FAQs: What do I do if my Purchasing Document disappeared while I was making it?

FAQs: What do I do if my Purchasing Document disappeared while I was making it?

WarningDeprecated Documentation This article applies only to legacy versions 364 and prior.

 Question: 

My purchasing document disappeared while I was creating it. Can I recover it?

Answer: 

Yes. In some cases, purchasing documents can move into the background of Yellow Dog and appear to be missing.

To retrieve the document, contact Yellow Dog Support or your Implementation Guide and provide the following information:

  • The employee who created the document

  • The store the document was created for

  • The vendor associated with the document

  • The document type (purchase order, receipt, or invoice)

Providing this information helps Support locate and restore the document more quick

    • Related Articles

    • How To: Remove a Purchasing Document

      If a purchasing document is created or committed by mistake, you may need to remove it to maintain accurate inventory and financial records. Required permissions depend on the document type and its current status. Typical permissions include: Edit ...
    • Feature Overview: The Purchasing Module

      The Yellow Dog Purchasing module lets you track and manage all purchasing activities in one place. The module is highly configurable and supports a wide range of client workflows. Purchasing Module Use the Purchasing module whenever you need to ...
    • 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 ...
    • Purchasing Flow for Food and Beverage

      The Yellow Dog Inventory purchasing flow ensures that all aspects of inventory management, from restocking to adjusting errors in transfers, are covered systematically. Each document type in the flow serves specific functions that collectively ...
    • How To: Use a USB scanner to add items to a purchasing document

      If your team uses a USB laser scanner, you can quickly add items to purchasing documents by scanning barcodes instead of searching manually. This reduces data entry time and errors. Unitech USB laser scanner Scan to add items to a purchasing document ...
    • Popular Articles

    • How To: Find Your Yellow Dog Inventory Version

      Understanding which version of Yellow Dog Inventory you're using is essential when exploring new features, as some enhancements and functionalities are specific to certain versions. All client types can benefit from knowing their Yellow Dog Inventory ...
    • How do I use Par & Re-Order Points?

      What is a Reorder Point? The minimum quantity you would like inventory of the item to be before ordering more. Items must go below this level to trigger reorder. Items set to 0 will not reorder until you go into negative stock. This is not ...
    • Tips & Tricks: How do I download and install drivers for my Zebra Printer?

      **As a note: Admin rights will be required to complete this task. If you do not have admin rights on your PC, please contact your IT for assistance** ZD410 Desktop Printer Support Site 1. Navigate to Drivers: 2. Select Zdesigner V. 5 Driver for ...
    • How To: Swap the On-Hand/Parent Size (Edit Base Unit)

      When managing items with multiple sizes, it’s essential to configure them correctly. The on-hand/parent size should always represent the base unit or smallest measurement, while additional sizes should be created for purchasing or counting sizes. If ...
    • What are Bins and how can I use them?

      Bins are supplemental location markers. Unlike flags they do not have to be created prior to assigning them to items and are primarily used in in the stores tab to identify more precisely where an item is located. They can also be used in Physicals ...