This Article will cover how to move your PO’s back and fourth from “Working On” to “In Progress”, please note that moving these PO’s over will never affect whether they are active or inactive, this is just a way of organizing your screen so you only see what you need to.
- First you will go to Home>PO to see your list of active PO’s.
- From here you will be able to see the 4 tabs at the top labeled Working on, In-Process, Completed and On Hold.
- For our purposed we will only be focusing on the first 2 tabs for Working On and In-Process. To move a PO from one section to another you will highlight the desired PO and choose “F8- Working Off or F8-Working on” depending on the tab you started in.
- This will move your purchase order to the next tab, again this is meant to be used as a filtering tool so you can control what shows on your active PO list.
Note:
Purchase orders should not be moved to the “Working On” tab if they have already been sent to the vendor. Adding items to a purchase order that has already been sent to a vendor will result in unordered items