This article outlines a clear, step-by-step process ‘Add a PPO Line Item to a Product Purchase Order on Sync
PURPOSE
This function allows you to add additional line items to an existing Product Purchase Order (PO) in Sync. The standard process for PPO creation is to have one line item per PPO, however if the need for more than one line item is required due to business reasons, Sync does enable this functionality.
KEY BENEFITS
- Consolidated Ordering: Combine multiple items from different jobs into one PPO.
FOLLOW STEPS BELOW:
1. From the Sync Homepage, Click on Search
2. Select Product Purchase Orders
3. Apply relevant filters and capture a search criteria e.g. PPO#
4. Click ‘Search
5. Click ‘Select’
6. Click on ‘Status’
7. Select ‘Editing’
8. Within the line item section, Click on the ‘Add’ icon
9. Within the ‘Search Products’ Window, apply the relevant filters
10. Capture a search criteria e.g. Job#
11. Click ‘Search’
12. Click ‘Select’
13. Within the ‘PPO Item’ Window, check and if required update the ffg:
- Description
- Unit Price
- Units
14. Click ‘Close’
ADDITIONAL NOTES
Ensure the PPO is in ‘Editing’ status before making changes.
After adding items, remember to update the Product Purchase Order Status (e.g. Approved or Issued) as required.
NB. For a quick tutorial watch below
