Difference between revisions of "Import Purchase Order"

 
(5 intermediate revisions by the same user not shown)
Line 38: Line 38:
 
=====Adding Import Purchase Order=====
 
=====Adding Import Purchase Order=====
  
#Click Purchase then click [[Import Purchase Order]]
+
#Click [[Import Purchase Order]] under Purchase Menu
#Click '''Add Import Purchase Order.'''
+
#Under Import Purchase Order Screen, Click Add Import Purchase Order
#Fill-up Import Purchase Order Header Details
+
#Fill out the necessary fields in the Header Section
#Fill-up the Item Details then click '''Save'''
+
#Fill out the necessary fields in the Item Section then click Save
  
 
[[File:Purchase - Import Purchase Order - Add.png|border|center|1500x1500px]]
 
[[File:Purchase - Import Purchase Order - Add.png|border|center|1500x1500px]]
 
<br />
 
<br />
{| class="wikitable" style="margin: auto;"
+
{| class="wikitable" style="margin: auto;" data-ve-attributes="{&quot;style&quot;:&quot;margin: auto;&quot;}"
 
|+Adding Import Purchase Order Field Information
 
|+Adding Import Purchase Order Field Information
!Field
+
!'''Field'''
!Description
+
!'''Description'''
!Expected Values
+
!'''Allowed Inputs'''
 +
!'''Input Restrictions'''
 +
!'''Character Limit'''
 +
!'''Required Field?'''
 
|-
 
|-
 
|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
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|2.[[Currency]]
 
|2.[[Currency]]
 
|•Currency Applied for the Transaction
 
|•Currency Applied for the Transaction
 
|•Currency List provided in the Currency Maintenance Module
 
|•Currency List provided in the Currency Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|3.[[Exchange Rate]]
 
|3.[[Exchange Rate]]
 
|•Current Exchange Rate on the Currency
 
|•Current Exchange Rate on the Currency
 
|•Numeric
 
|•Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |20
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
 
|4.Reference Number
 
|4.Reference Number
 
|•Reference Number for the Transaction
 
|•Reference Number for the Transaction
 
|•Alphanumeric
 
|•Alphanumeric
 +
•Special Characters
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |20
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
 
|5.Transaction Date
 
|5.Transaction Date
 
|•Date when the transaction is created
 
|•Date when the transaction is created
|•Date
+
|•Date Picker provided by system
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|6.Expected Deliver
 
|6.Expected Deliver
 
|•Date of the Delivery
 
|•Date of the Delivery
|•Date
+
|•Date Picker provided by system
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|7.Discount Type
 
|7.Discount Type
 
|•Type of Discount to be Applied on the Transaction
 
|•Type of Discount to be Applied on the Transaction
 
|•Discount Type (Amount/Percentage)
 
|•Discount Type (Amount/Percentage)
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
 
|8.[[Purchase Requisition]] Items
 
|8.[[Purchase Requisition]] Items
 
|•Purchase Requisition Item List that can be tag on the Import Purchase Order
 
|•Purchase Requisition Item List that can be tag on the Import Purchase Order
 
|•Purchase Requisition Items
 
|•Purchase Requisition Items
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
 
|9.Notes
 
|9.Notes
 
|•Other Remarks for the Transaction
 
|•Other Remarks for the Transaction
 
|•Alphanumeric
 
|•Alphanumeric
 +
•Special Characters
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |300
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
 
|10.Item Name
 
|10.Item Name
 
|•Items to be purchased in the transaction
 
|•Items to be purchased in the transaction
|•Alphanumeric
+
|•Item List provided in the Item Master Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|11.Description
 
|11.Description
 
|•Description of the Item
 
|•Description of the Item
|•Alphanumeric
+
|•Description of the Item List provided in the Item Master Maintenance Module
 +
•Alphanumeric
 +
 
