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

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

Have a Purchasing document that disappeared?

 

Occasionally purchasing documents will slip into the background of Yellow Dog. If this happens please provide Yellow Dog Support, or your Implementation Guide the following for the fastest resolution: 

  • Employee who created the document
  • The Store the document was created for 
  • The Vendor connected to the document
  • Confirmation of document type- PO, Receipt, Invoice

    • Related Articles

    • COGS Troubleshooting

      This document was designed to help users pinpoint where and why there are discrepancies in their COGS reporting.  Why COGS are inaccurate: If COGS numbers are appearing incorrectly in Yellow Dog one of the following will be the cause: Invoices were ...

    • Troubleshooting: How do I start investigating variances in my physical?

      The first place to start investigating variances in your physical is an Item History report. This report will provide detailed information regarding when your item was purchased, received, manually adjusted, sold & inventoried. Variances are most ...

    • 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 ...

    • What are Yellow Dogs best practices for catching up on purchasing?

      Yellow Dog understands that every team is busy, and sometimes things fall through the cracks. Below are Yellow Dogs best practices for when you need to catch up on purchasing.  Purchase Orders:  Review the items locked report. This can be located ...

    • How do I navigate the Purchasing Module?

      Purchasing The Purchasing section of Yellow Dog Inventory enables users to handle every aspect of the “Purchasing Flow.” Each purchasing screen has filters at the top. The main filters are for Store, Vendor, Status, Committed Date Ranges and the ...

    • Recent Articles

    • How To: Import Interfaces by Level using Balto

      This document will review how to import interface settings for a level using the Balto import tool. Prerequisites Items are required to exist in YD already Items cannot be marked as removed. The stores must also exist in YD Yellow Dog user with ...

    • How To: Update Par & Re-Order Points via the Balto Import Tool

      This document will review how to update Par & Re-Order Points via the Balto import tool With all Balto imports, be sure not to change any of the column headers in the template. Unused columns can be removed, but the headers should not be edited in ...

    • How To: Update Items Store Availability via the Balto Import Tool

      This article will review how to update items store availability with the Balto Import Tool With all Balto imports, be sure not to change any of the column headers in the template. Unused columns can be removed, but the headers should not be edited in ...

    • Yellow Dog/Jonas File Exchange Overview

      This document will provide an overview of the Yellow Dog Jonas File Exchange Integration Integration Approach This is a 2Way integration – pull sales and push items • Sales – pulled from a file • Items – pushed to .csv file • Codes – Inserted into ...

    • Yellow Dog/Jonas API Overview

      This document will provide an overview of the Yellow Dog Jonas API Integration Integration Approach This can be set up as a 2Way – Items are pulled from us, and sales are pushed or 1Way sales are pushed. NOTE: Jonas controls the flow of sales and ...