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 ...

    • Reporting Explained: Troubleshooting- Items Locked

      Business Need: This report is helpful for customers who need to manage items that are locked due to being on a purchasing document. It also helps in locating the purchase order number for any item with an on-order quantity. How it works: When an item ...

    • 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 ...

    • New Feature! Purchasing Enhancements

      Bins For clients utilizing the Bin feature, there is now a Bin column in all purchasing documents. Additionally, these documents can be sorted by the Bin column. Attached Files An attached files column has been added to the main screen for each ...

    • 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

    • Yellow Dog/Agilysys Integration Overview

      This document will provide an overview of the Yellow Dog Agilysys Spa & Golf integration Integration Approach This will be set up as a 2Way – Pulls Sales & Push Items Sales – Pulled from a .txt file 4x daily Codes – Pulled from a .txt file Items – ...

    • Yellow Dog/Book4Time Integration Overview

      This document will provide an overview of the Yellow Dog Book4Time Integration Integration Approach This is a 2Way Integration – we present item information and are provided sales information. NOTE: There is no sync application that can be controlled ...

    • How To: Create Interface Codes for Book4Time

      This document will review creating new interface codes for the Book4Time Integration in Yellow Dog Software Overview If additional Class, SubClass, Departments, or Brands need to be added to items in Yellow Dog users can create the new interface ...

    • How To: Perform recommended post event tasks

      This video will review recommended post event checklists and reports

    • How To: Utilize Event Tenders

      This video will review how to use utilize event tenders