 +
•Special Characters
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |None
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |250
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
 
|12.[[Warehouse]]
 
|12.[[Warehouse]]
 
|•Warehouse where the items should be delivered
 
|•Warehouse where the items should be delivered
|•Warehouse
+
|•Warehouse List provided in the Warehouse Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|13.On Hand Qty
 
|13.On Hand Qty
 
|•On hand Quantity of an item in the Warehouse
 
|•On hand Quantity of an item in the Warehouse
 
|•Numeric
 
|•Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 
|-
 
|-
 
|14.[[Price List|Price]]
 
|14.[[Price List|Price]]
 
|•Price of the items
 
|•Price of the items
 
|•Numeric
 
|•Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |20
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
 
|15.Quantity
 
|15.Quantity
 
|•Quantity of the items
 
|•Quantity of the items
 
|•Numeric
 
|•Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |20
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Yes
 
|-
 
|-
|16.UOM(Unit of Measure)
+
|16.[[Unit of Measure|UOM]](Unit of Measure)
 
|•Unit of Measure of an Item
 
|•Unit of Measure of an Item
 
|•Unit of Measure assigned in the item under Item Master Maintenance Module
 
|•Unit of Measure assigned in the item under Item Master Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 
|-
 
|-
 
|17.Discount
 
|17.Discount
 
|•Discount amount of an item
 
|•Discount amount of an item
 
|•Numeric(Auto-generated base from discount type)
 
|•Numeric(Auto-generated base from discount type)
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |20
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 
|-
 
|-
 
|18.Foreign Currency Amount
 
|18.Foreign Currency Amount
 
|•Amount of an Item base from its currency and exchange rate.
 
|•Amount of an Item base from its currency and exchange rate.
|•Numeric
+
|•Auto-Generated
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 
|-
 
|-
 
|19. Base Currency Amount
 
|19. Base Currency Amount
 
|•Base Currency amount used in the transaction
 
|•Base Currency amount used in the transaction
 +
|•Auto-Generated
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
|-
 +
|20. Freight
 +
|•Freight amount applied in the transaction
 +
|•Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 +
|-
 +
|21. Insurance
 +
|•Insurance amount applied in the transaction
 +
|•Numeric
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 +
|-
 +
|22. Packaging
 +
|•Packaging amount used in the transaction
 
|•Numeric
 
|•Numeric
|}Notes:
+
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |N/A
 +
| style="vertical-align:middle;text-align:center;" data-ve-attributes="{&quot;style&quot;:&quot;vertical-align:middle;text-align:center;&quot;}" |No
 +
|}
 +
 
 +
 
 +
Notes:
  
 
*The Import Purchase Order will be automatically set to '''PARTIAL''' when:
 
*The Import Purchase Order will be automatically set to '''PARTIAL''' when:
Line 139: Line 228:
 
**This can be seen in [[Warehouse]] Maintenance Module
 
**This can be seen in [[Warehouse]] Maintenance Module
  
 +
=====Viewing Import Purchase Order=====
 +
 +
#Click Purchase then click [[Import Purchase Order]]
 +
#Select an Import Purchase Order record that needs to view its details. Click the drop-down arrow then click View.
 +
#The user may edit the Import Purchase Order record upon viewing it.
 +
 +
[[File:Purchase - Import Purchase Order - View.png|border|center|1500x1500px]]
 +
<br />
 
=====Editing Import Purchase Order=====
 
=====Editing Import Purchase Order=====
  
Line 149: Line 246:
 
{| class="wikitable" style="margin: auto;"
 
{| class="wikitable" style="margin: auto;"
 
|+Editing Import Purchase Order Field Information
 
|+Editing Import Purchase Order Field Information
!Field
+
!'''Field'''
!Description
+
!'''Description'''
!Expected Values
+
!'''Allowed Inputs'''
 +
!'''Input Restrictions'''
 +
!'''Character Limit'''
 +
!'''Required Field?'''
 
