Spire User Manual - Purchase Orders
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      2. Spire User Manual - Purchase Orders

      PURCHASE ORDERS - Add Purchase Order Using Copy / Credit

      Create a new Purchase Order using the Copy or Copy Credit function

       

        Copy a Purchase Order from another Open Purchase Order:

      • from the Purchase Order List window select a Purchase Order
      • click Copy
      • make necessary changes as described earlier
      • Save Save or SaveClose Save and Close or SaveNew Save and Create New

      PurchasesListCopy

       

      Copy / Credit a Purchase Order from a Purchase History transaction in one of 5 ways: 

      1. Copy a Purchase Order from Purchase History Module from the Purchase History list window select the transaction(s)
        • double-click the Purchase History record - or - click on ViewPurchaseHistoryListView
        • from the Purchase Order view, click on Copy - or - CreditPurchaseHistoryViewPOCopy
        • new Purchase Order will open for opportunity to make required changes
      2.    OpenInventoryIcon Copy a Purchase Order from Inventory > Purchasing > History tab
        • from the Inventory list window double-click the item to open it
        • select the Purchasing tab then the History tab:InventoryPurchasingTabHistoryView-1
        • select the transaction, then  View (or double-click on the line to open)
        • from the Purchase Order view, click on Copy - or - Credit
        • new Purchase Order will open for opportunity to make required changes
      3.   Copy a Purchase Order from Vendor > Purchasing tab > History sub tab or History Items sub tab VendorPurchasingHistoryItemsView
        • select the PO and click   View or double-click to open
        • from the Purchase Order view, click on Copy - or - Credit
        • the new Purchase Order will open for opportunity to make required changes
      4.   Copy Purchase Order from Vendor AP Invoice (user access permitting) 
        • from the Vendor list double-click to open the desired Vendor
        • click on the Accounts Payable tab
        • select the Purchase History transaction from the open items or all items ( Show All) list
        • click on View Purchase Order
                   
        • from the Purchase Order View, click on Copy - or - Copy to Credit
        • the newly created Purchase Order will open for the opportunity to make required changes

      5.    Copy Purchase Order from General Ledger (user access permitting) - access the                Purchase History transaction in one of 2 ways:  

        1. Copy Purchase Order from GL Accounts tab
          • double-click to open an account effected by the Purchase History transaction (ie: Inventory at Cost) from the filtered or un-filtered Accounts list (see Purchase Order List Filters
          • click on the Transactions tab
          • select the relevant transaction line, then View Source (or double-click to open it)
          • from the Purchase Order view, click on Copy - or - Credit
          • a new Purchase Order will open for opportunity to make required changes
        1. Copy Purchase Order from GL Transactions tab
          • select the transaction from the filtered or un-filtered list (see Filters) then click on Transaction and select View Source 
          • from the Purchase Order View, click on Copy - or - Credit
          • new Purchase Order will open for opportunity to make required changes