Completing Purchase Orders In Sage Line 50 Explained
Once you have made a Purchase order and placed the order with your supplier you’ll receive the goods. Then later will receive an invoice asking for payment for the goods.
Once the Invoice has arrived you are going to need to process it against the Purchase order in Sage.
Open your Sage Line 50 company account. Then click on the supplier section in the bottom left corner. You can then click above that onto purchase order list.
On your invoice you ought to have the purchase order reference this shows you which Purchase order the Invoice is related to. You may then find this Purchase order in the list on your screen. When you find the corresponding number double click to open the purchase Order.
Ensure the amount on the invoice matches the amount on the purchase order. (This may not) Also check that everything on the Purchase order has been invoiced for. If everything matches you can then click complete at the bottom of the page. This should then change the invoice into a sales order.
If the amount does not match the invoice this means that there are two separate invoices for one purchase order this suggests you will have to part complete the Purchase order. If this occurs you’re going to need to highlight the Purchase order in the list rather than double clicking. You then press the update button at the top of your screen. A new window will open you may then go into each item that’s not on the invoice and change their quantity to 0.00. For the products that are on you invoice you must move te Purchase order number from ref to ex ref. In ref put the invoice number. This is a better reference as it shows why you completed the purchase order.
You then can complete the invoice by clicking complete. The purchase order will show as part complete on the purchase order list. When the next invoice arrives you can then go back and click amend on the part completed purchase order. This will only bring up the products that werent on the last invoice. Then you complete in the same way you part completed before.
Lois Park has just recently joined the team at Prosyn and is giving help with internal small business IT Support setups. This Sage task was one of her first projects. At Prosyn we target our internal systems as much as we do when providing Business IT Support to our valued clients.
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