Vendor Purchase Orders
Vendor purchase orders can be accessed, added, and deleted from the Vendor Add/Edit Wizard and the Pending Work Tab. If a new vendor PO is added from the add/edit list, the vendor information will automatically be populated in the form.
Many fields will/can automatically be populated in the vendor PO dialog upon creation. Below is an overview of what to expect.
- PO Number - Will be populated from the database from a counter. Suppose a different starting number or prefix for a vendor PO is required. In that case, the counter and prefix can be updated in the management tab of Profile Manager under "Numbering and Certificate settings.
- Company - The company is automatically populated from the creating user's company employee record, as the assumption is that you typically order a part from a vendor for your company.
- Vendor - Vendor is automatically populated when adding from the Add/Edit Vendor but will need to be selected when adding from the pending work. The PO Number, Company, and Vendor must be populated before the vendor PO can be saved.
- Ship To - The Ship To field will default to the same company name as the company field. If ordering a product directly for a customer or another site, you may want to change the ship to company.
- Ship Method and Terms and Conditions reference their corresponding system-wide drop-down lists (added in version 13). If populated, they can automatically default from the selected vendor add/edit Ship Method and Terms and Conditions fields.****
- Buyer - Defaults to the user who initially creates the vendor PO.
- Template - This is the PO document in Printbuilder which will be used to generate the vendor PO pdf. If you use a specific template the next time you create a vendor PO, this should be remembered.
- Billing Information - Will default from the Company Field billing information, if the company is updated before the initial save, then the billing information should also update.
- Shipping Information - Will default from the Company Field shipping information. The shipping info will be pulled from the Ship To company if the SHIP TO field is updated. Alternate addresses can also be selected.
- Printed Date - The printed date will be populated upon generating the vendor PO PDF.
- Received Date - Upon the PO being marked as received, the received date will be populated.
- User-Defined and Custom Fields - These fields can be used for whichever purposes the customer sees fit. They can be aliased from the gear button in the top menu options. The aliases from the pending work view and the interface will appear in the detail grid.
- Branch
- Expected Date
Vendor Purchase Orders