General
Troubleshooting: Invoice Staging Email Error: Unsupported Attachment Type
When sending an invoice to Invoice Staging, you receive an error like: “The following attachments were prevented from sending for additional processing — ATTACHMENT NAME.pdf — application/octet-stream is not an image or pdf type that is supported.” ...
Using Catch Weight Items in Purchasing (F&B)
Catch weight items are important to identify and process correctly when invoicing to ensure proper inventory management.
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 Process New Items Created by an EDI
Proper management of new items created by an EDI ensures purchases are properly recorded and inventory items are accurately maintained. This article is for Yellow Dog Inventory version 376 and prior What is an EDI? An EDI integration allow invoices ...
How do I configure EDI Dimensions?
Setting EDI dimensions allows Yellow Dog to correctly assign inventory items when processing EDI imported invoices if (1) the vendor PN is used for multiple item sizes or (2) if your EDI integration requires this configuration. What is an EDI ...
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 ...
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 ...
Quick Reference: Yellow Dog Best Practices for Catching Up on Purchasing
Yellow Dog understands that busy teams sometimes fall behind. Following these best practices will help you resolve outstanding purchase orders, receipts, invoices, and transfers so your on-hand quantities and costs remain accurate Purchase Orders ...
Troubleshooting: Unable to Add an Item to a Purchasing Document
The item is active, but you can’t add it to a purchasing document. One or more of the following conditions apply: The item isn’t configured for use in purchasing documents. The item doesn’t have a vendor assigned. Use the Size Behaviors tab to manage ...
Troubleshooting: Resolving 'Locked' Items
You cannot update an item’s vendor because the item is locked by a purchasing document. Figure: An item displayed with the Locked status The item appears on one or more purchase orders (POs) that have not been fully received or invoiced. Use the ...
FAQs: What do I do if my Purchasing Document disappeared while I was making it?
Deprecated 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 ...
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 ...
FAQs: Marking Purchasing documents as Pre-Paid
Question: Can receipts and invoices be marked as Pre-Paid Note: Marking a receipt or invoice as prepaid automatically excludes it from accounting exports. Answer: Yes. You can mark receipts and invoices as prepaid. How prepaid marking works ...
How To: Fill to Par in Purchasing Documents
Being able to fill to par in purchasing documents ensures that stock levels are automatically calculated to meet the desired inventory thresholds, saving time on manual entry. It also helps prevent under- or over-ordering, supporting accurate ...