Purchase Orders from Purchases

Feature

Goldenseal accounting software version 3.6 adds a Purchase Order printed form for Material Purchases. It lets you print Purchase Orders without need for a separate transaction.

Suggested AT

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How to Use

Most people do not need to enter separate purchase order transactions into Goldenseal. If all you need is a simple printed form to give to your vendor, you can just enter a Material Purchase and print the form from that.

If you want to print a Purchase Order form to give to suppliers when you order materials but before you receive them, follow these steps:

1. Choose Material Purchases from the Costs menu.
2. Click the New button.
3. Enter Items into the Breakdown popup on the left side of the window.
4. Enter the supplier into the Supplier clairvoyant field.
5. Click in the first line of the breakdown table, and enter the item you want to purchase.
6. Hit the Enter key or Return key to add a new row, and add another item.
7. Repeat step 6 until you have added all of the items you'd like to buy.
8. When the order is complete, choose Print Forms from the File menu, and click Print. It will print a Purchase Order form that you can give to the vendor.
9. If you'd like to keep the purchase out of your Accounts Payable tracking until you receive the items, change the status of the purchase to Planned. When you make the actual purchase, change the status back to Entered.

Workaround for Older Versions

To set up a Purchase order form in older versions of Goldenseal accounting software, follow these steps:

1. Choose Custom Layouts from the Options menu, and choose Printed Forms from the submenu.
2. Enter PO & Work Orders into the Transaction popup field at upper left.
3. Choose Select All from the Edit menu.
4. Choose Copy from the Edit menu.
5. Enter Material Purchases into the Transaction popup field at upper left.
6. You'll be asked for a name for a new form. Type in Purchase Order, then click OK.
7. Choose Paste from the Edit menu.
8. Close the window and save changes.

Technical Details

Entered 4/26/06 by Dennis