Quick Reference: Converting purchasing documents

Quick Reference: Converting purchasing documents

When a purchasing document reaches the next step in the workflow, you must convert it. Converting a document moves it forward in the purchasing process while preserving its details

 
Figure: Sample of the Convert To button within a purchasing document 

 


What happens during conversion

When you convert a document, Yellow Dog carries forward:

  • Items

  • Quantities

  • Notes

  • Instructions

  • Descriptions

This ensures continuity and reduces re-entry errors.


Supported document conversions

Request

  • Can be converted to a Purchase Order or Transfer

Purchase Order

  • Can be converted to a Receipt or Invoice

Receipt

  • Can be converted to an Invoice or Transfer

Invoice

  • Can be converted to a Transfer

Transfer

  • Can be converted to a Reverse Transfer

  • Use a reverse transfer to undo a transfer created in error or with incorrect items

Return to Vendor

  • Cannot be converted

  • This document ends the purchasing workflow

Notes

  • Purchasing workflows in Yellow Dog are highly configurable.

  • Not all organizations use every document type or conversion step.


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