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Difference between revisions of "Purchase Order"
(Tag: Visual edit) |
(Tag: Visual edit) |
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| Line 119: | Line 119: | ||
|•Price of the items | |•Price of the items | ||
|•Number | |•Number | ||
| − | |}'''Purchase Order Options''' | + | |} |
| + | Notes: | ||
| + | |||
| + | * The user can only edit the Purchase Order Entry if the status of the record is on "PENDING" status. | ||
| + | |||
| + | '''Purchase Order Options''' | ||
[[File:Purchase Order Options.png|center|thumb|Purchase Order Options]] | [[File:Purchase Order Options.png|center|thumb|Purchase Order Options]] | ||
| Line 126: | Line 131: | ||
[[File:Purchase Order Record Options.png|center|thumb|Purchase Order Record Options]]Notes: | [[File:Purchase Order Record Options.png|center|thumb|Purchase Order Record Options]]Notes: | ||
| − | * The user can only cancel the record if the Transaction is still on "PENDING" status. | + | *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" | + | *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. | + | **Partial status occurs when items are partially ordered in Purchase Receipt. |
Revision as of 13:52, 13 October 2020
Purchase Order
This module allows the user to create an order to buy items on their supplier locally.
Purchase Order List
File:Purchase Order Record List.png
Purchase Order Record List
Adding Purchase Order
File:Adding Purchase Order.png
Adding Purchase Order
| Field | Description | Expected Values |
|---|---|---|
| 1.Supplier | •Name of Supplier | •Supplier List provided in the Supplier Maintenance Module |
| 2.Reference Number | •Reference Number for the Transaction | •Alphanumeric |
| 3.Purchase Requisition Items | •Purchase Requisition Item List that can be tag on the Import Purchase Order | •Purchase Requisition Items |
| 4.Transaction Date | •Date when the transaction is created | •Date |
| 5.Expected Delivery Date | •Date of the Delivery | •Date |
| 6.Department | •Department Assigned on the specific Purchase Order | •Alphanumeric |
| 7.Notes | •Other Remarks for the Transaction | •Text |
| 8.Budget | •Budget to be used in the Transaction | •Budget List |
| 9.Warehouse | •Warehouse where the items should be delivered | •Warehouse List provided from Warehouse Maintenance Module |
| 10.Quantity | •Quantity of the items | •Number |
| 11.Tax | •Tax Type to be Applied on the item | •Tax Type List provided in the Tax Type Maintenance Module |
| 12.Price | •Price of the items | •Number |
Editing Purchase Order
File:Editing Purchase Order.png
Editing Purchase Order
| Field | Description | Expected Values |
|---|---|---|
| 1.Supplier | •Name of Supplier | •Supplier List provided in the Supplier Maintenance Module |
| 2.Reference Number | •Reference Number for the Transaction | •Alphanumeric |
| 3.Purchase Requisition Items | •Purchase Requisition Item List that can be tag on the Import Purchase Order | •Purchase Requisition Items |
| 4.Transaction Date | •Date when the transaction is created | •Date |
| 5.Expected Delivery Date | •Date of the Delivery | •Date |
| 6.Department | •Department Assigned on the specific Purchase Order | •Alphanumeric |
| 7.Notes | •Other Remarks for the Transaction | •Text |
| 8.Budget | •Budget to be used in the Transaction | •Budget List |
| 9.Warehouse | •Warehouse where the items should be delivered | •Warehouse List provided from Warehouse Maintenance Module |
| 10.Quantity | •Quantity of the items | •Number |
| 11.Tax | •Tax Type to be Applied on the item | •Tax Type List provided in the Tax Type Maintenance Module |
| 12.Price | •Price of the items | •Number |
Notes:
- The user can only edit the Purchase Order Entry if the status of the record is on "PENDING" status.
Purchase Order Options
File:Purchase Order Options.png
Purchase Order Options
Purchase Order Record Options
File:Purchase Order Record Options.png
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.
Purchase Order View Record
File:Purchase Order View Record.png
Purchase Order View Record