How to use order confirmations

Below you will find a short guide on how to use order confirmations and how the different dates are used in the system.

In CostTracker we have three date fields related to a purchase order (PO):

Delivery date - This is the delivery date on the PO that is sent to the supplier

Confirmed delivery date - This is the date the supplier has confirmed delivery the goods/services

Expected delivery date - This can be updated based on the latest available information. This field is also used for calculating expected payment dates in the cash flow module.

After a purchase order (PO) is sent to a supplier, you are able to confirm the order. You can do this by entering the relevant PO and selecting "Order Confirmation"

[Screen shot]]

Here you have the option to edit the delivery date (the PO delivery date is proposed as default). You can also add attachments and comments.

The confirmed delivery date will also update a date field "Expected delivery date". 

In the Receive section, you will see both the expected delivery date and the confirmed delivery date. If the confirmed delivery date is blank it means that the PO has not been confirmed.

[Screen shoot - Receive"]

If needed, the order confirmation can be edited and removed by entering the relevant PO. All actions will be logged in the audit trail.