Discussion

Difference between revisions of "Purchase Order"

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== Purchase Order ==
+
<div style="text-align: center;">
 +
[[Purchase]] | [[Import Purchase Order]] | [[Purchase Requisition]] | [[Purchase Order]]
 +
</div>
 +
==Purchase Order==
 
This module allows the user to create an order to buy items on their supplier locally.
 
This module allows the user to create an order to buy items on their supplier locally.
  
−
===== Purchase Order List =====
+
=====Purchase Order List=====
 
[[File:Purchase Order Record List.png|center|thumb|Purchase Order Record List]]
 
[[File:Purchase Order Record List.png|center|thumb|Purchase Order Record List]]
  
−
===== Adding Purchase Order =====
+
=====Adding Purchase Order=====
 
[[File:Adding Purchase Order.png|center|thumb|860x860px|Adding Purchase Order]]
 
[[File:Adding Purchase Order.png|center|thumb|860x860px|Adding Purchase Order]]
  
−
* Adding Purchase Order Information
+
*Adding Purchase Order Information
  
 
{| class="wikitable"
 
{| class="wikitable"
Line 15: Line 18:
 
!Expected Values
 
!Expected Values
 
|-
 
|-
−
|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
Line 23: Line 26:
 
|•Alphanumeric
 
|•Alphanumeric
 
|-
 
|-
−
|3.Purchase Requisition Items
+
|3.[[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
Line 43: Line 46:
 
|•Text
 
|•Text
 
|-
 
|-
−
|8.Budget
+
|8.[[Budget]]
 
|•Budget to be used in the Transaction
 
|•Budget to be used in the Transaction
 
|•Budget List
 
|•Budget List
 
|-
 
|-
−
|9.Warehouse
+
|9.[[Warehouse]]
 
|•Warehouse where the items should be delivered
 
|•Warehouse where the items should be delivered
 
|•Warehouse List provided from Warehouse Maintenance Module
 
|•Warehouse List provided from Warehouse Maintenance Module
Line 55: Line 58:
 
|•Number
 
|•Number
 
|-
 
|-
−
|11.Tax
+
|11.[[Tax]]
 
|•Tax Type to be Applied on the item
 
|•Tax Type to be Applied on the item
 
|•Tax Type List provided in the Tax Type Maintenance Module
 
|•Tax Type List provided in the Tax Type Maintenance Module
Line 64: Line 67:
 
|}Notes:
 
|}Notes:
  
−
*The Purchase Order will be automatically set to PARTIAL when:
+
*The 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
+
**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.
+
*Item should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
−
**This can be seen in Item Master Maintenance Module.
+
**This can be seen in [[Item Master]] Maintenance Module.
  
−
*Supplier 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.
−
*Tax should 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.
+
*Tax should on '''ACTIVE''' status when using it upon creating or editing a transaction.
−
*Project should be on "ACTIVE" status when using it upon creating or editing a transaction.
+
**This can be seen in [[Tax]] Maintenance Module
−
*<span style="color: rgb(51, 51, 51)">Budget should on "ACTIVE" status when using it upon creating transaction.</span>
+
*Warehouse should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
 +
**This can be seen in [[Warehouse]] Maintenance Module.
 +
*Project should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
 +
**This can be seen in [[Project]] Maintenance Module
 +
*<span style="color: rgb(51, 51, 51)">Budget should on '''ACTIVE''' status when using it upon creating transaction.</span>
 +
**This can be seen in [[Budget]] Maintenance Module
  
−
===== Editing Purchase Order =====
+
*<span style="color: rgb(51, 51, 51)">For detailed steps on how to create a Purchase Order, you can visit the Purchase Order Job Aids which can be found [[Purchase Order Aid|here]]</span>
 +
 
 +
=====Editing Purchase Order=====
 
[[File:Editing Purchase Order.png|center|thumb|866x866px|Editing Purchase Order]]
 
[[File:Editing Purchase Order.png|center|thumb|866x866px|Editing Purchase Order]]
  
