Features of PurchaseHQ from ISC Software: Enter a Purchase Order

PurchaseHQ PortalThis post is part of the Features of PurchaseHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.

When PurchaseHQ is not in Requisition Mode users can enter new purchase order via the portal. This gives them access to simpler, cleaner windows than the standard Microsoft Dynamics GP windows which are accessible from any form-factor device from any location.

To enter a purchase order, click on the Document Entry tile on the home page (if any orders are in progress this will be shown below the tile title):

Home page showing Document Entry tile

Any purchase orders created but not yet submitted will be shown in the list; click the edit icon to resume entry. in this example though, I am showing a new order being entered, so click the New Document button:

Create a new document

Select the Required Date and enter a Description and then click Add:

Add purchase order

The Description and Required Date are passed through to the Order Entry window. Select a Ship To Address to complete the header fields:

Order Entry

To add a new line click the Add Item button, which will open the Lookup Item to Add window. When part of an item Number or Item Description is entered and return pressed, a search is performed against the data in Microsoft Dynamics GP. Any item umber or description containing the entered text will be returned to the list. Click the Item Number to select an item:

Lookup Item to Add

The Configure Item window will allow you to select a Site, Unit of Measure and Required Date and to enter a Quantity to order and Unit Cost. click Add to complete a line:

Configure Item

You will then be returned to the Purchase Order Entry window with the new line added; Add item can be clicked to add a second, or subsequent line.

PurchaseHQ also includes integration with the Document Attachment module allowing files to be attached to the purchase order; this would commonly include quotes or product sheets from suppliers.

If the purchase order is not complete, you can click the Save button for later completion, or you can click Submit to submit the document for approval in the standard Workflow module:

Purchase Order Entry with complete purchase order

As per normal for Workflow submissions, the Workflow comment box will be displayed:

Workflow comments

A document submitted dialog will be displayed, confirming the purchase order number will be displayed:

Document submitted

GP Elementz from ISC Software

GP Elementz from ISC Software
What add-ons are available?
GP Elementz Portals
Features of PurchaseHQ from ISC Software: Introduction to PurchaseHQ
Features of PurchaseHQ from ISC Software: Introduction to PurchaseHQ [Video]
Features of PurchaseHQ from ISC Software: Secure access
Features of PurchaseHQ from ISC Software: Secure access [Video]
Features of PurchaseHQ from ISC Software: Configuration
Features of PurchaseHQ from ISC Software: Configuration [Video]
Features of PurchaseHQ from ISC Software: Setup images
Features of PurchaseHQ from ISC Software: Setup images [Video]
Features of PurchaseHQ from ISC Software: Granting users access
Features of PurchaseHQ from ISC Software: Granting users access [Video]
Features of PurchaseHQ from ISC Software: Enter a Purchase Requisition
Features of PurchaseHQ from ISC Software: Enter a Purchase Requisition [Video]
Features of PurchaseHQ from ISC Software: Enter a Purchase Order
Features of PurchaseHQ from ISC Software: Enter a Purchase Order [Video]
Features of PurchaseHQ from ISC Software: View my orders
Features of PurchaseHQ from ISC Software: View my orders [Video]
Features of PurchaseHQ from ISC Software: Workflow Integration
Features of PurchaseHQ from ISC Software: Workflow Integration [Video]
Features of PurchaseHQ from ISC Software: Document Approval
Features of PurchaseHQ from ISC Software: Document Approval [Video]
Features of PurchaseHQ from ISC Software: Receive Goods
Features of PurchaseHQ from ISC Software: Receive Goods [Video]
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) Overview
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) Overview [Video]
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) configuration
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) configuration
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) configuration [Video]
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) Create Approvers
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) Create Approvers [Video]
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) Configure Delegation
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) Configure Delegation [Video]
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) submit transaction for approval
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) submit transaction for approval [Video]
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) in portal
Features of PurchaseHQ from ISC Software: Supplier Invoice Approval (Non-Workflow) in portal [Video]
Features of PurchaseHQ from ISC Software: Free Trial Available
Features of PurchaseHQ from ISC Software: Free Trial Available [Video]
Features of CustomerHQ from ISC Software: Introduction to CustomerHQ
Features of CustomerHQ from ISC Software: Introduction to CustomerHQ [Video]
Features of CustomerHQ from ISC Software: Secure access
Features of CustomerHQ from ISC Software: Secure access [Video]
Features of CustomerHQ from ISC Software: Configuration
Features of CustomerHQ from ISC Software: Configuration [Video]
Features of CustomerHQ from ISC Software: Change images
Features of CustomerHQ from ISC Software: Change images [Video]
Features of CustomerHQ from ISC Software: Manage customer accounts
Features of CustomerHQ from ISC Software: Manage customer accounts [Video]
Features of CustomerHQ from ISC Software: Manage salesperson accounts
Features of CustomerHQ from ISC Software: Manage salesperson accounts [Video]
Features of CustomerHQ from ISC Software: Account Summary
Features of CustomerHQ from ISC Software: Account Summary [Video]
Features of CustomerHQ from ISC Software: View transactions
Features of CustomerHQ from ISC Software: View transactions [Video]
Features of CustomerHQ from ISC Software: View Statements
Features of CustomerHQ from ISC Software: View Statements [Video]
Features of CustomerHQ from ISC Software: Free Trial available
Features of CustomerHQ from ISC Software: Free Trial available [Video]
Features of SalesHQ from ISC Software: Introduction to SalesHQ
Features of SalesHQ from ISC Software: Introduction to SalesHQ [Video]
Features of SalesHQ from ISC Software: Secure access
Features of SalesHQ from ISC Software: Secure access [Video]
Features of SalesHQ from ISC Software: Configuration
Features of SalesHQ from ISC Software: Configuration [Video]
Features of SalesHQ from ISC Software: Change images
Features of SalesHQ from ISC Software: Change images [Video]
Features of SalesHQ from ISC Software: Manage customer accounts
Features of SalesHQ from ISC Software: Manage customer accounts [Video]
Features of SalesHQ from ISC Software: Manage salesperson accounts
Features of SalesHQ from ISC Software: Manage salesperson accounts [Video]
Features of SalesHQ from ISC Software: Account Summary
Features of SalesHQ from ISC Software: Account Summary [Video]
Features of SalesHQ from ISC Software: View transactions
Features of SalesHQ from ISC Software: View transactions [Video]
Features of SalesHQ from ISC Software: View statement
Features of SalesHQ from ISC Software: View statement [Video]
Features of SalesHQ from ISC Software: Inventory Lookup
Features of SalesHQ from ISC Software: Inventory Lookup [Video]
Features of SalesHQ from ISC Software: Price Lookup
Features of SalesHQ from ISC Software: Price Lookup [Video]
Features of SalesHQ from ISC Software: Add Prospect
Features of SalesHQ from ISC Software: Add Prospect [Video]
Features of SalesHQ from ISC Software: Create quote
Features of SalesHQ from ISC Software: Create quote [Video]
Features of SalesHQ from ISC Software: Create order
Features of SalesHQ from ISC Software: Create order [Video]
Features of SalesHQ from ISC Software: Create invoice
Features of SalesHQ from ISC Software: Create invoice [Video]
Features of SalesHQ from ISC Software: Free Trial
Features of SalesHQ from ISC Software: Free Trial [Video]

Features of PurchaseHQ from ISC Software

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