App Help - Purchase Orders

Bean Team avatar Julien Lavy avatar Lili Mörschbächer avatar
58 articles in this collection
Written by Bean Team, Julien Lavy, and Lili Mörschbächer
Managing Purchase Orders

Can I reopen a PO?

Re-open a closed purchase order
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Written by Bean Team
Updated over a week ago

How do I close a PO?

Closing a purchase order, details view of committed PO, PO matches
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Written by Bean Team
Updated over a week ago

How do I reset a PO?

Resetting a purchase order, Editing data, Actions button
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Written by Bean Team
Updated over a week ago

How do I approve purchase orders, PO?

How do I approve purchase order, PO? Approval channels, approving and rejecting PO.
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Written by Bean Team
Updated over a week ago

Do I have to select a vendor for my PO?

Selecting Vendor for Purchase Order
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Updated over a week ago

How do I get into the details view of the PO where I can see the PO image?

Entering the detailed view of a purchase order
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Written by Bean Team
Updated over a week ago

How do I change the OU or owner of multiple PO's at once?

Changing the organizational unit or owner of more than one purchase order at once
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Written by Bean Team
Updated over a week ago

What does the 'Wildcard" checkbox do when I am adding a list item to the PO?

Wildcard, List Item, Search
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Written by Bean Team
Updated over a week ago

How Do I Split a Line Item by Equal Parts or by Percentages?

Splitting line item into Percentages, Equal Parts, Split rows
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Updated over a week ago

Can I shrink the size of the PO, so I can see more pages at once?

Decreasing size of purchase order
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Updated over a week ago

How do I add additional pages to my PO?

How do I add additional pages to my PO? Adding more pages to the purchase order
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Written by Bean Team
Updated over a week ago

How do I reorder, change orientation or delete backup pages of my PO?

Changing the order of the pages in the purchase order
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Written by Bean Team
Updated over a week ago

Are comments on POs allowed to be changed or edited?

Changing and editing comments
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Written by Bean Team
Updated over a week ago

Why can't I make changes to a PO?

Cannot edit or make changes to a purchase order
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Updated over a week ago

Do I have to add taxes to my PO?

Adding Taxes or Tax Field to Purchase Order
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Updated over a week ago

Can I reassign, or change the OU for a group of POs at once?

Changing and re-assigning the organizational unit for a batch of purchase orders at once
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Updated over a week ago

Why would I setup a filter in the PO module?

Setting up a filter, Purchase Order, Search results
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Written by Bean Team
Updated over a week ago

How do I retrieve a deleted Invoice or PO?

Retrieving deleted invoices and purchase orders, Staying in the system
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Written by Bean Team
Updated over a week ago

Can I see my committed costs in Beanworks?

Committed costs, Remaining amount, Purchase Orders
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Written by Bean Team
Updated over a week ago

Can I choose the columns and column order of POs in Beanworks?

Customizing columns within purchase order module
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Updated over a week ago
Approving Purchase Orders

How do I submit a PO for approval?

Submitting a purchase order for approval
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Written by Bean Team
Updated over a week ago

How do I change PO coding during approval?

Changing the coding of PO in approval stage
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Updated over a week ago

Can I get a notification when a PO I created is approved?

Receiving email notifications on approved purchase orders
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Updated over a week ago

Why do I see a save button when I am approving my PO?

Saving the coding of a purchase order
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Updated over a week ago

Can I save my PO without submitting it for approval?

Saving purchase orders without submitting it for approval
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Updated over a week ago

Can I write a comment before approving or rejecting a PO?

Commenting on purchase orders before approval
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Updated over a week ago

Can I add, remove, rotate and change the order of pages while I am approving the PO?

Adding, removing, rotating, changing order of pages in purchase order module
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Written by Bean Team
Updated over a week ago

Can I see who approved the PO before me?

Viewing all the approvers of the purchase order, approval history
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Written by Bean Team
Updated over a week ago

I cannot submit for approval

Unable to submit a purchase order for approval
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Written by Bean Team
Updated over a week ago

How do I submit a group of PO's for approval all at once?

Submitting group of purchase orders for approval at once
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Updated over a week ago

Can I approve or reject multiple PO's at once?

Approving and rejecting many purchase orders
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Written by Bean Team
Updated over a week ago

I was alerted that I had a PO to approve, but when I log in there is nothing there, where is it?

Approving purchase orders, missing purchase orders
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Written by Bean Team
Updated over a week ago

I submitted a PO for approval, and I see that my approval has been automatically added to the PO. Why?

Submitting purchase order for approval, automatically approves
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Written by Bean Team
Updated over a week ago
Invoices and Purchase Order Matching

How do I see the invoices that are matched to a particular PO?

Viewing matched invoices and matched purchase orders, advanced search, actions icon
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Written by Bean Team
Updated over a week ago

How do I match Invoices and POs together and adopt the coding?

Matching purchase order to invoice, adopting coding, multiple POs, line items
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Written by Bean Team
Updated over a week ago

PO Feed: PO data in my ERP doesn’t match PO in Bean?

Purchase Order data not matching, ERP, Beanworks
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Written by Bean Team
Updated over a week ago

Why do I have to write a comment before rejecting a PO?

Rejecting a purchase order, making a comment,
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Written by Bean Team
Updated over a week ago

Can I match a PO to a line of an invoice only?

Matching a purchase order to line item in an invoice. PO matching.
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Updated over a week ago

How do I un-match a Purchase Order from an Invoice?

Removing a matched purchase order from an invoice
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Updated over a week ago

If my invoice is matched to a PO, can I see both the PO and the invoice image?

Viewing matched purchase orders with the invoice
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Updated over a week ago

How do I remove a match to a PO, if I don't want my invoice matched to that PO?

Removing a matched invoice to a purchase order
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Written by Bean Team
Updated over a week ago

Can I match a PO to an invoice if it is not fully approved?

Matching purchase order that is not approved to an invoice
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Written by Bean Team
Updated over a week ago

Can I make a match with POs in my ERP to invoices in Beanworks?

Matching purchase orders in ERP to invoices in Beanworks AP
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Written by Bean Team
Updated over a week ago

PO Imports

Importing Purchase Orders from ERP, Matching to an Invoice, Double Matching
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Updated over a week ago

Can I close a Purchase Order after it is matched to an invoice?

Closing a matched purchase order
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Written by Bean Team
Updated over a week ago