https://docs.oojeema.com/index.php?action=history&feed=atom&title=Creating_a_New_Purchase
Creating a New Purchase - Revision history
2026-04-17T19:50:41Z
Revision history for this page on the wiki
MediaWiki 1.31.9
https://docs.oojeema.com/index.php?title=Creating_a_New_Purchase&diff=1909&oldid=prev
Ruel at 01:42, 10 December 2020
2020-12-10T01:42:53Z
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<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">← Older revision</td>
<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">Revision as of 01:42, 10 December 2020</td>
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<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>[[File:Oojeema Pro - Create New Purchase Process Flow.png|center|thumb|648x648px]]</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>[[File:Oojeema Pro - Create New Purchase Process Flow.png|center|thumb|648x648px]]</div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;"></ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;"></ins></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div><span style="font-size:12.0pt;line-height:115%">To create a new Purchase:</span></div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div><span style="font-size:12.0pt;line-height:115%">To create a new Purchase:</span></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div># <span style="mso-bidi-font-weight:bold">On the menu bar, click on <del class="diffchange diffchange-inline">“Purchase”</del>. The Purchase list will be displayed.</span></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>#<span style="mso-bidi-font-weight:bold">On the menu bar, click on <ins class="diffchange diffchange-inline">“<u>Purchase</u>”</ins>. The Purchase list will be displayed.</span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div># <span style="mso-bidi-font-weight:bold">Click <del class="diffchange diffchange-inline">“Create </del>New <del class="diffchange diffchange-inline">Purchase” </del>button.</span></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>#<span style="mso-bidi-font-weight:bold">Click <ins class="diffchange diffchange-inline">“<u>Create </ins>New <ins class="diffchange diffchange-inline">Purchase</u>” </ins>button.</span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div># <span style="mso-bidi-font-weight:bold"><u>Purchase form</u> will be displayed. Fill it out:</span></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>#<span style="mso-bidi-font-weight:bold"><u>Purchase form</u> will be displayed. Fill it out:</span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>## <span style="mso-bidi-font-weight:bold"><u>Purchase No.</u> – system auto-generated</span></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>##<span style="mso-bidi-font-weight:bold"><u>Purchase No.</u> – system auto-generated</span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>## <span style="mso-bidi-font-weight:bold"><u>Vendor</u> – list of vendors will be displayed for selection. You can add new vendor by clicking “Add new Vendor” link from the Vendor dropdown list.</span></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>##<span style="mso-bidi-font-weight:bold"><u>Vendor</u> – list of vendors will be displayed for selection. You can add new vendor by clicking “Add new Vendor” link from the Vendor dropdown list.</span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>## <span style="mso-bidi-font-weight:bold"><u>Date</u> – for Purchase transaction date selection ''(displays current date by default)''</span></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>##<span style="mso-bidi-font-weight:bold"><u>Date</u> – for Purchase transaction date selection ''(displays current date by default)''</span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>## <span style="mso-bidi-font-weight:bold"><u>Document Number</u> – for entry of reference document number ''(if any)''</span></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>##<span style="mso-bidi-font-weight:bold"><u>Document Number</u> – for entry of reference document number ''(if any)''</span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>## <span style="mso-bidi-font-weight:bold"><u>Notes</u> – for entry of remarks / notes for the Purchase</span></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>##<span style="mso-bidi-font-weight:bold"><u>Notes</u> – for entry of remarks / notes for the Purchase</span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>## <span style="mso-bidi-font-weight:bold"><u>Item</u> – list of items will be displayed for selection. You can add new item by clicking “Add new Item” link from the Item dropdown list.</span></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>##<span style="mso-bidi-font-weight:bold"><u>Item</u> – list of items will be displayed for selection. You can add new item by clicking “Add new Item” link from the Item dropdown list.</span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>## <span style="mso-bidi-font-weight:bold"><u>Description</u> – for entry of selected item’s description ''(displays selected item’s description by default)''</span></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>##<span style="mso-bidi-font-weight:bold"><u>Description</u> – for entry of selected item’s description ''(displays selected item’s description by default)''</span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>## <span style="mso-bidi-font-weight:bold"><u>Quantity</u> – for entry of selected item’s quantity for purchasing ''(displays “1.00” by default)''</span></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>##<span style="mso-bidi-font-weight:bold"><u>Quantity</u> – for entry of selected item’s quantity for purchasing ''(displays “1.00” by default)''</span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>## <span style="mso-bidi-font-weight:bold"><u>Price</u> – for entry of item’s purchase price per quantity ''(displays gross purchase price from the Maintenance: Items by default (if any))''</span></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>##<span style="mso-bidi-font-weight:bold"><u>Price</u> – for entry of item’s purchase price per quantity ''(displays gross purchase price from the Maintenance: Items by default (if any))''</span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>## <span style="mso-bidi-font-weight:bold"><u>Tax</u> – for purchase tax type selection ''(displays “none” by default)'' </span></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>##<span style="mso-bidi-font-weight:bold"><u>Tax</u> – for purchase tax type selection ''(displays “none” by default)'' </span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>## <span style="mso-bidi-font-weight:bold"><u>Amount</u> – system calculated ''(Amount = Quantity x Price - tax amount)'' </span></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>##<span style="mso-bidi-font-weight:bold"><u>Amount</u> – system calculated ''(Amount = Quantity x Price - tax amount)'' </span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>## <span style="mso-bidi-font-weight:bold"><u>Add a New Line</u> – link for adding new item for purchasing</span></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>##<span style="mso-bidi-font-weight:bold"><u>Add a New Line</u> – link for adding new item for purchasing</span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>## <span style="mso-bidi-font-weight:bold"><u>Subtotal</u> – sum of items’ amounts</span></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>##<span style="mso-bidi-font-weight:bold"><u>Subtotal</u> – sum of items’ amounts</span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>## <span style="mso-bidi-font-weight:bold"><u>Total Purchases Tax</u> – displays system calculated sum of purchase tax amount ''(if any)''</span></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>##<span style="mso-bidi-font-weight:bold"><u>Total Purchases Tax</u> – displays system calculated sum of purchase tax amount ''(if any)''</span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>## <span style="mso-bidi-font-weight:bold"><u>Withholding Tax</u> – for withholding tax (ATC Code) selection ''(displays “none” by default)'' </span></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>##<span style="mso-bidi-font-weight:bold"><u>Withholding Tax</u> – for withholding tax (ATC Code) selection ''(displays “none” by default)'' </span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>##* <span style="mso-bidi-font-weight:bold">None</span></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>##*<span style="mso-bidi-font-weight:bold">None</span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>##* <span style="mso-bidi-font-weight:bold">WTAX (1%) – pop-up selection of applicable ATC Code</span></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>##*<span style="mso-bidi-font-weight:bold">WTAX (1%) – pop-up selection of applicable ATC Code</span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>##* <span style="mso-bidi-font-weight:bold">WTAX (2%) – pop-up selection of applicable ATC Code</span></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>##*<span style="mso-bidi-font-weight:bold">WTAX (2%) – pop-up selection of applicable ATC Code</span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>##* <span style="mso-bidi-font-weight:bold">WTAX (5%) – pop-up selection of applicable ATC Code</span></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>##*<span style="mso-bidi-font-weight:bold">WTAX (5%) – pop-up selection of applicable ATC Code</span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>##* <span style="mso-bidi-font-weight:bold">WTAX (10%) – pop-up selection of applicable ATC Code</span></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>##*<span style="mso-bidi-font-weight:bold">WTAX (10%) – pop-up selection of applicable ATC Code</span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>##* <span style="mso-bidi-font-weight:bold">WTAX (15%) – pop-up selection of applicable ATC Code</span></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>##*<span style="mso-bidi-font-weight:bold">WTAX (15%) – pop-up selection of applicable ATC Code</span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>## <span style="mso-bidi-font-weight:bold"><u>Total</u> – system calculated ''(Total = Subtotal + Total Purchases Tax – Withholding Tax amount)''</span></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>##<span style="mso-bidi-font-weight:bold"><u>Total</u> – system calculated ''(Total = Subtotal + Total Purchases Tax – Withholding Tax amount)''</span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div># <span style="mso-bidi-font-weight:bold">After filling-out the form, select saving option to finalize Purchase Voucher creation. Otherwise, click “<u>Exit</u>”, to discard entries and exit the form.</span></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>#<span style="mso-bidi-font-weight:bold">After filling-out the form, select saving option to finalize Purchase Voucher creation. Otherwise, click “<u>Exit</u>”, to discard entries and exit the form.</span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>## <span style="mso-bidi-font-weight:bold"><u>Save</u> – click to save entries and exit back to Purchases list.</span></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>##<span style="mso-bidi-font-weight:bold"><u>Save</u> – click to save entries and exit back to Purchases list.</span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>## <span style="mso-bidi-font-weight:bold"><u>Save & New</u> – click to save entries and open a new cleared Purchase form.</span></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>##<span style="mso-bidi-font-weight:bold"><u>Save & New</u> – click to save entries and open a new cleared Purchase form.</span></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>## <span style="mso-bidi-font-weight:bold"><u>Save & Preview</u> – click to save entries and view the created Purchase Voucher details.</span></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>##<span style="mso-bidi-font-weight:bold"><u>Save & Preview</u> – click to save entries and view the created Purchase Voucher details.</span></div></td></tr>
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Ruel
https://docs.oojeema.com/index.php?title=Creating_a_New_Purchase&diff=1908&oldid=prev
Ruel: Created page with "648x648px <span style="font-size:12.0pt;line-height:115%">To create a new Purchase:</span> # <span st..."
