Post Purchases

This option is used in place of the Verify received invoice function in order to conclude the updates that need to be made when processing Purchase Transaction records. In order to do this all Purchase Transaction entries that are currently at Received status are accessed and for each various updates are carried out.

Note this functionality should be used in conjunction with the Stock EOP update option in Stock Management. The program is normally run by a Timed Operation where it should be sequenced to operate BEFORE the Stock EOP Update. The program should only be run manually if advised to do so by support.

Note:This option will only appear on the main Purchase Control menu if the Purchase Control System Parameter Verify Orders is NOT selected.

1. From the Rev.8 Master Menu, select the Purchase Control Module and the Company you require.

   The PURCHASE CONTROL Menu is displayed.

2. Select the Post purchases option.

   The Post purchases form is displayed.

3. Click the Post button.

   Processing now takes place and the Messages group displays the status Posting.

Tip: Whilst updates are taking place progress or error messages are displayed in the Messages area.

PUSH BUTTONS:

Post: All Purchase Transaction records where the state of order line is currently Received are accessed and for each the following updates are made:

1. The Audit Tab of the Parts Stock Record is updated with the Audit GIS values for Stock and Surcharge being reduced and the GIS from PC. verify and Value last EOD for Stock and Surcharge being increased.

2. A Point of Sale, Header Log record is created with references to accounts postings completed.

3. The Point of sale, Parts Log record is updated with Invoice Number being set to the Invoice Header Key value, Date last edited to current date and the Invoice Status set to completed (X).

4. Financial postings to the Nominal Ledger, Invoice Buffer are generated to reflect reduction in the Goods-In-Suspense (GIS) value and any Uplift amounts that may be applicable.

   Note:The suffix used for postings that relate to sublet labour costs will be the Point of Sale Department Code and Work in Progress (WIP) number.

5. Purchase Transaction records are updated with the state of order line field being set to Verified and the Progress Status being set to closed (X).

Exit: Returns you to the PURCHASE CONTROL Menu.

Help: Displays help on the current application in your default company browser.

Related Topics:

Stock EOP Update

Timed Operation

Verify received invoice