Fortix PlatformFortix Freedom Business Systems Purchase OrdersHow to Complete and Re-Open a PO Transaction

How to Complete and Re-Open a PO Transaction

In Fortix once the purchase order process is complete, the goods or services are delivered and inspected, the PO can be marked as complete. However, if a mistake is discovered and needs correction the Purchase Oder needs to be re-opened to fix the error.

This article explains how to complete Purchase Orders and re-open in if a correction is needed.

Short address for Transactions is : /?stock_transactions

Navigate to the Transactions page where the list of Purchase Order Transactions will be displayed.

In the row of the Purchase Order that needs to be Completed, click the down arrow next to Action. Select Complete Transaction. If the option is not available follow instructions in Enable Action Icons on Data Sets and Reports.

The STATUS of the Transaction shows Completed - meaning no more stock can be received against this transaction.

In the row of the Purchase Order that needs to be Re-opened, click the down arrow next to Action. Select Reopen Transaction. If the option is not available follow instructions in Enable Action Icons on Data Sets and Reports.

The STATUS of the Transaction shows Approved - meaning this transaction is once more active and can be altered or receive stock.

Within the row of the Purchase Order where the stock has been received incorrectly, click the down arrow on the Action tab. Select View Transaction.

The Transactions Details page opens. Scroll down and find the STOCK TRANSACTIONS list view. Click the down arrow in the Action tab and select Revert.

The revert transaction appears in the STOCK TRANSACTIONS list view. If the reversion has been in error, it can be reverted again.

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