|-
 
|-
 
|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
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|2.[[Currency]]
 
|2.[[Currency]]
 
|•Currency Applied for the Transaction
 
|•Currency Applied for the Transaction
 
|•Currency List provided in the Currency Maintenance Module
 
|•Currency List provided in the Currency Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|3.[[Exchange Rate]]
 
|3.[[Exchange Rate]]
 
|•Current Exchange Rate on the Currency
 
|•Current Exchange Rate on the Currency
 
|•Numeric
 
|•Numeric
 +
| style="vertical-align:middle;text-align:center;" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" |20
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|4.Reference Number
 
|4.Reference Number
 
|•Reference Number for the Transaction
 
|•Reference Number for the Transaction
 
|•Alphanumeric
 
|•Alphanumeric
 +
•Special Characters
 +
| style="vertical-align:middle;text-align:center;" |None
 +
| style="vertical-align:middle;text-align:center;" |20
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|5.Transaction Date
 
|5.Transaction Date
 
|•Date when the transaction is created
 
|•Date when the transaction is created
|•Date
+
|•Date Picker provided by system
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|6.Expected Deliver
 
|6.Expected Deliver
 
|•Date of the Delivery
 
|•Date of the Delivery
|•Date
+
|•Date Picker provided by system
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|7.Discount Type
 
|7.Discount Type
 
|•Type of Discount to be Applied on the Transaction
 
|•Type of Discount to be Applied on the Transaction
 
|•Discount Type (Amount/Percentage)
 
|•Discount Type (Amount/Percentage)
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|8.[[Purchase Requisition]] Items
 
|8.[[Purchase Requisition]] Items
 
|•Purchase Requisition Item List that can be tag on the Import Purchase Order
 
|•Purchase Requisition Item List that can be tag on the Import Purchase Order
 
|•Purchase Requisition Items
 
|•Purchase Requisition Items
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|9.Notes
 
|9.Notes
 
|•Other Remarks for the Transaction
 
|•Other Remarks for the Transaction
 
|•Alphanumeric
 
|•Alphanumeric
 +
•Special Characters
 +
| style="vertical-align:middle;text-align:center;" |None
 +
| style="vertical-align:middle;text-align:center;" |300
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|10.Item Name
 
|10.Item Name
 
|•Items to be purchased in the transaction
 
|•Items to be purchased in the transaction
|•Alphanumeric
+
|•Item List provided in the Item Master Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|11.Description
 
|11.Description
 
|•Description of the Item
 
|•Description of the Item
|•Alphanumeric
+
|•Description of the Item List provided in the Item Master Maintenance Module
 +
•Alphanumeric
 +
 
 +
•Special Characters
 +
| style="vertical-align:middle;text-align:center;" |None
 +
| style="vertical-align:middle;text-align:center;" |250
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|12.[[Warehouse]]
 
|12.[[Warehouse]]
 
|•Warehouse where the items should be delivered
 
|•Warehouse where the items should be delivered
|•Warehouse
+
|•Warehouse List provided in the Warehouse Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|13.On Hand Qty
 
|13.On Hand Qty
 
|•On hand Quantity of an item in the Warehouse
 
|•On hand Quantity of an item in the Warehouse
 
|•Numeric
 
|•Numeric
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 
|-
 
|-
 
|14.[[Price List|Price]]
 
|14.[[Price List|Price]]
 
|•Price of the items
 
|•Price of the items
 
|•Numeric
 
|•Numeric
 +
| style="vertical-align:middle;text-align:center;" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" |20
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|15.Quantity
 
|15.Quantity
 
|•Quantity of the items
 
|•Quantity of the items
 
|•Numeric
 
|•Numeric
 +
| style="vertical-align:middle;text-align:center;" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" |20
 +
| style="vertical-align:middle;text-align:center;" |Yes
 
|-
 
|-
 
|16.[[Unit of Measure|UOM]](Unit of Measure)
 
|16.[[Unit of Measure|UOM]](Unit of Measure)
 
|•Unit of Measure of an Item
 
|•Unit of Measure of an Item
 
|•Unit of Measure assigned in the item under Item Master Maintenance Module
 
|•Unit of Measure assigned in the item under Item Master Maintenance Module
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 
|-
 
|-
 
|17.Discount
 
|17.Discount
 
|•Discount amount of an item
 
|•Discount amount of an item
 
|•Numeric(Auto-generated base from discount type)
 
|•Numeric(Auto-generated base from discount type)
 +
| style="vertical-align:middle;text-align:center;" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" |20
 +
| style="vertical-align:middle;text-align:center;" |No
 
|-
 
|-
 
|18.Foreign Currency Amount
 
|18.Foreign Currency Amount
 
|•Amount of an Item base from its currency and exchange rate.
 
