Blackpurl

There are different scenarios where the Dealership will be required to close out Vendor Orders - this article covers some of these scenarios

Scenario 1 

Vendor Order (VO) was created in error and there are no parts listed in the ORDER section on the VO

Result required - Dealership to delete the unused blank VO

A.    Vendor Order has the Status:  OPEN

B.    There a no listing part line items in the ORDER section and the value of the VO is zero

C.  Click on and then select

Scenario 2 

VO was created and part line items have been added and are sitting in the ORDER section of the VO but the VO has never been submitted

Result required - Line items need to be removed from the ORDER section and the VO will be deleted

A.   Vendor Order has the Status of OPEN

B.   Line Items are sitting in the ORDER section of the Vendor Order

C.   Click on each line item to open up the Actions section and click on the checkbox

D.  Then click on

Scenario 3

Vendor Order has been submitted and there are line items that have not been received but the Vendor has indicated that they will no longer supply so the Dealership needs to close down the relevant line items

Result Required: The line items that the Vendor will no longer supply will need to be noted as cancelled

Navigate to the relevant Vendor Order

A.   Vendor Order has the Status of ON ORDER 

B.   Line Items are sitting in the ORDER section of the Vendor Order with the status ON ORDER

C.   Click on each line item to open the ACTIONS section

D.  Click the checkbox

E.  Then click on  and then will change the status of the line item to now be cancelled

Scenario 4

Vendor Order has been submitted and there are line items that have been partially received but the Vendor has indicated that they will no longer supply the rest of the order or the dealership no longer require them

The Dealership needs to close down the unreceived items in the relevant line items

Result Required: The outstanding receiving on the partially received line items will disappear

A. Vendor Order has the Status of PARTIALLY RECEIVED

B. Line Items are sitting in the ORDER section of the Vendor Order with the status Partially Received

C.  Click on each line item to open the ACTION section

D.  Click the checkbox

E.  Then click on  and then will change the status of the line item to now show as STOCKED (if only a Vendor Receiving has been processed) or INVOICED (if a Part Invoice has been processed for the initial receiving)

For further information on what Report could assist you in cleaning up, review our article -

Reporting - All Vendor Orders