Purchase Order Review

General Information

This screen represents your purchase order to a supplier created as a result of purchasing decisions made in the Order Product function. This screen enables you to review and make changes to the purchase order before printing. With this screen, you can also reset a purchase order to reprint if you need another copy.

How to Use the Screen

Any/all of the fields are optional entries on this screen. Complete only the steps below that apply.

1. Enter a brief notation or reminder to describe the purchase order for internal purposes in the PURCHASE ORDER REFERENCE field.

2. Enter any SPECIAL INSTRUCTIONS that you want the supplier to be aware of for the purchase order.

3. Enter the EXPECTED DATE for the shipment to arrive from your supplier for all items in the purchase order. Each line item can have its own individual expected date as well, but completing this field is a fast way to assign a delivery date for all items in the purchase order.

4. Enter the method of shipping that you want your supplier to use in the SHIP VIA field.

5. Use one or more of the following procedures depending on what other changes need to be made to the purchase order.

Adding a Line Item to the Purchase Order

To add an item, press ADD to display the Add/Edit Purchase Order Line Item to enter the necessary information for the additional item.

Changing the Unit Cost, Quantity Ordered, or Discount on an Item

Select the item in the list and press VIEW/EDIT to display the Add/Edit Purchase Order Line Item screen to change any of these values.

Deleting an Item from the Purchase Order

Select the item in the list and press VIEW/EDIT to display the Add/Edit Purchase Order Line Item screen and press DELETE to delete the item.

Reprinting (e-mailing or faxing) a Previously Printed Purchase Order

In the PURCHASE ORDER STATUS box, click on the PRINTED check box to "uncheck" the box. In the next run of Print Purchase Orders, the purchase order will be reprinted.

Note: If you have purchase orders set to fax or e-mail to suppliers in the Supplier Maintenance function, they are automatically refaxed or re-e-mailed when they are reprinted.

Field Definitions

QTY - the quantity of the item ordered.

STOCK # - the stock number.

DESCRIPTION TO SUPPLIER - the supplier ID of the stock item.

STATUS - the current status of the stock item: On Order, Partial Delivery, Delivered.

UNIT COST - the unit cost of the stock item.

DSCT - the discount available for the stock item.

EXTENDED - the total cost of the stock item quantity including DSCT.