DSM Instructional – Table Maintenance – Purchase Orders

 

These instructions cover the Purchase Orders configuration found under table maintenance

Go to File > Maintain Tables > Purchase Orders, and you will see the following screen:

Edit existing vendors by double clicking, or click Add.  Clicking add will add a new vendor as seen here.

 

Vendor Entry / Edit Screen

GENERAL (F2)

As seen here.  Enter the vendor name and contact information on the left.  Add notes on the right.

 

PO List (F3)

The PO list tab shows any PO’s that have ever been entered for this vendor.  Screen can be sorted by clicking the columns or dragging them side to side.  You can print any po’s shown here or view.

 

Email Log (F4)

The Email log is a helpful screen because it shows any contact you’ve had between the Vendor and your business.  You can view, print, resend the email and view any attachments that accompanied the communication.

 

DOCS (F5)

The DOCS tab, as with others in DSM is a useful tool in storing scanned items or files relevant to the vendor.  And, as with all other document manager screens in DSM, you can tell the system to print the item whenever you bill or place an order.  A helpful feature.