|•Amount of an Item base from its currency and exchange rate.
|•Numeric
+
|•Auto-Generated
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 
|-
 
|-
 
|19. Base Currency Amount
 
|19. Base Currency Amount
 
|•Base Currency amount used in the transaction
 
|•Base Currency amount used in the transaction
 +
|•Auto-Generated
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
|-
 +
|20. Freight
 +
|•Freight amount applied in the transaction
 +
|•Numeric
 +
| style="vertical-align:middle;text-align:center;" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |No
 +
|-
 +
|21. Insurance
 +
|•Insurance amount applied in the transaction
 +
|•Numeric
 +
| style="vertical-align:middle;text-align:center;" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |No
 +
|-
 +
|22. Packaging
 +
|•Packaging amount used in the transaction
 
|•Numeric
 
|•Numeric
 +
| style="vertical-align:middle;text-align:center;" |Any inputs except numbers
 +
| style="vertical-align:middle;text-align:center;" |N/A
 +
| style="vertical-align:middle;text-align:center;" |No
 
|}Notes:
 
|}Notes:
  
Line 254: Line 437:
 
[[File:Purchase - Import Purchase Order - Print.png|border|center|1500x1500px]]
 
[[File:Purchase - Import Purchase Order - Print.png|border|center|1500x1500px]]
  
=====<span class="mw-headline" id="Cancelling_Purchase_Order_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Cancelling_Purchase_Requisition_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Cancelling_Sales_Quotation_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_ATC_Code_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Cancelling Purchase Order Record</span></span></span></span></span></span></span>=====
+
=====<span class="mw-headline" id="Cancelling_Purchase_Order_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Cancelling_Purchase_Requisition_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Cancelling_Sales_Quotation_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_ATC_Code_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Class_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Item_Type_Record" style="box-sizing: inherit;"><span class="mw-headline" id="Deleting_Chart_of_Account_Record" style="box-sizing: inherit;">Cancelling Import Purchase Order Record</span></span></span></span></span></span></span>=====
 
Import Purchase Order can be canceled in two ways:
 
Import Purchase Order can be canceled in two ways:
  
Line 327: Line 510:
 
|-
 
|-
 
|Financials
 
|Financials
|[[Accounts Payable]]
+
|[[Accounts Payable]]<nowiki> | </nowiki>[[Payment Voucher]]<nowiki> | </nowiki>[[Petty Cash]]
 
|-
 
|-
 
|Maintenance
 
|Maintenance
 
|[[Currency]]<nowiki> | </nowiki>[[Exchange Rate]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Price List]]<nowiki> | </nowiki>[[Supplier]]<nowiki> | </nowiki>[[Unit of Measure]]<nowiki> | </nowiki>[[Warehouse]]
 
|[[Currency]]<nowiki> | </nowiki>[[Exchange Rate]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Price List]]<nowiki> | </nowiki>[[Supplier]]<nowiki> | </nowiki>[[Unit of Measure]]<nowiki> | </nowiki>[[Warehouse]]
 +
|-
 +
! colspan="2" |'''Reports'''
 +
|-
 +
|Purchase Reports
 +
|[[Purchase Report]]
 
|}
 
|}
 +
[[Category:Purchase]]

Latest revision as of 12:14, 18 April 2022

Import Purchase Order

This module allows the user to create an order to buy items on their supplier. This module is optional and can be avail anytime to implement on Oojeema Prime Standard.

Requirements before using Import Purchase Order
Import Purchase Order Status
Import Purchase Order Record Status
Status Description
PENDING Import Purchase Order is created but not used
PARTIAL Import Purchase Order items are received partially
COMPLETED Import Purchase Order items are received completely.
CANCELLED Import Purchase Order is cancelled
Import Purchase Order Record List
Purchase - Import Purchase Order - Record List.png


Adding Import Purchase Order
  1. Click Import Purchase Order under Purchase Menu
  2. Under Import Purchase Order Screen, Click Add Import Purchase Order
  3. Fill out the necessary fields in the Header Section
  4. Fill out the necessary fields in the Item Section then click Save
Purchase - Import Purchase Order - Add.png


