Several of the tutorials available as 'dead tree' books have step-by-step instructions for using Purchase Orders.  

See this thread:

http://sagecity.na.sage.com/support_communities/sage_50_accounting_ca/f/148/p/58505/221095.aspx#221095

The Sage tutorial books have a few pages on Purchase Quotes and Purchase Orders, in the Print version of the 2014.1 Study Guide they're discussed in the Level 2 book.

If your client is using Sage 50 Canadian, it's important that they have a good Purchase Order tracking / management system outside of Sage 50 (i.e. keep sent emailed Purchase Orders, or print and file numerically).

Once a Purchase Order is filled, it's like it never existed.  

- The number can be re-used with no warning.

- Old PO numbers can be typed into invoice screens.

- Sage 50 does not allow looking up all the invoice(s) from the purchase order.

- There are no reports that reference filled Purchase orders.

 - Purchase Order numbers do not show anywhere in Accounts Payable - not on Payments, not on any aging reports.

But...  It is possible to look up an individual purchase order, and look at it on the screen.

There are really no controls on pricing for Purchase Orders, other than a careful comparison of the original (paper) and the vendor invoice (paper).  

Quotes can be turned into Purchase orders, but after you do that, it's like the quote never existed.   So they're not really useful unless the standard process is that each quote will end up as its own separate order.

I hope that helps, feel free to contact me on or outside of this forum if you need any help.

Several of the tutorials available as 'dead tree' books have step-by-step instructions for using Purchase Orders.  

See this thread:

http://sagecity.na.sage.com/support_communities/sage_50_accounting_ca/f/148/p/58505/221095.aspx#221095

The Sage tutorial books have a few pages on Purchase Quotes and Purchase Orders, in the Print version of the 2014.1 Study Guide they're discussed in the Level 2 book.

If your client is using Sage 50 Canadian, it's important that they have a good Purchase Order tracking / management system outside of Sage 50 (i.e. keep sent emailed Purchase Orders, or print and file numerically).

Once a Purchase Order is filled, it's like it never existed.  

- The number can be re-used with no warning.

- Old PO numbers can be typed into invoice screens.

- Sage 50 does not allow looking up all the invoice(s) from the purchase order.

- There are no reports that reference filled Purchase orders.

 - Purchase Order numbers do not show anywhere in Accounts Payable - not on Payments, not on any aging reports.

But...  It is possible to look up an individual purchase order, and look at it on the screen.

There are really no controls on pricing for Purchase Orders, other than a careful comparison of the original (paper) and the vendor invoice (paper).  

Quotes can be turned into Purchase orders, but after you do that, it's like the quote never existed.   So they're not really useful unless the standard process is that each quote will end up as its own separate order.

I hope that helps, feel free to contact me on or outside of this forum if you need any help.