The Release Orders screen allows users to release orders that are ready to be invoiced. Most districts elect to release order once they have been marked as being received via Purchasing/Accounts Payable > Receive Orders. Orders can be released and received at the same time from the Receive Order screen.
1. From the Purchasing/Accounts Payable menu, click Release Orders.
The Release Orders screen displays all purchase orders ready to be released and invoiced, along with the PO number, Vendor name, the amount Received/Unreleased, the Item Number, and the Description.
You only have access to release orders associated with facilities for which accounting strips permissions are given for AP via Setup > Accounting Strips.
2. Click the Release check box in the first column to release all items part of the order at once. When you select the Release check box in the first column, the check boxes in the second Release column are automatically selected for all items a part of the purchase order.
3. Select the check boxes in the second Release column to release individual items part of purchase orders. If there is only one item in the purchase order, selecting the check box in the second Release column will automatically select the check box in the first Release column.
4. When all items have been selected for release, scroll to the bottom of the screen and click Release All Selected.
Once released, the orders disappear from the list and become available for invoicing via Purchasing/Accounts Payable > Invoices in the PO # pull-down from the PO Invoice tab.