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…
My Purchase Orders Won’t Match My Invoices
If your Purchase Orders won’t match your invoices, be sure to check that you have the correct code in the PO System Code box in your supplier’s rules. For more information on the PO System Code, see How-to Manually Add a Supplier to Your Account .
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…
How Can I Choose the Information Sent in My Purchase Order Emails to Suppliers?
Purchase Order Email settings allows you to choose whether to include the PO number, PO price or PO date in the email sent to your supplier. * Go to the settings cog on the top-right of the page and select ‘ Company Settings ’ from the list. * From the menu on the left-hand side of the page, select ‘ Purchase Or…
Approve & Forward a Purchase Order
* On your dashboard, find the " Approval " folder. * In the "Approval" folder, select the " Purchase Order " tab. * Pick the folder you want to open and give it a click. * Once you've found the purchase order you want to approve or forward, click the document icon to the right of the document to open it. * Ta…
Purchase Order Creation Settings - General
Introduction: The Purchase Order Creation settings allow you to customize various aspects of your purchase order process. This guide provides a summary of the settings available on the General settings page and their respective functions. Step-by-Step Guide to Configure Purchase Order Creation Settings: * Click o…
Purchase Order Document Icons & What They Do
You will see the below icons on the blue navigation bar of your Purchase Orders. Hovering over each icon in the app will show a summary of what they do. We have also outlined their functions below. - Save your purchase order - Edit your purchase order - Send your purchase order for approval, based on your pu…
