Managing Upvise Purchase Order Numbers
Upvise Purchase Orders require a unique PO number sequence for each user. This ensures that users can create POs while utilising Upvise's "offline" capabilities.
Assigning a PO Number to a New User
New Upvise users who have not previously used POs must be assigned a PO number by a system administrator in Workbench.
Steps to Assign a PO Number:
Navigate to Settings in Upvise
Locate the setting "Upvise Purchase Order Numbers"
Click to edit the setting and sort the "Value" column in sequential order
Identify the highest existing PO number and determine the next PO number
Example: If the highest number is 660000 and PO numbers increment by 10,000, the next number would be 670000
Click NEW LINE
Select the user and enter the new PO number in the "Value" field
Click SAVE
The PO number will automatically sync to Upvise in the next scheduled hourly sync
Optional: To force a sync immediately, navigate to Upvise Integration and click "Export/Import".
Editing an Incorrectly Assigned PO Number
If you have mistakenly assigned the wrong PO number to a user, follow these steps to correct it.
Steps to Edit a PO Number in Upvise:
Log into Upvise
Open "Workbench Central"
Click on the "PO Numbers" option
Select the user from the list
Edit the "Next PO Number" field and click the back arrow to save
Refresh your app
Ask the user to reload Upvise on their device
They may need to log out and back in to receive the update
Important Notes:
- While PO numbers can be edited in Workbench, changes made there will not automatically sync to Upvise.
- You must manually update the number in Upvise to ensure consistency.
- Ensure that "Next Work Order Number" and "Next Purchase Order Number" sequencing is considered also so that number ranges do not overlap.
By following these steps, you can effectively manage PO numbers for Upvise users and ensure seamless operation across devices.