General tab for Purchase Orders
Updated
by
Cheryl Wallace
This is the default tab. It displays the identifying information, state of the purchase order, shipping details, and the associated purchase requisition if one exists. Use this tab to find or create a purchase order or to advance the state of the PO.
Fields on this tab include:
PO Number | PO numbers are automatically generated when new records are saved according to the document numbers definition for the item's location. |
Revision No | Enter the revision number in the case of changes to the PO. Up to 25 characters. |
Stocking Location | Displays the location at which the order will be added to inventory. |
Vendor | Displays the vendor with whom the order is being placed. |
PO Date | Displays the date the purchase order is/was created. |
Date Expected | Displays the date the order is expected. |
Payment Term | Displays the pre-existing payment term for the PO. By default this is the payment term assigned to the vendor. |
INCO Term | Displays the pre-existing INCO terms for the PO. By default it is the INCO term assigned to the vendor. |
Currency | Displays the currency used to purchase the goods. By default this is the currency assigned to the vendor. |
Shipper | Record any information about the transport company and/or waybill. |
Job | Select a job against which to charge the PO if required for the selected stocking location. |
Sub Job | Select a sub job against which to charge the PO if the selected job has sub jobs. |
Reference | Enter any reference information for the purchase. |
Closed | Displayed as checked if the purchase order is closed. POs are automatically closed when fully received and can be closed manually. |
Ready To Approve | Check this box if the purchase order is ready to be approved or is ready to issue to the vendor if no approval process is defined. In either case, to authorize a purchase order, the purchase order must be set to Ready to Approve. Once checked, the Approvals tab will be visible if an approval process is defined. |
Approved | Displayed as checked if the purchase order if the Ready to Approve flag is set and any applicable approval process is complete. When this flag is applied, the "on order" quantities for parts is updated. |
Cancelled | Click to cancel the purchase order. The purchase requisition can no longer be cancelled once it has been partially or completely received. |
Cancelled Date | Displays the date on which the PO was cancelled. |
Cancelled User | Displays the name of the user who cancelled the purchase order. |
Freight | Enter the expected or actual freight charges. The default value is 0. |
Insurance | Enter the expected or actual insurance charges. The default value is 0. |
Miscellaneous | Enter any other charges. |
Total | The total is the sum of all parts ordered, the Freight, Insurance, and Miscellaneous. |
Notes | Enter any notes related to the purchase order. |
On this page:
See also:
Copyright © 2020-2024 ToolHound Inc. All Rights Reserved.