Transfer Order – Receiving

Overview and Process A transfer order is a construct created for the purpose of shipping inventory from one location to another within your company, providing appropriate paperwork and audit trails.  This document will discuss the process of receiving from an...

Purchase Order – Creation

Overview – Salesforce Purchase Order Creation in Ascent This document will serve as an overview of the functionality available via Salesforce Purchase Orders (PO) to create a purchase order record in Ascent. Definition: Purchase Orders are objects/records in...

Purchase Order – Receipts

Overview and Process To access the Receive PO function, click on the down arrow next to the Change Owner button: This screen will appear, which displays the purchase order lines to be received. There are many options on how to receive purchase order lines: Check the...