Release Notes 2021.03.23


Enhancements to the Purchase Order module in SchoolCash Accounting will save you time when making corrections or modifications to posted Purchase Orders. You can now modify, void, or complete a Purchase Order. This added flexibility reduces the number of steps that were previously required to make changes.
 


How to Modify a Purchase Order

Modifications must be enabled through account settings.

 

  • Navigate to the Purchase Order module.
  • Select a Posted Purchase Order.
    1. Please note that partially fulfilled purchase orders cannot be modified. 
  • Apply changes. 
  • Enter a reason for the change.
  • Save or cancel your changes. 

 

 

Void or Complete a Purchase Order
 

If a posted Purchase Order is no longer required, users can now void it.

  • Select a Posted Purchase Order.
  • Click Void button. 

 

 

Voided Purchase Orders are accessible under the List View tab. 

  • Select Voided filter.

 

If a partially fulfilled Purchase Order is no longer required, users can now complete it. 

  • Select the Posted Purchase Order.
  • Click Complete button.

 

Completed Purchase Orders are accessible under the ‘List View’ tab.

  • Select Invoiced filter
  • All completed Purchase Order have a new status Invoiced-Partially Fulfilled.