2020-12-10T01:40:41Z
<p>Created page with "<a href="/index.php?title=File:Oojeema_Pro_-_Create_New_Purchase_Process_Flow.png" title="File:Oojeema Pro - Create New Purchase Process Flow.png" data-bs-title="File:Oojeema_Pro_-_Create_New_Purchase_Process_Flow.png" data-bs-filename="Oojeema Pro - Create New Purchase Process Flow.png" data-bs-filetimestamp="">center|thumb|648x648px</a> <span style="font-size:12.0pt;line-height:115%">To create a new Purchase:</span> # <span st..."</p>
<p><b>New page</b></p><div>[[File:Oojeema Pro - Create New Purchase Process Flow.png|center|thumb|648x648px]]<br />
<span style="font-size:12.0pt;line-height:115%">To create a new Purchase:</span><br />
<br />
# <span style="mso-bidi-font-weight:bold">On the menu bar, click on “Purchase”. The Purchase list will be displayed.</span><br />
# <span style="mso-bidi-font-weight:bold">Click “Create New Purchase” button.</span><br />
# <span style="mso-bidi-font-weight:bold"><u>Purchase form</u> will be displayed. Fill it out:</span><br />
## <span style="mso-bidi-font-weight:bold"><u>Purchase No.</u> – system auto-generated</span><br />
## <span style="mso-bidi-font-weight:bold"><u>Vendor</u> – list of vendors will be displayed for selection. You can add new vendor by clicking “Add new Vendor” link from the Vendor dropdown list.</span><br />
## <span style="mso-bidi-font-weight:bold"><u>Date</u> – for Purchase transaction date selection ''(displays current date by default)''</span><br />
## <span style="mso-bidi-font-weight:bold"><u>Document Number</u> – for entry of reference document number ''(if any)''</span><br />
## <span style="mso-bidi-font-weight:bold"><u>Notes</u> – for entry of remarks / notes for the Purchase</span><br />
## <span style="mso-bidi-font-weight:bold"><u>Item</u> – list of items will be displayed for selection. You can add new item by clicking “Add new Item” link from the Item dropdown list.</span><br />
## <span style="mso-bidi-font-weight:bold"><u>Description</u> – for entry of selected item’s description ''(displays selected item’s description by default)''</span><br />
## <span style="mso-bidi-font-weight:bold"><u>Quantity</u> – for entry of selected item’s quantity for purchasing ''(displays “1.00” by default)''</span><br />
## <span style="mso-bidi-font-weight:bold"><u>Price</u> – for entry of item’s purchase price per quantity ''(displays gross purchase price from the Maintenance: Items by default (if any))''</span><br />
## <span style="mso-bidi-font-weight:bold"><u>Tax</u> – for purchase tax type selection ''(displays “none” by default)'' </span><br />
## <span style="mso-bidi-font-weight:bold"><u>Amount</u> – system calculated ''(Amount = Quantity x Price - tax amount)'' </span><br />
## <span style="mso-bidi-font-weight:bold"><u>Add a New Line</u> – link for adding new item for purchasing</span><br />
## <span style="mso-bidi-font-weight:bold"><u>Subtotal</u> – sum of items’ amounts</span><br />
## <span style="mso-bidi-font-weight:bold"><u>Total Purchases Tax</u> – displays system calculated sum of purchase tax amount ''(if any)''</span><br />
## <span style="mso-bidi-font-weight:bold"><u>Withholding Tax</u> – for withholding tax (ATC Code) selection ''(displays “none” by default)'' </span><br />
##* <span style="mso-bidi-font-weight:bold">None</span><br />
##* <span style="mso-bidi-font-weight:bold">WTAX (1%) – pop-up selection of applicable ATC Code</span><br />
##* <span style="mso-bidi-font-weight:bold">WTAX (2%) – pop-up selection of applicable ATC Code</span><br />
##* <span style="mso-bidi-font-weight:bold">WTAX (5%) – pop-up selection of applicable ATC Code</span><br />
##* <span style="mso-bidi-font-weight:bold">WTAX (10%) – pop-up selection of applicable ATC Code</span><br />
##* <span style="mso-bidi-font-weight:bold">WTAX (15%) – pop-up selection of applicable ATC Code</span><br />
## <span style="mso-bidi-font-weight:bold"><u>Total</u> – system calculated ''(Total = Subtotal + Total Purchases Tax – Withholding Tax amount)''</span><br />
# <span style="mso-bidi-font-weight:bold">After filling-out the form, select saving option to finalize Purchase Voucher creation. Otherwise, click “<u>Exit</u>”, to discard entries and exit the form.</span><br />
## <span style="mso-bidi-font-weight:bold"><u>Save</u> – click to save entries and exit back to Purchases list.</span><br />
## <span style="mso-bidi-font-weight:bold"><u>Save & New</u> – click to save entries and open a new cleared Purchase form.</span><br />
## <span style="mso-bidi-font-weight:bold"><u>Save & Preview</u> – click to save entries and view the created Purchase Voucher details.</span></div>
Ruel