Search Optifacts User Documentation
Table of Contents (on this page)
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 the order is being cancelled. This routine begins the same way as receiving orders; you are prompted for a purchase order Number, a reference number, and the original order date. If a match is found, it will be displayed on the screen, prompting you for confirmation. After confirming you have found the correct order, you are asked to enter the packing list number from the vendors packing list. If the entire order is being cancelled, you may simply leave this blank. If you are canceling the remainder of an order, enter the packing list number from the portion that did arrive. You are prompted to enter the quantity of each line item that is being cancelled. 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 cancelled 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 9 - Inventory and press enter.
Type 3 – Inventory Procedures and press enter.
Type 3 – Receive or Cancel P.O.’s and press enter.
The Purchase Order Receipts screen displays.
- Type the P.O. number and press enter.
- If there is no P.O. number on the packing slip, type * to list open P.O.’s in the system.
- If a P.O. does not exist in the system, type NONE in both the P.O. Number and Ref. Number fields to enter product into the inventory system.
- Is this the correct P.O. (Y/N)?
- Type Y to continue.
- Type N to continue to view the next P.O.
- Are these items being cancelled (Y/N)?
- Type Y to cancel the P.O.
- Enter a packing list number or NONE and press enter.
You may see the following message:
- Type Y to continue.
The Items on the P.O. will be displayed on the screen.
- Enter the number of items to be cancelled, quantities to be changed, or leave the default number from the P.O.
- Continue with all applicable items.
- Type F1 to save the quantities
- Or, press Escape to exit.
The Update Complete message displays.
- Press any key to continue.
- Press escape to return to the menu.
