Click here to view the Purchasing and Receiving Purchase & Receive menu.

Click here to view the complete Optifacts User Documentation Index.

Click here to Contact contact us.

Introduction

This document provides instructions on how to cancel or change quantities on a purchase order.

Procedure

If you wish to cancel the remaining lenses of a partial shipment or any order, use the receive orders option, and respond yes to the prompt if you are canceling the order. This routine begins the same way as receiving orders; you get prompted for a purchase order number, a reference number, and the original order date. If the system found a match, it is displayed on the screen, prompting you for confirmation. After confirming you have found the correct order, you get prompted to enter the packing list number from the vendors packing list. If you are canceling the entire order, you may leave this blank. If you are canceling the remainder of an order, enter the packing list number from the portion that did arrive. You get prompted to enter the quantity of each line item to cancel. After making any needed changes, press F1 to confirm those changes. It is important to receive or cancel all sent orders to maintain the integrity of the Inventory system. When Inventory is operating under a Min/Max environment, failing to cancel/remove canceled orders may result in the EOE system failing to order lenses, thinking some are in transit and expected to be received.

From the Optifacts main menu:

Type Select Option 9 - Inventory and press enterEnter.

Type Select Option 3 – Inventory Procedures and press enterEnter.

Type Select Option 3 – Receive or Cancel P.O.’s and press enterEnter.

The Purchase Order Receipts screen displaysis displayed.Image Removed

Image Added

• Type Enter the P.O. number and press enter.
• If there is no P.O. number on the packing slip, type enter an asterisk (*) to list open P.O.’s in the system.
• If a P.O. does not doesn’t exist in the system, type NONE “NONE” in both the P.O. Number and Ref. Number fields to enter a product into the inventory system.

Is this the correct P.O. (Y/N)?

• Type Y Enter “Y” to continue.
• Type N Enter “N” to continue to view the next P.O.

Image Removed

Image Added

Are these items being

canceled (Y/N)?

• Type Y Enter “Y” to cancel the P.O.

Image Removed

Image Added

• Enter a packing list number or NONE and press enter“NONE.”

Image Removed

Image Added

You may see the following message:

• Type Y Enter “Y” to continue.

Image Removed

Image Added

The Items on the P.O.

display on the screen.

Image Removed

Image Added

• Enter the number of items to be cancelledcanceled, quantities to be changed, or leave the default number from the P.O.
• Continue with all applicable items.

Image Added

• Type F1 to save the quantities
• Or, press Escape to exit.

Image Removed

The Update Complete message displays.

• Press any key to continue.

Image Removed

Image Added

• Press escape Escape to return to the menu.

To view and download these instructions as a PDF file, click on the following document image.

Click here to return to the top of the page.