Managing Purchase Orders
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
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
Please see our support article here on customizing columns in your view/reports.
Mon, 13 Jun, 2022 at 9:49 AM
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
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
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
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
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
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
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