Managing Purchase Orders

Delete a Purchase Order
A purchase order can be deleted if it is in any of the editable statuses (Purchase Requisition [PR], Pending Approval [PA]. HOW IT WORKS STEP 1: Selec...
Mon, 13 Jun, 2022 at 9:49 AM
Can I see my committed costs in Beanworks?
To See Committed Costs in Beanworks   Go to the Committed tab of the PO module and look at the remaining column. If you don't see this column: 1...
Mon, 13 Jun, 2022 at 9:49 AM
Can I choose the columns and column order of POs in Beanworks?
Please see our support article here on customizing columns in your view/reports.
Mon, 13 Jun, 2022 at 9:49 AM
Are comments on POs allowed to be changed or edited?
Once a comment is made on a PO, it cannot be changed or edited. You can however add another comment and it will be placed in chronological order with a time...
Mon, 13 Jun, 2022 at 9:49 AM
How do I retrieve a deleted Invoice or PO?
In Beanworks, if you delete an Invoice or PO, the Invoices or PO's will be given a status of 'Deleted'. Deleted Invoices/PO's will ...
Mon, 13 Jun, 2022 at 9:50 AM
Reopen a closed purchase order
A closed purchase order can be opened by going into the details of the purchase order. PRE-REQUISITES The purchase order needs to be closed [CL]. ...
Mon, 13 Jun, 2022 at 9:50 AM
Close a purchase order
You can close a purchase order in Beanworks after it has been partially or fully matched to a single or multiple invoices. A purchase order can be closed wi...
Mon, 13 Jun, 2022 at 9:50 AM
Reset a purchase order
If you need to edit a purchase order after it has been submitted for approval [PA], has been approved [PO] or has been closed [CL], you can reset the purcha...
Mon, 13 Jun, 2022 at 9:50 AM
How do I change the OU or owner of multiple PO's at once?
Beanworks allows you to perform group, or bulk actions on multiple PO's at once. The following group actions available are: Group / bulk submit ...
Mon, 13 Jun, 2022 at 9:50 AM
Can I reassign, or change the OU for a group of POs at once?
Beanworks allows you to reassign POs to a different organizational units in a group action.   To change the OU for a group of invoices at once Go to I...
Mon, 13 Jun, 2022 at 9:50 AM