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  1. Unit Price Codes

    Created On: 02/21/2023 in Document Approval Purchase Order Purchase Order Setup
    Unit Price Codes Settings > Purchase Order > Unit Price Codes Unit price codes create a set dollar amount for a code that can then be used in the purchase order import.  The dollar values have an effective...

  2. PO Setup Options for Document Approval

    Created On: 02/21/2023 in Document Approval Purchase Order Purchase Order Setup
    PO Setup Options for Document Approval  Use Purchase Order Approval:  Activates the use of approvals with Purchase Orders. Require "Send to Reviewer" comme nt: Optional setting for require comment. Auto-post...

  3. Purchase Order Received Statuses

    Created On: 02/21/2023 in Document Approval Purchase Order Purchase Order Setup
    Purchase Order Received Statuses Settings > Purchase Order > Received Statuses Status codes are used to flag P.O. items to mark them as Received, Not Received, etc. Status codes are maintained under Settings > P...

  4. Purchase Order Preferences

    Created On: 02/21/2023 in Document Approval Purchase Order Purchase Order Setup
    Purchase Order Preferences There are three options to set up for purchase orders: General Options Entry Options Purchase Order Form The instructions below, which include menu navigation, will help you set up...

  5. Purchase Order Setup

    Created On: 02/21/2023 in Document Approval Purchase Order
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  6. Purchase Order Import Setup

    Created On: 02/21/2023 in Document Approval Purchase Order Purchase Order Setup
    Purchase Order Import Setup  Settings > Purchase Order > Purchase Order Imports Purchase Orders can be imported into SGA. However, the import format must be in place before importing data. Name:  The name tha...

  7. Purchase Order List

    Created On: 02/21/2023 in Document Approval Purchase Order
    Purchase Order List Daily > Purchasing > Purchase Order List This screen lists all purchase orders. Change the filters to see only the POs you want. By default, it shows all unposted purchase orders. Buttons will be activa...

  8. How To - Purchase Order Import

    Created On: 02/21/2023 in Document Approval Purchase Order
    How to - Purchase Order Import Daily > Purchase Order Entry > Import   Choose your Import Name. Period, Date, and Group:  Click Import from the drop-down menu options .        You...

  9. Close All Purchase Orders

    Created On: 02/21/2023 in Document Approval Purchase Order
    Close All Purchase Orders Month End > Close All Purchase Orders You can close a large number of purchase orders at one time using this menu option.  Close all thru:  This will close all POs befo...

  10. Purchase Orders for Vendor

    Created On: 02/21/2023 in Document Approval Purchase Order
    Purchase Orders for Vendor Records > Vendors > Purchase Orders This screen lists purchase orders for a vendor. By default, it shows all posted and opened purchase orders. You can change the filters to find the POs you want t...
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