When submitting an order to a vendor, that vendor may not be able to fulfill your entire Purchase Order at one time. Items may be on backorder or on hold. As such, Top Up: Purchase Orders allows you to mark a portion of items as received on your PO while leaving other items open for receiving at a later date. Depending on your business processes, you may want to adjust your settings for partially received purchase orders. Top Up allows for three adjustments:
- Automatically create a new PO with items not received
- Mark newly created PO as "sent"
- Maintain PO number from original PO
Below, we discuss the setting options for each of these adjustments.
1. Automatically create a new PO with items not yet received
Clicking Yes will cause Top Up to create a new PO in the system that includes only the items not yet received and close the original PO as "Partial." This way, you can receive the items from the new PO once the vendor fulfills the order.
Clicking No will result in the original PO remaining in "Partial" status. A new PO with the outstanding items will not be created.
2. Mark newly created PO from partial PO as "sent."
Clicking Yes will cause Top Up to automatically mark a newly created PO from a partial order as "sent." This means that the newly created PO does not need to be resent to receive the items on the PO.
Clicking No will cause Top Up to automatically mark a newly created PO from a partial order as "pending." This means that the newly created PO must be sent to the vendor prior to receiving the items on the PO.
3. Maintain PO number from original PO for newly created PO
Clicking Yes will cause Top Up to use the original PO (e.g., 00093) number again on the newly created PO (e.g., 00093-1). This allows you to link the newly created PO to the original PO through the PO number.
Clicking No will cause Top Up to create a new PO number for the newly created PO, treating it as an independent PO from the original PO.