How can I troubleshoot common issues with purchase orders in Design Manager?
When managing purchase orders (POs) in Design Manager, users may encounter challenges during creation or transitioning a purchase order's status. This article outlines the common causes of these issues and provides troubleshooting steps to resolve them.
Common Issues During Purchase Order Creation
If you're unable to convert a reference into a PO, verify the following:
Vendor Information: Ensure that a vendor is assigned to all components.
Ship-To Code: Check that a ship-to code is filled in for all components.
Reference Status: Confirm the reference is not set to 'Completed' or 'Inactive.'
Resolution Steps:
If any of the above conditions are not met, adjust the details in your reference and attempt to create the PO again. Ensure that all mandatory fields are filled in accurately before proceeding .
Issues Converting a Purchase Order to PDF
If a purchase order is stuck in a "Pending" state and won’t convert to a PDF, follow these steps:
Click the "Pending" link for the PO multiple times to trigger the PDF generation.
If the PDF does not generate, refresh your web page to retry.
Clear your browser's cache and cookies, then try generating the PDF again.
These actions often help to transition the PO from a Pending state to a generated PDF correctly.
Additional Preventative Tips
Regularly review and update vendor and ship-to information to avoid data entry issues.
Frequently clear your browser cache and cookies to ensure smooth system functionality.
By addressing these factors and following the troubleshooting steps, you can resolve common purchase order issues in Design Manager effectively.