How to import a Purchase Order into a Consignment (Receipts & Costings)

How to import a Purchase Order into a Consignment (Receipts & Costings)

Step 1 : Go to SIMS > Main > Purchases > Receipts & Costings.



Step 2 : In the Invoice List tab, choose the consignment required from the list.



Step 3: Click on the Invoice Lines tab, select Invoice Details and click on Import P/Order.



Step 4: If you know the purchase order number, enter it into the P/Order No field, or press Shift + ? to bring up the P/Order Search.



Step 5: Select PO from List.



Step 6: Fill in 'Import Purchase Order' as needed and press Import.



Step 7: In the next box, update details and prices if needed, and save. 



A pop-up will alert you that the PO has been imported successfully. 

If the PO items are received in full, then it will automatically be updated in the PO List as 'Closed'. If there are pending items, it will remain listed as 'Open'.

Related Articles:

    • Related Articles

    • How to amend consignment reference in Receipts and Costings

      To amend the consignment reference in Receipts and Costings: Clear the WinSIMS screen from any open windows; do not minimize but close all open WinSIMS windows. Without opening any new windows, go to Main > Purchases > Receipts and Costings, and ...

    • Reversing a consignment in SIMS

      Question:  I just updated a consignment from the Receipt & Costing Module, can I reverse it? Answer:  SIMS includes a function to enable users to reverse a consignment updated into stock.  The option is available from the Receipt & Costing Module as ...

    • How can I control different VAT codes on the same consignment?

      There are two main options to control VAT codes while posting a consignment. These can be set up depending on the type of trade performed by the company. The two settings are the following: Option 1: Default VAT code set on the Supplier The setting ...

    • Import Gateway - Transactions

      The Shireburn Financial Manager (SFM) provides facilities to allow the importing of accounting data from third-party applications and/or your own work sheets into SFM. The options include the import of Nominal, sales and purchase transactions. ...

    • Reprint Sales and Purchase documents

      SFM allows you to print of the following documents that can be sent to your clients or suppliers: Sales Invoices, Cash Sales, Credit Notes and Cash Returns – Free Text Sales Receipts Supplier Remittance While posting the above transaction, the system ...