.

5.    Move on the 1st line of lines tab.

6.    In the Type field, select Item.

7.    In the No. field select DP002 (Diamond cage pendnt).Notice that other information like description, weight are automatically updated from item card.

8.    In Pieces field enter 2.

 

 

                                                           Figure: Lines FastTab 

 

 

 

9.    Press “ESC” to save & close the page.

 

You do not have to fill in the remaining FastTab and fields now. 

 

10.    Again open Purchase memo card. To post the Purchase memo click Actions -> Posting -> Post.

11.    The posting request form appears with default option receive, click OK.


 

12.    Notice that quantity on memo is now updated.

13.    Memo status is now released.


 

14.    To Return memo pieces, reopen the Purchase memo.

15.    To reopen Purchase memo click Actions -> release -> Reopen.

[Note: If memo order status is released, we cannot edit the memo. To make any changes in memo order the memo order must be open]

 

16.     In memo pieces to return field enter 1.


 

17.    Now Post the memo, select Actions -> Posting -> Post.

18.    The posting request form appears with default option receive, select return & click OK.

19.    Notice that memo quantity returned is now updated to 1.

20.    To Invoice memo, reopen the Purchase memo.

21.    In Pieces to invoice, enter 1.


 


22.    Click Actions -> Posting -> Post.

23.    The posting request form appears with default option receive, select Invoice & click OK.

24.    Notice that the Purchase memo order is now deleted from Purchase memo order list.