PakEnergy Knowledge Base

G/L Part Master - PO Module

Published September 5th, 2024 by Sarah Stratton

G/L Part Master Purchaser Order > Master File Maintenance > G/L Part Master For each Vendor issued a PO, you can enter part numbers for the parts, supplies and/or services you purchase from this vendor. The vendor must be a valid Accounts Payable vendor. Select Add. Then enter the Vendor code. Assign a Part Number. You may create your own

User Security - PO Module

Published September 5th, 2024 by Sarah Stratton

Set up User Security Click "Add" to add a new PO User ID setup. PO User ID All Purchase Order users must be already defined with a Pak Accounting User ID in Utilities – Global – System Security. Security does not have to be enabled; however, the User must be defined. In Purchase Order User Level Security Maintenance add each PO User ID and assign an

Pending Grid - PO Module

Published September 5th, 2024 by Sarah Stratton

This gives a user the ability to select a PO that is either pending submission or approval and select a new authorized user. Right-click on the Purchase Order and select a new user. The new approver will be able to submit the PO or approve it in the same capacity as the original selected user as long as they are already set up in security as an appr

Search by Keyword - PO Module

Published September 5th, 2024 by Sarah Stratton

Pak Accounting's Search by Keyword function in the Purchase Order module, menu item 14 allows for a purchase order to be found by searching on a header or detail line. With either of the preceding searches, the user can search for a word or phrase in a description, by a particular vendor or by Division Name. Pak Accounting will show the first 500 pu

View All - PO Module

Published September 5th, 2024 by Sarah Stratton

This menu item allows you to view all Purchase Orders in any status, you cannot make any changes to this screen if they are completed. If you must correct a Purchase Order you will need to do so by entering a new correcting PO in Enter PO.

Edit Listing - PO Module

Published September 5th, 2024 by Sarah Stratton

The Purchase Order Edit Listing provides the ability to view Purchase Orders and their detail to include comments. This listing can be refined by PO number, vendor number, work order, type, stage, expected date, issue date, and "Ship To" as desired. View, print, or save the file.

Update Grid - PO Module

Published September 5th, 2024 by Sarah Stratton

When you are ready to update your Purchase Orders the system will update the Parts Maintenance, (On-Hand, On-Order, and average cost will be adjusted by the amounts on the PO) and all G/L Entries will be created and posted to the General Ledger (including any A/P and/or A/P accrual entries). If you have the optional A/P routing feature, the A/P entr