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DrillDown Icon Table of Contents Back
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DrillDown Icon System Administrator
DrillDown Icon Security System
DrillDown Icon Trigger Setup
DrillDown Icon System Setup
DrillDown Icon Quick Start
DrillDown Icon Operations Manuals
DrillDown Icon Accounting Manuals
DrillDown Icon Accounting Setup
DrillDown Icon Accounts Receivable
DrillDown Icon Accounts Payable
DrillDown Icon Prerequisites
DrillDown Icon Introduction
DrillDown Icon PO Receipt Reconciliation
DrillDown Icon Prerequisites
DrillDown Icon Introduction
DrillDown Icon Fields & Definitions
DrillDown Icon How To .....
DrillDown Icon Find a PO Reconciliation Record
DrillDown Icon Add a PO Reconciliation Record
DrillDown Icon Edit a PO Reconciliation Record
DrillDown Icon Transfer a PO Reconciled PO Receipt to A/P
DrillDown Icon Attach a Related Document
DrillDown Icon Reports
DrillDown Icon Manual A/P Entries
DrillDown Icon A/P Aging
DrillDown Icon Payment Sheduling
DrillDown Icon AP Offset
DrillDown Icon Debit Memo
DrillDown Icon Bank Reconciliation
DrillDown Icon How to Process Credit Card Payments
DrillDown Icon FAQs
DrillDown Icon General Ledger
DrillDown Icon Accounting Transaction flow examples
DrillDown Icon FAQs - General Accounting
DrillDown Icon System Utilities
DrillDown Icon Definitions
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Attach a Related Document

Find an existing PO Reconciliation Record, or Add a new PO Reconciliation record.

Depress the   button, and enter password.

The following screen will appear:

Depress the Add record icon, enter in a Document Number, REV, Doc Description, Doc Date, Doc Note; 

  

To load a document double click in the PDF File field and the following screen will appear:

Depress the Load Document button and the following screen will appear:  The PDF screen will allow you to load almost any type of document; (Word, Excel, pdf, Images, etc .... )

Locate the document and double click on it and the document will populate screen.

Depress the Save record icon to save or depress the Abandon changes icon to abandon changes.  The following screen will appear:

Depress the Save record icon to save or depress the Abandon changes icon to abandon changes.  

Once documents are saved the "View PO Reconciliation Related Documentation" button will display in Red.

 

Article ID: 2394