General
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 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 ...
Troubleshooting: How to I resolve the issue of not being able to add an item to a purchasing document?
Issue: The item is active, but I am unable to add it to a purchasing document Resolution: Confirm that the item is configured to be added to purchasing documents. Note: Other Details tab in the item editor is required to perform this task. If you ...
Troubleshooting: How do I resolve the issue of an item being locked by a purchasing document?
Issue: Item cannot be updated because the item is “locked by a purchasing document”. Resolution: Use the Items Locked report to determine which purchasing document(s) the item is on, and zero out the quantity to resolve the on-order quantity that is ...
Troubleshooting: Why Are My PO Approval Emails Missing Information?
If you are receiving PO Approvals in your email that appear to be missing information, the cause is likely that you have items included in the PO that do not have dimension 1 set in your database. Here is an example of a PO Approval Email that is ...
Troubleshooting: What is the best way to deal with duplicates created by EDIs?
This video will demonstrate dealing with duplicates
Troubleshooting: What do I do if the Reference and Description are not printing on a Return to Vendor?
Issue: Reference and Description are not printing on Return to Vendor Cause: The Reference and Description are using the incorrect format type. Resolution: Edit the Print Template Right click the data field for Reference and/or Description. ...
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: ...
Troubleshooting: What do I do if there are duplicate lines printing on my Purchasing Documents?
There is a known issue of lines on purchasing documents doubling up when printed. Please reach out to Yellow Dog Support(757-663-7514) for assistance in resolving this matter.
Troubleshooting: How can I remove a Purchasing Document?
1. Locate and Open the Purchasing document 2. Change the quantities in the document to 0 for all products. *If this is an invoice, change the total invoice amount and expenses to $0.00. 3. Save and Close. 4.If the status of the ...