Adding Import Purchase Order Field Information
Field Description Allowed Inputs Input Restrictions Character Limit Required Field?
1.Supplier •Name of Supplier •Supplier List provided in the Supplier Maintenance Module N/A N/A Yes
2.Currency •Currency Applied for the Transaction •Currency List provided in the Currency Maintenance Module N/A N/A Yes
3.Exchange Rate •Current Exchange Rate on the Currency •Numeric Any inputs except numbers 20 No
4.Reference Number •Reference Number for the Transaction •Alphanumeric

•Special Characters

None 20 No
5.Transaction Date •Date when the transaction is created •Date Picker provided by system N/A N/A Yes
6.Expected Deliver •Date of the Delivery •Date Picker provided by system N/A N/A Yes
7.Discount Type •Type of Discount to be Applied on the Transaction •Discount Type (Amount/Percentage) N/A N/A No
8.Purchase Requisition Items •Purchase Requisition Item List that can be tag on the Import Purchase Order •Purchase Requisition Items N/A N/A No
9.Notes •Other Remarks for the Transaction •Alphanumeric

•Special Characters

None 300 No
10.Item Name •Items to be purchased in the transaction •Item List provided in the Item Master Maintenance Module N/A N/A Yes
11.Description •Description of the Item •Description of the Item List provided in the Item Master Maintenance Module

•Alphanumeric

•Special Characters

None 250 No
12.Warehouse •Warehouse where the items should be delivered •Warehouse List provided in the Warehouse Maintenance Module N/A N/A Yes
13.On Hand Qty •On hand Quantity of an item in the Warehouse •Numeric N/A N/A N/A
14.Price •Price of the items •Numeric Any inputs except numbers 20 Yes
15.Quantity •Quantity of the items •Numeric Any inputs except numbers 20 Yes
16.UOM(Unit of Measure) •Unit of Measure of an Item •Unit of Measure assigned in the item under Item Master Maintenance Module N/A N/A N/A
17.Discount •Discount amount of an item •Numeric(Auto-generated base from discount type) Any inputs except numbers 20 No
18.Foreign Currency Amount •Amount of an Item base from its currency and exchange rate. •Auto-Generated N/A N/A N/A
19. Base Currency Amount •Base Currency amount used in the transaction •Auto-Generated N/A N/A N/A
20. Freight •Freight amount applied in the transaction •Numeric Any inputs except numbers N/A No
21. Insurance •Insurance amount applied in the transaction •Numeric Any inputs except numbers N/A No
22. Packaging •Packaging amount used in the transaction •Numeric Any inputs except numbers N/A No


Notes:

  • The Import Purchase Order will be automatically set to PARTIAL when:
    • When tagging it to Purchase Receipt where in the quantity available in the warehouse is less than to the intended order
  • Item should be on ACTIVE status when using it upon creating or editing a transaction.
  • Supplier should be on ACTIVE status when using it upon creating or editing a transaction.
    • This can be seen in Supplier Maintenance Module
  • Warehouse should be on ACTIVE status when using it upon creating or editing a transaction.
    • This can be seen in Warehouse Maintenance Module
Viewing Import Purchase Order
  1. Click Purchase then click Import Purchase Order
  2. Select an Import Purchase Order record that needs to view its details. Click the drop-down arrow then click View.
  3. The user may edit the Import Purchase Order record upon viewing it.
Purchase - Import Purchase Order - View.png


Editing Import Purchase Order
  1. Click Purchase then click Import Purchase Order
  2. Select the Import Purchase Order that needs an update. Click the Drop-down Arrow then press Edit.
  3. Update the necessary information then click Save.
Purchase - Import Purchase Order - Edit.png


Editing Import Purchase Order Field Information
Field Description Allowed Inputs Input Restrictions Character Limit Required Field?
1.Supplier •Name of Supplier •Supplier List provided in the Supplier Maintenance Module N/A N/A Yes
2.Currency •Currency Applied for the Transaction •Currency List provided in the Currency Maintenance Module N/A N/A Yes
3.Exchange Rate •Current Exchange Rate on the Currency •Numeric Any inputs except numbers 20 No
4.Reference Number •Reference Number for the Transaction •Alphanumeric

