Skip to main content

PO/RE Control Center

The purchase order and receiving control center allows you to view and manage your business's purchase orders and quickly receive incoming orders.

Set Permission to Access PO/RE Control Center

PO/RE Control Center

Set Permission to Access PO/RE Control Center

  1. From any module, click the user icon in the upper right of the screen. This will open a menu.
  2. Choose the Settings option. This will open the settings screen.
  3. Select the Security Management tab. This will show a list of security users.
  4. Optionally, you may click the Groups button in the upper left to make changes for groups of users.
  5. Double-click over the user or group you wish to edit. This will open the user or group properties window.
  6. Click the Permissions button to open the security permissions window.
  7. Choose the Accounting option from the list on the left side of the window.
  8. Check the "Allowed to Access PO/RE Control Center" permission..

po_re_control_center.png

  1. Click the save button, then choose to exit.

PO/RE Control Center

  1. Open the accounting module.
  2. Under the Order Entry tools menu on the left side of the screen, select the PO/RE Control Center option. This will open the purchase order / receiving control center. The screen will be blank.
  3. In the header section, enter any information in the fields to search by.

po_re_controlcenter_blank.png

  1. Click the Search button. The results will show in the lower box with a list of orders and receivers that match the criteria entered.

po_re_controlcenter_results.png

  1. Open a PO or receiver by double-clicking over the row. This will open the order. The look of the order will vary based on whether it is a parts purchase order, a general purchase order, or receiving ticket.