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The Customer Order field is populated automatically with the Customer Order if this Purchase Order is linked to one. To populate the Purchase Order with the data from the Customer Order, click the Fill (
) button. If the items in this Purchase Order are intended for multiple Customer Orders, you can move the Customer Order field from the Main tab as a column to the table on the Inventory tab. For this, use the Settings button on the toolbar.
The Requisition field is available if the Enable Requisitions option is selected on the Administration > Settings > Purchasing and Warehouses form. The field is populated automatically with the Requisition if this Purchase Order is linked to one. To populate the Purchase Order with the data from the Requisition, click the Fill () buttonbutton. If the items in this Purchase Order are intended for multiple Requisitions, you can move the Requisition field from the Main tab as a column to the table on the Inventory tab. For this, use the Settings button on the toolbar.
You can link this order with a project from the Projects list if the Project Costing functionality is turned on the Administration > Settings > Project Costing. If the items in this document are being purchased for different projects, and you need to specify different projects for different items, you can move the Project field from the Main tab as a column to the table on the Inventory tab. For this, use the Setting button on the toolbar (for more information, see Document Toolbar).
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At the bottom of the form, the Discount fields are intended to show the percent of discount and discount amount applied to the document items. The Total Due field shows the document total on the ordered goods and services, and services and the VAT field shows the VAT total on the purchases.
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Use the Execute button to change the status of the document to Completed. Use the Cancel button to changed change the status to Cancelled.
Using the Generate button, you can generate can generate documents of the following types for the purchase order Purchase Order:
- Invoice Received: To register the purchase of goods and services resulting in a financial liability to the supplier.
- Goods Receipt Note: To register receiving of purchased items to a warehouse for which the Separate Financial and Warehouse Documents option is selected on the Settings: Purchasing and Warehouses form.
- Debit Note: To register the return of the goods received on the purchase order.
- Money Payment (Plan): To plan the payment for the this order.
- Cash Payment: To create a cash payment to the supplier; generally, a prepayment.
- Bank Payment: To create a bank payment to the supplier; generally, a prepayment.
- Cheque Issued: To create a cheque as a payment to the supplier; generally, a prepayment.
- Purchase Order Adjustment: To make changes to the order, if the goods were not received or were received partially.
- Subcontractor Report: If the order was intended for subcontractor processing, and the subcontractor completed it.
All the details from this purchase order Purchase Order will be copied to the generated document.
You can use the Settings button to adjust the document properties as follows: You can decide where you need specific fields, in the document header or in document lines (as columns). Also, you can change the position of the delivery date.
The Document Settings dialog box
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