•Special Characters

None 20 No
5.Transaction Date •Date when the transaction is created •Date Picker provided by system N/A N/A Yes
6.Expected Deliver •Date of the Delivery •Date Picker provided by system N/A N/A Yes
7.Discount Type •Type of Discount to be Applied on the Transaction •Discount Type (Amount/Percentage) N/A N/A No
8.Purchase Requisition Items •Purchase Requisition Item List that can be tag on the Import Purchase Order •Purchase Requisition Items N/A N/A No
9.Notes •Other Remarks for the Transaction •Alphanumeric

•Special Characters

None 300 No
10.Item Name •Items to be purchased in the transaction •Item List provided in the Item Master Maintenance Module N/A N/A Yes
11.Description •Description of the Item •Description of the Item List provided in the Item Master Maintenance Module

•Alphanumeric

•Special Characters

None 250 No
12.Warehouse •Warehouse where the items should be delivered •Warehouse List provided in the Warehouse Maintenance Module N/A N/A Yes
13.On Hand Qty •On hand Quantity of an item in the Warehouse •Numeric N/A N/A N/A
14.Price •Price of the items •Numeric Any inputs except numbers 20 Yes
15.Quantity •Quantity of the items •Numeric Any inputs except numbers 20 Yes
16.UOM(Unit of Measure) •Unit of Measure of an Item •Unit of Measure assigned in the item under Item Master Maintenance Module N/A N/A N/A
17.Discount •Discount amount of an item •Numeric(Auto-generated base from discount type) Any inputs except numbers 20 No
18.Foreign Currency Amount •Amount of an Item base from its currency and exchange rate. •Auto-Generated N/A N/A N/A
19. Base Currency Amount •Base Currency amount used in the transaction •Auto-Generated N/A N/A N/A
20. Freight •Freight amount applied in the transaction •Numeric Any inputs except numbers N/A No
21. Insurance •Insurance amount applied in the transaction •Numeric Any inputs except numbers N/A No
22. Packaging •Packaging amount used in the transaction •Numeric Any inputs except numbers N/A No

Notes:

  • The Import Purchase Order will be automatically set to PARTIAL when:
  • The user can only edit the Import Purchase Order Entry if the status of the record is on PENDING status.
  • Item should be on ACTIVE status when using it upon creating or editing a transaction.
    • This can be seen in Item Master Maintenance Module.
    • Past Transactions with INACTIVE status prior to its deactivation can still be used.
  • Supplier should be on ACTIVE status when using it upon creating or editing a transaction.
    • This can be seen in Supplier Maintenance Module.
    • Past Transactions with INACTIVE status prior to its deactivation can still be used.
  • Warehouse should be on ACTIVE status when using it upon creating or editing a transaction.
    • This can be seen in Warehouse Maintenance Module
    • Past Transactions with INACTIVE status prior to its deactivation can still be used.
Printing Import Purchase Order Record
  1. Click Import Purchase Order under Purchase Menu
  2. Under Import Purchase Order Screen, Select a record that needs to print its details. Click the drop-down arrow then click Print.
Purchase - Import Purchase Order - Print.png
Cancelling Import Purchase Order Record

Import Purchase Order can be canceled in two ways:

  • Using drop-down arrow of a record can be used in single record cancellation
Purchase - Import Purchase Order - Cancel1.png


  • Using Cancel Button for cancelling multiple records
Purchase - Import Purchase Order - Cancel2.png


Exporting Import Purchase Order
  1. Click Purchase then click Import Purchase Order
  2. Click Options then Click Import Purchase Order. Take note that you can also filter its date range and supplier for precise exporting of data.
Purchase - Import Purchase Order - Export.png


Import Purchase Order Record Options
Import Purchase Order Status Action List
Status Available Action Buttons
View Edit Print Tag as Complete Cancel
DRAFT
PARTIAL
CANCELLED
COMPLETED

Notes:

  • The user can only edit or 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
Categories:
Modules
Purchase Purchase | Import Purchase Order | Purchase Requisition | Purchase Receipt
Financials Accounts Payable | Payment Voucher | Petty Cash
Maintenance Currency | Exchange Rate | Item Master | Price List | Supplier | Unit of Measure | Warehouse
Reports
Purchase Reports Purchase Report