Purchases with Billing Before Receipt: Mass Processing of Documents

The following sections explain how to mass-process purchase orders and related documents, and how the system generates, changes, or works with documents as a result of the mass processing.

Mass-Releasing Purchase Receipts

You can release multiple purchase receipts at the same time by using the Release Purchase Receipts (PO501000) form. On this form, you select the unlabeled check boxes in the rows to be processed, and click Process on the form toolbar to release the selected documents.

Printing and Emailing Multiple Purchase Orders

If needed, you can print or email multiple purchase orders at the same time by using the Print/Email Purchase Orders (PO503000) form. To do this for multiple purchase orders simultaneously, you select the Print Purchase Order or Email Purchase Order action, select the unlabeled check boxes for the rows to be processed, and click Process on the form toolbar to process the selected documents.

Consolidating Purchase Orders or Lines into a Single Purchase Receipt

Instead of preparing an individual purchase receipt for each purchase order, you can add multiple purchase orders of one vendor to a single purchase receipt; you can also add individual lines of one purchase order or multiple purchase orders. To do this, you create a new purchase receipt of the Receipt type manually on the Purchase Receipts (PO302000) form; you then click Add PO on the table toolbar of the Details tab and add the lines of multiple purchase orders with the same vendor to the purchase receipt. If you click Add PO Line on the table toolbar, you can add purchase receipt lines.

Consolidating Purchase Receipts or Lines into a Single Bill

Instead of preparing an individual accounts payable bill for each purchase receipt, you can add multiple purchase receipts of one vendor to a single bill; you can also add individual lines of one purchase receipt or multiple purchase receipts. To do this, you create a new accounts payable bill manually on the Bills and Adjustments (AP301000) form and make sure that the Tax Settings option is selected in the Tax Calculation Mode box on the Financial tab. The Tax Calculation Mode box is only available if the Net/Gross Entry Mode feature is enabled on the Enable/Disable Features (CS100000) form. You then click Add PO Receipt on the table toolbar of the Details tab and add the lines of multiple purchase receipts with the same vendor to the bill. If you click Add PO Receipt Line on the table toolbar, you can add purchase receipt lines.