How to move a purchasing document to the next step of the purchasing flow?
In the Purchasing module in Yellow Dog, users can ‘convert’ a purchasing document from one stage of the purchasing flow, to the next. For example – if your team is taking advantage of the full purchasing flow, they will ‘convert’ Purchase Orders into Receipts. This action will bring all the items included on the Purchase Order into the Receipt including the quantities ordered. When the Purchase Order is converted any reference, description, instructions, or notes will also be brought into the new document. Only Purchasing Documents that have been committed can be converted.
Most Purchasing Documents can be converted to another stage of the purchasing flow. Below will breakdown, which documents can be converted and what they can be converted to.
Requests: Can be converted to Transfers or Purchase Orders
Purchase Orders: Can be converted to Receipts or Invoices
Receipts: Can be converted to Invoices or Transfers
Invoices: Can be converted to Transfers
Transfers: Can be converted to Reverse Transfer. This should be used to ‘undo’ a transfer that was made in error, or with the incorrect items.
Return to Vendor: Cannot be converted to anything. This is the end of the Purchasing Flow.
As a reminder –purchasing in Yellow Dog can be highly customized and not every organization will use every part of the flow.
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