Purchase order receipt process

It is now possible to handle purchase orders and purchase order receipt documents on the mPOS workstation. A purchase order (PO) is a trade document containing items or services ordered from selected vendors/sellers. A purchase order receipt (POR) is a document confirming the receipt of items from a vendor into stock under certain purchase conditions. It results in an increase in the quantity of resources in stock.

As part of the handling of purchase order receipt processes in Comarch mPOS, it is now possible to:

• Preview purchase order (PO) documents generated in the ERP system in the list of warehouse receipts

• Filter the list of warehouse receipts according to:
  • Expected delivery date: newest/oldest first
  • Date of issue: newest/oldest first
  • Status – available statuses include:
    • Unconfirmed
    • Pending
    • Canceled
    • Closed
    • Completed
    • Confirmed
• Expected delivery date (as a date range)
• Date of issue (as a date range)
• Document type – available types include:
  • All
  • WM-
  • PO
  • POR
  • Target warehouse
  • Vendor
• Preview the details of a purchase order document, including:
• General information concerning a document status, expected date, warehouses, document reference number, vendor, and associated warehouse receipt documents
• Take receipt of a purchase order document
• Park a purchase order receipt document
• Take receipt of all purchase order items, using the [Receive All] option in the top menu
• Display item details
• Generate several PO receipt documents from a single order

Dedicated settings have been introduced in Comarch ERP Enterprise system to support this functionality. The following fields have been added in Customizing → Multi-channel sales → Comarch Retail POS:

• Reception: Send purchase order, including the options:
  • Order status “ordered”
  • Status “released” without order document

The field determines the configuration of purchase orders that are to be sent to mPOS workstations.

• Parameter “Receipt all”- button: purchasing reception

Activating the parameter allows displaying the [Receive All] button on the mPOS workstation, which makes it possible to take receipt of all purchase order items.

When creating a purchase order in Comarch ERP Enterprise, it is necessary to export data using the batch application POS update warehouse documents for the document to be sent to the POS workstation.

In Comarch ERP Standard system, dedicated configuration parameters synchronized by Comarch mPOS have been introduced. On the General tab of the POS workstation tab, there is a new section Documents, containing the following parameters:

• Show purchase prices in POR
• Show ‘Receive All’ button in POR

By default, the parameters are not selected, and may be freely adjusted at any time.

For a purchase order document issued in Comarch ERP Standard system to be processed on the mPOS workstation, the following conditions need to be met:

• Process in POS parameter selected on the PO form
• Transaction type: National
• VAT direction: On Total
• Reverse charge parameter unselected

Refreshing the order list

The ergonomics of refreshing the sales order list has been improved. Since the new version, it is possible to refresh the sales order list by holding it and dragging down. Owing to this, the user can quickly access updated documents and does not need to return to the main menu.