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The normal activity flow in the Orders system will include creating new orders, recording the receipt of the materials, recording the invoices on each order, and transferring inventory items to expense accounts and job schedules as the inventory is used.
| 1. | Create orders - Orders may be created by selecting the Purchase Orders, Stock Orders, Subcontractor Orders, or Stock Requests options from the main menu of the Orders module. |
| 2. | Record shipments (receivers) on orders - As shipments of goods are received, the shipments may be recorded through the Receivers option. Posting of the receivers is strictly optional but this step will update the inventory master with the quantity on hand for stock orders. Do not record shipments through the Inventory module except when establishing the beginning balances of each inventory part number. |
| 3. | Process vendor invoices on orders - Unpaid invoices related to purchase orders, stock orders or subcontractor orders may be entered through the Invoices option of the Orders module and then posted throughout the accounting system. Do not process accounts payable invoices related to orders through the Payables module as they cannot be linked to an order number. |
| 4. | Fulfilling stock requests - If stock requests are created, the orders may be fulfilled at a later time. The Stock Request option simply creates the order with the list of items that will be required from inventory. The Stock Fulfillments option records the stock transfers from inventory to the jobs. |
| 5. | Printing order reports - There are currently five reports available in the Reports menu of the Orders system. Detailed reports of orders and receivers may be printed at any time. |
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