Material Purchase Order Numbers

Overview

Manufacton supports both company-based and project-based Purchase Order formats and sequencing.

If your company has a standard PO format, that format can be set as a company standard in your Manufacton App & Project Setup Account Settings.

If there is a project-specific PO format that differs from your company standard, a separate PO format can be established on a project-by-project basis in the Project's Company Project Settings.

In either case, when a Material Order is moved into the Ordering/Shipping stage, that company or project format will be applied with the next available number in the sequence.

 

Details

Company Purchase Order Numbers

To establish a standard Company Purchase Order format standard:

1. Select App & Project Setup
2. Company Profile
3. Account
4. Select the Edit pencil in the upper right
5. Select the Generate checkbox to enable the use of company-wide PO Numbers
6. Establish the desired "Prefix" format for your company
7. Select the "Start At" number - the number which the next Material Order to be moved to the Ordering stage will use
   • Note: The "Start At" number can only be edited after the "Prefix" has been edited
8. Note the preview of the "Next Number" to be used
9. Select the Save checkbox

 

Project Purchase Order Numbers

To establish a unique Project Purchase Order format standard:

1. Select App & Project Setup
2. Projects - Select the project for which the standard is to be applied
3. Select Company Project Settings
4. Select the Edit pencil in the upper right
5. Select the Generate checkbox to enable the use of company-wide PO Numbers
6. Establish the desired "Prefix" format for the project
7. Select the "Start At" number - the number which the next Material Order in this project to be moved to the Ordering stage will use
   • Note: The "Start At" number can only be edited after the "Prefix" has been edited
8. Note the preview of the "Next Number" to be used
9. Select the Save checkbox

Note:  When a Project Purchase Order Number is applied to a project any established
       Company Purchase Order Number will be ingored in favor of the Project settings.

Applying a Purchase Order Number

Whether a Company or Project Purchase Order Number is established, once a Material Order is moved through to the Ordering / Shipping stage, the established Purchase Order Number format with the next available number in the sequence will be entered in the "Purchase Order" field.