A purchase that needs review should be checked.
When a Purchase has a "Needs Review" Badge it's indicating that something Ordered from a Vendor doesn't match what was Received. Here's how you review it:
- Click on the Purchase # to open the purchase
- There are two tabs:
- Order Form: showing what was ordered
- Received Lots: showing what was received and how it compared to what was ordered from the vendor
- Click on "Received Lots" and notice the differences communicated between what was ordered and what was received
- To correct the issue, there may be a few different solutions depending on what inventory was actually received:
- Correct what was received to reflect what was ordered on the purchase
- Correct the purchase to match what was received
- Ignore the differences and close the purchase if the differences are minor/acceptable