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App Help - Purchase Orders
App Help - Purchase Orders
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55 articles in this collection
Written by
Bean Team,
Neha Gupta,
Stuart Cantwell
and 1 other
Hide the Purchase Order Number
Hide the purchase order number till the purchase order is approved.
Written by
Neha Gupta
Updated over a week ago
Purchase Order Offering
Purchase Requisition, Purchase Orders, Purchase Order Approvals, Committed Purchase Order, Closed Purchase Order
Written by
Neha Gupta
Updated over a week ago
When does a Purchase Requisition become a Purchase Order?
Difference between Purchase Requisition and Purchase Order. Why does my pdf show Pending Approval.
Written by
Neha Gupta
Updated over a week ago
Customize purchase order image / template
How do I change what is printed on the purchase order? Can I customize what is included in a PO? PO status on the image.
Written by
Stuart Cantwell
Updated over a week ago
Imported Purchase Order - Image Generation
Why can't I see the Purchase order image? Purchase Order images are created on demand instead of on import, Imported purchase order
Written by
Stuart Cantwell
Updated over a week ago
Delete a Purchase Order
Deleting a Purchase Order, How to delete a purchase order,
Written by
Lili Mörschbächer
Updated over a week ago
Managing Purchase Orders
Reopen a closed purchase order
Re-open a closed purchase order, Can I reopen a PO, Closed PO, Vendor purchase order
Written by
Bean Team
Updated over a week ago
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
Written by
Bean Team
Updated over a week ago
Reset a purchase order
Resetting a purchase order, Editing data, Actions button, How do I reset a PO
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.
Written by
Bean Team
Updated over a week ago
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?
Written by
Bean Team
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
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
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
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
Written by
Bean Team
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
Written by
Bean Team
Updated over a week ago
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,
Written by
Bean Team
Updated over a week ago
Are comments on POs allowed to be changed or edited?
Changing and editing comments
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
Written by
Bean Team
Updated over a week ago
Do I have to add taxes to my PO?
Adding Taxes or Tax Field to Purchase Order
Written by
Bean Team
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
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
Written by
Bean Team
Updated over a week ago
Can I see my committed costs in Beanworks?
Committed costs, Remaining amount, Purchase Orders
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
Written by
Bean Team
Updated over a week ago
Creating Purchase Orders
How do I create and code a purchase order, PO?
How do I create and code a Purchase Order? PO, Wildcard, split by percentages and equal rows, backup pages, submit for approval
Written by
Bean Team
Updated over a week ago
PO Feed: I cannot find imported PO
Importing Purchase Order, Closed Status, Syncing
Written by
Bean Team
Updated over a week ago
Coding Purchase Orders
Do I need to fill in every field of the PO right away?
Is it required to code every field of a purchase order immediately
Written by
Bean Team
Updated over a week ago
How Do I Add or Remove Coding Lines on my PO?
Tab, Add line item, Edit button
Written by
Bean Team
Updated over a week ago
How do I code another user's Purchase Order?
How do I code someone else's Purchase Order (PO)?
Written by
Bean Team
Updated over a week ago
Approving Purchase Orders
How do I submit a PO for approval?
Submitting a purchase order for approval
Written by
Bean Team
Updated over a week ago
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
Written by
Bean Team
Updated over a week ago
Can I get a notification when a PO I created is approved?
Receiving email notifications on approved purchase orders
Written by
Bean Team
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
Written by
Bean Team
Updated over a week ago
Can I save my PO without submitting it for approval?
Saving purchase orders without submitting it for approval
Written by
Bean Team
Updated over a week ago
Can I write a comment before approving or rejecting a PO?
Commenting on purchase orders before approval
Written by
Bean Team
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
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
Written by
Bean Team
Updated over a week ago
I cannot submit for approval
Unable to submit a purchase order for approval
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
Written by
Bean Team
Updated over a week ago
Can I approve or reject multiple PO's at once?
Approving and rejecting many purchase orders
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
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
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
Written by
Bean Team
Updated over a week ago
Invoice - Purchase Order Match
Match purchase order to invoice, adopt PO coding, multiple POs, How do I match invoices and POs together, How to remove the po match
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
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,
Written by
Bean Team
Updated over a week ago
How do I un-match a Purchase Order from an Invoice?
Removing a matched purchase order from an invoice
Written by
Bean Team
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
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
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
Written by
Bean Team
Updated over a week ago
PO Imports
Importing Purchase Orders from ERP, Matching to an Invoice, Double Matching
Written by
Bean Team
Updated over a week ago
Reporting Purchase Orders
Can I report on POs?
Creating reports, Purchase orders
Written by
Bean Team
Updated over a week ago
Send a purchase order to the vendor
Sending purchase order to a vendor, How can I send a purchase order to a vendor? How can I create a pdf of a purchase order?
Written by
Bean Team
Updated over a week ago
How do I print a copy of my PO?
Printing purchase order copy
Written by
Bean Team
Updated over a week ago
Can I report on my committed costs?
Reporting on committed purchase order costs
Written by
Bean Team
Updated over a week ago