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  1. Go to Project Material Plan

    1. P/A>Projects>Enter/Edit Projects | Materials Button

  2. Click “Ship Pick Ticket” button

  3. F9 to select your Pick Ticket

  4. Use Lightning Bolt to process

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Creating a Staging PO

In addition to Pick Tickets, you can actually receive PO’s into Stage. This will mark the item as Issued and Staged when the PO is received.

Create Staging PO

To create a Staging PO, just select Stage when creating the PO

  1. Go to Project Material Plan

    1. P/A>Projects>Enter/Edit Projects | Materials Button

    2. P/A>Materials>Project Materials

  2. Click “Create PO’s” button

  3. Select “Stage” for all Vendors that are for Staging

  4. Hit Lightning Bolt to create PO

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Receive Staging PO

Receiving a Staging PO is the same as receiving any other.

  1. Go to Receive PO screen

    1. PUR>PO Receiving Processing>Receive Items

  2. Enter the PO number or Hit F9

  3. Enter Quantities to be Received

  4. Hit Lightning Bolt to Process Receipt.

The items will now show as Issued and Staged.

Once Items are Staged

Now that the items are staged, you can see the items are Issued and Staged. At this point, they can either be returned if this was done in error, or you can Ship it from Stage when it is ready.

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  1. Go to Project Material Plan

    1. P/A>Projects>Enter/Edit Projects | Materials Button

    2. P/A>Materials>Project Materials

  2. Click “Return Ticket” button

  3. Select your items

  4. Hit Complete to Create

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  1. Go to Project Material Plan

    1. P/A>Projects>Enter/Edit Projects | Materials Button

    2. P/A>Materials>Project Materials

  2. Click “Create Pick Ticket” button

  3. Select “No, Shipping Pick Ticket

  4. Select your Items

  5. Hit Complete

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  1. Go to Project Material Plan

    1. P/A>Projects>Enter/Edit Projects | Materials Button

    2. P/A>Materials>Project Materials

  2. Click “Ship Pick Ticket” button

  3. F9 to select your Pick Ticket

  4. Use Lightning Bolt to process

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