Agent Actions - Purchasing

There may be an occasion when the User needs to Cancel a Work Order. This can be done via the "Cancel Job" option. This option is only available up until the point when the Work Order items have been dispatched. After this point the User is unable to... Read More

If a User wishes to make changes/add a delivery charge on a Purchase Order, it can be done in the following way:     1. Upon clicking the Agent Action, Edit Delivery Charge, this screen will open: 2. This will show the User the Calculated... Read More

Once goods have been received, the Purchase Order can then be progressed by recording the Receipt of the Purchased Items. This can be done by via the following steps:     1. From the Agent Action menu click on the Receipt Purchase Items option.... Read More

A User may wish to remove a linked Work Order.  If this is the case it can be done in a few areas – Agent Actions, Call In and Call Out menu options. Click on the “Remove Linked Work Order” menu option. The Linked Work Orders screen will pop... Read More

Where there is a Purchase Order that has had a Partial Delivery but the remaining items are no longer required - this can be updated in the following way:     First thing is to find the Purchase Order in question.    From the Agent Actions... Read More

If a User wishes to make changes to the items on a Purchasing Order, this is done in the exact same way as it is on the Portal. Please see the Edit Purchase Items page for the steps. Read More

Acknowledge job should only be used when a direct confirmation from the Supplier has been received that they have acknowledged receipt of the Work Order raised by fax or email, in the event that the portal has not been used. The     1. From the... Read More

A User may wish to link a Work Order to a brand New Work Order. There are 4 options available, link to ‘Reactive’ Work Order, ‘Quote’ Work Order, ‘Audit’ Work Order and 'Purchasing' Work Order. To... Read More

Once all of the creation detail for the Work Order is entered, the Supplier and Delivery Date have been set, the Work Order can then be submitted to the Supplier for them to Acknowledge and Dispatch. You can submit a Work Order via the following... Read More

This section of a Purchase Order is where the User can add any additional information which has been provided to add extra clarity to the requirements of the Purchase Order.     1. Enter the required text in the text box and click OK.   Read More