Generating Purchase order reports in PO Pro
Generating PO Reports in PO Pro This article will give you an overview how to generate reports in PO Pro Accessing Reports * Go to the PO Pro section from the main dashboard. * Enter search parameters as required and click on Search. * Click on Reports. Creating Reports Users can create and generate reports …
How to Set a Default Billing Address in SmartOffice
You can set a default billing address for purchase orders by doing the following steps. Steps to Set a Default Billing Address * Click on the Cog Icon * Scroll down to Purchase Order Creation * Click on Purchase Order Data Fields. * Click on 'Select the Billing Address' and choose the relevant address. New addr…
How to Add Additional Users When Sending a Purchase Order (PO) to a Supplier
When sending a Purchase Order (PO) to a supplier, you may need to include additional recipients in the email. You can do this by doing the following: Adding Additional Email Addresses * In the confirmation box where you enter the supplier’s email address, simply type the first email address. * After the first e…
What is PO Pro
What is PO PRO? PO PRO is a purchase order solution system from SmartOffice that integrates as an add-on to your current system. It is accessible from the main dashboard alongside other tools like Statement Reconciliation and Reports, etc. Key Features PO PRO covers all essential needs for managing purchase requ…
Enabling Nominals from a Purchase Order
Overview If you process suppliers using Purchase Orders, it is recommended that you enable Generate Nominal Ledger Values from Purchase Order to ensure nominal values are pulled from the PO/GRN file that you have imported from your AP. This also applier if you are assigning Nominal Ledgers from POs in PO Pro. R…
I Am Getting an Error That No First Approver Has Been Selected When Sending a Purchase Order for Approval
When you are trying to send a Purchase Order for approval, but you are getting the error message ‘No First Approver Selected’, this is because you have the Budgets add-on enabled. You will need to do one of the following to resolve the issue and be able to send your Purchase Order for approval. 1. Add an approver…
I Cannot Approve My Purchase Order As It Says I Have Not Filled in A Required Custom Data Field
If you cannot approve a Purchase Order as it is saying you have not completed a required Custom Data Field, you will need to edit that field to make it not required. Having a Custom Data Field set as a required field means it will be required on all Purchase Orders before they can be approved. Follow the below step…
How Can I See Who Created the GRN For This Purchase Order?
To see who has created the GRN for a Purchase Order, follow the steps below. * On your dashboard, click the GRN tile * To narrow your search, select the supplier using the ‘Select Supplier’ filter on the top-left of the page, select your supplier from the list, and click ‘Search’ * Open the folder o…
Default Nominal Ledger, Cost Centre & Department on Products When Creating a Purchase Order
When creating a Purchase Order and adding a Freehand Item or selecting a Product, the system will automatically populate the default Nominal Ledger, Cost Centre, and Department codes based on the supplier's settings defined in the supplier rules. These default codes ensure consistency and accuracy in categorizing th…
Navigating the Purchase Orders List Page
Introduction : The Purchase Orders List page in SmartOffice provides you with convenient ways to search for purchase orders and purchase requisitions. This article will guide you through the functionalities available on this page, including searching for specific orders, running reports, and understanding the organi…
