App Help - Purchase Orders

Bean Team avatar Stuart Cantwell avatar Lili Mörschbächer avatar
55 articles in this collection
Written by Bean Team, Stuart Cantwell, and Lili Mörschbächer
Managing Purchase Orders

Reopen a closed purchase order

Re-open a closed purchase order, Can I reopen a PO, Closed PO, Vendor purchase order
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Close a purchase order

Closing a purchase order, details view of committed PO, Invoice purchase order match, Can I close a purchase order after it has been matched
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Reset a purchase order

Resetting a purchase order, Editing data, Actions button, How do I reset a PO
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How do I approve purchase orders, PO?

How do I approve purchase order, PO? Approval channels, approving and rejecting PO.
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Is selecting a vendor mandatory for purchase orders

Selecting a Vendor for a Purchase Order is not mandatory, Do I have to select a vendor for my PO?
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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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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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What does the 'Wildcard" checkbox do when I am adding a list item to the PO?

Wildcard, List Item, Search
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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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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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Backup and Additional Pages / Documents

How do I add additional pages to my Purchase Order and Invoice? Adding more pages to invoice and PO, Add backup pages to PO & invoice,
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Are comments on POs allowed to be changed or edited?

Changing and editing comments
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Why can't I make changes to a PO?

Cannot edit or make changes to a purchase order
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Do I have to add taxes to my PO?

Adding Taxes or Tax Field to Purchase Order
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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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How do I retrieve a deleted Invoice or PO?

Retrieving deleted invoices and purchase orders, Staying in the system
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Can I see my committed costs in Beanworks?

Committed costs, Remaining amount, Purchase Orders
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Can I choose the columns and column order of POs in Beanworks?

Customizing columns within purchase order module
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Approving Purchase Orders

How do I submit a PO for approval?

Submitting a purchase order for approval
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Update purchase order coding during approval

Changing the coding of PO in approval stage, How do I change PO coding during approval? Update purchase order coding
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Can I get a notification when a PO I created is approved?

Receiving email notifications on approved purchase orders
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Why do I see a save button when I am approving my PO?

Saving the coding of a purchase order
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Can I save my PO without submitting it for approval?

Saving purchase orders without submitting it for approval
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Can I write a comment before approving or rejecting a PO?

Commenting on purchase orders before approval
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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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Can I see who approved the PO before me?

Viewing all the approvers of the purchase order, approval history
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I cannot submit for approval

Unable to submit a purchase order for approval
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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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Can I approve or reject multiple PO's at once?

Approving and rejecting many purchase orders
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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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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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