I have two questions.
1. How do you clear out all transactions in a dataset? We have
randomly clicked around in our SL install so much that we are up over
1100 in both vendor invoices and AP stuffs. But we have only really one
vendor invoice input! We would like to clear out all invoices, orders,
POs, and start over at 1000.
2. How do you perform a transaction? (Such a small question, such a
large confusion!)
Here is what we have been doing, I need to know if it is the correct
thing to do.
Two purchasing scenarios. The first, the company buys something from
someone. The second, the employee buys something from someone, and
expenses it.
Under the first purchasing scenario, we do the following steps:
1. Order Entry, Add Purchase Order.
This ensures that we have a vendor set up for who we are
purchasing from, and that we have part numbers for each
of the parts we are purchasing.
2. Inventory, Merchandise Received.
We then fill out the "Add Vendor Invoice" form, showing
that we received parts which were on the earlier PO.
(We are confused that we cannot simply fill in the
"Order Number" field, hit "Update Form", and have it come
up with our previous PO.) We say what has come in on
the invoice, which is basically dropping hard drives off
that we bought at Hardly Normals. What Invoice Number should
we use here? There isn't really an invoice from any vendor,
since we just bought the stuff.
The other scenario is a little more complicated, at least it is
confusing to us. We don't always have our company check book with us,
nor do we have our corporate credit cards, or whatever. So we buy
something with our own credit cards or our own cash. Then we fill out
an expense report, and get reimbursed from the company.
We kind of have an idea of what needs to happen, but aren't quite sure.
Do we do the same thing as what is done in the previous situation, but
then try to pay a different vendor, the employee? Do we have the
employee "invoice" us? We are basically confused as all get out on this
matter, and would appreciate any pointers.
rob
