Manage PO spending limits
This topic is under construction. It may be incomplete and is subject to change.
When to use this procedure
Follow the steps below to create, update, and delete spending limits on purchase order numbers.
George Washington Elementary has many teachers who shop for their classrooms using purchase order numbers for the school. In this way the school is billed for their purchases, the teacher is not. To control spending, G.W. Elementary administrators set spending limits on each purchase order limit based on the needs of the classroom. These change each year and you set them up in AMIsi with associated contacts (teacher who can purchase against the PO). As the teacher makes purchases against the purchase orders, his or her total spending balance decreases making it simple for the school to track each teacher's spending.
Steps to complete
- On the Modules menu, point to Customer and click PO Spending Limit. The Pick Customer window displays.
- Search for and highlight the customer for which you want to assign a purchase order number spending limit and click Select. The PO Spending Limit window displays.
- Click Add. The window refreshes.
- Enter the customer-provided purchase order number in the PO# box.
- Enter a description for the spending limit in the Desc box.
- Enter the name of the person who has the authority to use and purchase against this purchase order number in the Contact box.
- Enter the total dollar amount available to charge against this purchase order number (the spending limit) in the Total box.
- Enter the date the spending limit becomes effective, if different from the default, in the Date box.
- Enter the date the purchase order number spending limit can no longer be used in the Expires box.
Did you know? To quickly enter today's date in any Date boxes, press T on your keyboard. To quickly back-date or forward-date by one day, use the Hyphen key (-) and Equal key (=) on your keyboard (alternatively, use the Minus Sign and Plus Sign keys on your keyboard number pad). To quickly back-date or forward-date by one month, use the Page Up and Page Down keys on your keyboard. Press F6 to display a calendar and select a date.
- Select the employee responsible for entering this purchase order spending limit, if different from the default, in the Employee box.
- Enter any notes regarding the spending limit, if necessary.
- Click Save.
- On the Modules menu, point to Customer and click PO Spending Limit. The Pick Customer window displays.
- Search for and highlight the customer for which you want to edit a purchase order number spending limit and click Select. The PO Spending Limit window displays.
- In the grid, highlight the row for which you want to edit the spending limit. The boxes on the right populate with information for that PO spending limit.
- Revise any of the details as necessary.
- Click Save.
- On the Modules menu, point to Customer and click PO Spending Limit. The Pick Customer window displays.
- Search for and highlight the customer for which you want to delete a purchase order number spending limit and click Select. The PO Spending Limit window displays.
- In the grid, highlight the row you want to delete. The boxes on the right populate with information for that PO spending limit.
- Click Delete.
- Click Yes on the message that displays.