CLOSING OUT VENDOR ORDERS (VO)


Scenario 1 


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


Result required - Dealership to delete the unused blank VO


Navigate to the relevant VO
User-added image


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 User-added image and then select User-added image
Result: This VO is totally deleted and there will be no reference of it anywhere in Blackpurl

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.  


Navigate to the relevant VO

User-added image
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 User-added image
D.  Then click on User-added image
Once there are no line items sitting in the ORDER section, then you can delete the VO as per process in Scenario 1.

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

User-added image

  

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


User-added image

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 partial received line items will disappear.


Navigate to the relevant Vendor Order 

User-added image

  

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 User-added image
E.  Then click on User-added image 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).
User-added image

For further information on what Report could assist you in clean up, review our article -Reporting - All Vendor Orders