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Version of 14:37, 30 September 2020 by Gelo
Difference between revisions of "Import Purchase Order"
(Created page with "<span style="color: rgb(34, 34, 34)">Import Purchase Order</span> This module allows the user to create an order to buy items on their supplier. '''Import Purchase Order Rec...") (Tag: Visual edit) |
(Tag: Visual edit) |
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| − | <span style="color: rgb(34, 34, 34)">Import Purchase Order</span> | + | <span style="color: rgb(34, 34, 34)">'''Import Purchase Order'''</span> |
This module allows the user to create an order to buy items on their supplier. | This module allows the user to create an order to buy items on their supplier. | ||
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<br /> | <br /> | ||
{| class="wikitable" | {| class="wikitable" | ||
| − | |||
!Field | !Field | ||
!Description | !Description | ||
| Line 18: | Line 17: | ||
|1.Supplier | |1.Supplier | ||
|•Name of Supplier | |•Name of Supplier | ||
| − | |•Supplier List provided in the Supplier Maintenance Module | + | |•Supplier List provided in the Supplier Maintenance Module |
|- | |- | ||
|2.Currency | |2.Currency | ||
| Line 61: | Line 60: | ||
|- | |- | ||
|12.Item Name | |12.Item Name | ||
| − | |•Items | + | |•Items |
|•Text | |•Text | ||
|- | |- | ||
| Line 76: | Line 75: | ||
|•Number | |•Number | ||
|} | |} | ||
| − | |||
| − | |||
'''Editing Import Purchase Order''' | '''Editing Import Purchase Order''' | ||
[[File:Edit Import Purchase Order.png|center|thumb|863x863px|Editing Import Purchase Order]] | [[File:Edit Import Purchase Order.png|center|thumb|863x863px|Editing Import Purchase Order]] | ||
| Line 145: | Line 142: | ||
|•Number | |•Number | ||
|} | |} | ||
| + | Notes: | ||
| + | |||
| + | * The user can only edit the Import Purchase Order Entry if the status of the record is on "PENDING" status. | ||
| + | |||
'''Import Purchase Order Options''' | '''Import Purchase Order Options''' | ||
[[File:Import Purchase Order Options.png|center|thumb|Import Purchase Order Options]] | [[File:Import Purchase Order Options.png|center|thumb|Import Purchase Order Options]] | ||
'''Import Purchase Order Record Options''' | '''Import Purchase Order Record Options''' | ||
[[File:Import Purchase Order Record Options.png|center|thumb|Import Purchase Order Record Options]] | [[File:Import Purchase Order Record Options.png|center|thumb|Import Purchase Order Record Options]] | ||
| + | |||
| + | Notes: | ||
| + | |||
| + | * The user can only cancel the record if the Transaction is still on "PENDING" status. | ||
| + | * The user can Tag as Complete the record if it is on "PARTIAL STATUS" | ||
| + | ** Partial status occurs when items are partially ordered in purchase receipt. | ||
Revision as of 13:00, 13 October 2020
Import Purchase Order
This module allows the user to create an order to buy items on their supplier.
Import Purchase Order Record List
File:Import Purchase Order Record List.png
Import Purchase Order Record List
Adding Import Purchase Order
File:Adding Import Purchase Order.png
Adding Import Purchase Order
| Field | Description | Expected Values |
|---|---|---|
| 1.Supplier | •Name of Supplier | •Supplier List provided in the Supplier Maintenance Module |
| 2.Currency | •Currency Applied for the Transaction | •Currency List provided in the Currency Maintenance Module |
| 3.Exchange Rate | •Current Exchange Rate on the Currency | •Number |
| 4.Reference Number | •Reference Number for the Transaction | •Alphanumeric |
| 5.Transaction Date | •Date when the transaction is created | •Date |
| 6.Expected Deliver | •Date of the Delivery | •Date |
| 7.Budget Center | •Assigned Budget Center on the purchase transaction | •Budget Center list provided in the Budget Center Maintenance Module |
| 8.Discount Type | •Type of Discount to be Applied on the Transaction | •Discount Type (Amount/Percentage) |
| 9.Purchase Requisition Items | •Purchase Requisition Item List that can be tag on the Import Purchase Order | •Purchase Requisition Items |
| 10.Budget | •Budget to be used in the Transaction | •Budget List |
| 11.Notes | •Other Remarks for the Transaction | •Text |
| 12.Item Name | •Items | •Text |
| 13.Warehouse | •Warehouse where the items should be delivered | •Warehouse |
| 14.Price | •Price of the items | •Number |
| 15.Quantity | •Quantity of the items | •Number |
Editing Import Purchase Order
File:Edit Import Purchase Order.png
Editing Import Purchase Order
| Field | Description | Expected Values |
|---|---|---|
| 1.Supplier | •Name of Supplier | •Supplier List provided in the Supplier Maintenance Module |
| 2.Currency | •Currency Applied for the Transaction | •Currency List provided in the Currency Maintenance Module |
| 3.Exchange Rate | •Current Exchange Rate on the Currency | •Number |
| 4.Reference Number | •Reference Number for the Transaction | •Alphanumeric |
| 5.Transaction Date | •Date when the transaction is created | •Date |
| 6.Expected Deliver | •Date of the Delivery | •Date |
| 7.Budget Center | •Assigned Budget Center on the purchase transaction | •Budget Center list provided in the Budget Center Maintenance Module |
| 8.Discount Type | •Type of Discount to be Applied on the Transaction | •Discount Type (Amount/Percentage) |
| 9.Purchase Requisition Items | •Purchase Requisition Item List that can be tag on the Import Purchase Order | •Purchase Requisition Items |
| 10.Budget | •Budget to be used in the Transaction | •Budget List |
| 11.Notes | •Other Remarks for the Transaction | •Text |
| 12.Item Name | •Items | •Text |
| 13.Warehouse | •Warehouse where the items should be delivered | •Warehouse |
| 14.Price | •Price of the items | •Number |
| 15.Quantity | •Quantity of the items | •Number |
Notes:
- The user can only edit the Import Purchase Order Entry if the status of the record is on "PENDING" status.
Import Purchase Order Options
File:Import Purchase Order Options.png
Import Purchase Order Options
Import Purchase Order Record Options
File:Import Purchase Order Record Options.png
Import Purchase Order Record Options
Notes:
- The user can only cancel the record if the Transaction is still on "PENDING" status.
- The user can Tag as Complete the record if it is on "PARTIAL STATUS"
- Partial status occurs when items are partially ordered in purchase receipt.
Import Purchase Order View Record
File:Import Purchase Order View Record.png
Import Purchase Order View Record