Progress Notes

A Progress Note is a document which may be added to a Purchase Order or Goods Received Note to record the details of the order's progress and any changes to expected/target/ship dates. Progress Notes may be added for:

• a whole Purchase Order;

• an individual Purchase Order line;

• a whole Goods Received Note; or

• an individual Goods Received Note line.

Progress Notes enable you to record the detail of contact between your own company and the Suppliers and additional shipping/haulage companies involved in the progress of a Purchase Order and its related Goods Received Note - or individual lines within the document. This contact might be in the form of a telephone call, a one-to-one conversation, email, letter, or fax.

Adding Progress Notes enables users in your business to keep tabs on an order's progress. This is especially useful if you have pending Sales Orders for these goods and it is vital that goods are shipped and received on time. They are also helpful in co-ordinating the receipt into stock of goods from large or multiple orders.

For examples, which explain further about what Progress Notes are and how/when/why they might be used in a number of situations, see Using Progress Notes: Examples.

You may add as many Progress Notes to an order or line as required. See Adding Progress Notes.

Progress Notes may also be viewed, edited and deleted. See Viewing, Editing And Deleting Progress Notes.

The User's ability to perform these tasks is based on their available User Permissions. See Enabling Progress Notes.

Note: Progress Notes may be used alongside the date fields on Purchase Order headers and lines in reviewing Supplier performance. See Purchase Order Date Fields And Supplier Performance.

This section covers:

• Enabling Progress Notes

• Using Progress Notes: Examples

• Adding Progress Notes

• Viewing, Editing And Deleting Progress Notes

NEXT: Enabling Progress Notes