Prerequisites
Ensure you have access to the admin console.
Step-by-Step Instructions
Part A: Assigning the Privilege
Step 1: Access the Admin Console
Log in and navigate to the admin console.
Step 2: Update an Existing Privilege OR Create a New Privilege
Updating an Existing Privilege:
Go to the "Manage Privileges" section, and create a new privilege with the ability to "Update Payment Status" assigned to it.
Step 3: Create a Role
Navigate to the "Manage Roles" section, create a new role, and assign the newly created privilege to this role.
Step 4: Assign the Role to Users
Go to the users and assign the newly created role to the required users.
Step 5: Save the Changes
Save the changes to ensure the roles and privileges are correctly assigned and save the changes to the users' profiles.
Part B: Enabling the Setting
Step 1: Go to Configurations
Navigate to the "Configurations" section.
Step 2: Access Company Settings
Click on "Company Settings."
Step 3: Navigate to Purchase Order Settings
Scroll down to the "Purchase Order" section.
Step 4: Enable "Enable Order Payment Status"
Enable the setting by selecting "Enable Order Payment Status."
Step 5: Save the Settings
Save the changes to apply the new configuration.
Part C: Marking the PO as Paid
Step 1: Go to the Purchase Order (PO)
Locate and open the PO that you want to mark as paid.
Step 2: Go to Actions
Navigate to the "Actions" menu within the PO.
Step 3: Click on "Update Payment Status"
Select the "Update Payment Status" option from the menu.
Step 4: Fill in the Payment Details
Enter the amount paid in the relevant field and submit the form. Once submitted, the paid amount will reflect, marking the PO as paid.
