Training Lab - Parts - Purchase Order 1

Training Lab - Parts - Purchase Order 1


DealerVu Training
Purchase orders Lab 1

 
Objective(s)
At the end of this lab, you will be able to use the Purchase Order Filter to find existing Purchase Orders and Vendor invoices.
 
Before you begin
You will need to be logged onto DealerVu and be on the home page of DealerVu.

Exercise 1
 
In this exercise, you will learn how to access the Purchase Order Filter window and how to look up purchase orders and vendor invoices for a specific vendor.

1. From the DealerVu home page, click on Parts Sales and Management;
2. Select Part Purchase Orders in the right panel;
3. On the Purchase orders screen, select a vendor in the Vendor field using the drop down menu;
4. Unselect the Start Date field;
5. Click on Refresh;
6. You will get a list of all purchase orders that have been done for the selected Vendor;
7. In the search results, click on the column heading called “Date”;
8. All the purchase orders and vendor invoices will be sorted in order of oldest to newest;
9. In the search results, click on that column heading called “Date” a second time;
10. All purchase orders and Vendor invoices will be sorted in the order of the newest to oldest.

Exercise 2
 
In this exercise, you learn how to look up purchase orders and vendor invoices from a specific date range.

1. From the DealerVu home page, click on Parts Sales and Management;
2. Select Part Purchase Orders in the right panel;
3. On the Purchase order screen, select July 1 2017 in the Start date field using the calendar;
4. In the End Date field, select July 31st 2017 using the calendar;
5. Click the Refresh button;
6. All purchase orders and vendor invoices that were created from July 1st to July 31st will be listed.

Exercise 3
 
In this exercise, you will learn how to look up purchase orders and vendor invoices that have been submitted and which contain a specific part.

1. From the DealerVu home page, click on Parts Sales and Management;
2. Select Part Purchase Orders on the right panel;
3. On the Purchase order screen, insert the part number 124301 in the Part number field;
4. In the Status field, use the drop down and select Submitted;
5. Unselect the Start Date field;
6. Click Refresh;
7. All purchase orders that contain this part and for which the status is “Submitted” will be listed.