−
* '''Editing Purchase Order Information'''
+
*'''Editing Purchase Order Information'''
  
 
{| class="wikitable"
 
{| class="wikitable"
Line 86: Line 96:
 
!Expected Values
 
!Expected Values
 
|-
 
|-
−
|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
Line 94: Line 104:
 
|•Alphanumeric
 
|•Alphanumeric
 
|-
 
|-
−
|3.Purchase Requisition Items
+
|3.[[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
Line 114: Line 124:
 
|•Text
 
|•Text
 
|-
 
|-
−
|8.Budget
+
|8.[[Budget]]
 
|•Budget to be used in the Transaction
 
|•Budget to be used in the Transaction
 
|•Budget List
 
|•Budget List
 
|-
 
|-
−
|9.Warehouse
+
|9.[[Warehouse]]
 
|•Warehouse where the items should be delivered
 
|•Warehouse where the items should be delivered
 
|•Warehouse List provided from Warehouse Maintenance Module
 
|•Warehouse List provided from Warehouse Maintenance Module
Line 126: Line 136:
 
|•Number
 
|•Number
 
|-
 
|-
−
|11.Tax
+
|11.[[Tax]]
 
|•Tax Type to be Applied on the item
 
|•Tax Type to be Applied on the item
 
|•Tax Type List provided in the Tax Type Maintenance Module
 
|•Tax Type List provided in the Tax Type Maintenance Module
Line 136: Line 146:
 
Notes:
 
Notes:
  
−
*The user can only edit the Purchase Order Entry if the status of the record is on "PENDING" status.
+
*The user can only edit the Purchase Order Entry if the status of the record is on '''PENDING''' status.
−
*The Purchase Order will be automatically set to PARTIAL when:
+
*The 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
+
**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.
 +
**This can be seen in [[Item Master]] Maintenance Module.
 +
**Past Transactions with '''INACTIVE''' item prior to its deactivation can still be used.
  
−
*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 Item Master Maintenance Module.
+
**This can be seen in [[Supplier]] Maintenance Module
−
**Past Transactions with "INACTIVE" item prior to its deactivation can still be used.
+
**Past Transactions with '''INACTIVE''' supplier prior to its deactivation can still be used.
 +
*Tax should on '''ACTIVE''' status when using it upon creating or editing a transaction.
 +
**This can be seen in [[Tax]] Maintenance Module
 +
**Past Transactions with '''INACTIVE''' tax 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''' warehouse prior to its deactivation can still be used.
 +
*Project should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
 +
**This can be seen in [[Project]] Maintenance Module
 +
**Past Transactions with '''INACTIVE''' project prior to its deactivation can still be used.
 +
*<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Budget should on '''ACTIVE''' status when using it upon creating or editing a transaction.</span>
 +
**This can be seen in [[Budget]] Maintenance Module
 +
**Past Transactions with '''INACTIVE''' Budget prior to its deactivation can still be used.
  
−
*Supplier should be on "ACTIVE" status when using it upon creating or editing a transaction.
+
*<span style="color: rgb(51, 51, 51)">For detailed steps on how to edit a Purchase Order, you can visit the Purchase Order Job Aids which can be found [[Purchase Order Aid|here]]</span>
−
**Past Transactions with "INACTIVE" item prior to its deactivation can still be used.
 
−
*Tax should on "ACTIVE" status when using it upon creating or editing a transaction.
 
−
**Past Transactions with "INACTIVE" item prior to its deactivation can still be used.
 
−
*Warehouse should be on "ACTIVE" status when using it upon creating or editing a transaction.
 
−
**Past Transactions with "INACTIVE" item prior to its deactivation can still be used.
 
−
*Project should be on "ACTIVE" status when using it upon creating or editing a transaction.
 
−
**Past Transactions with "INACTIVE" item prior to its deactivation can still be used.
 
−
*<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Budget should on "ACTIVE" status when using it upon creating or editing a transaction.</span>
 
  
−
===== Purchase Order Options =====
+
=====Purchase Order Options=====
 
[[File:Purchase Order Options.png|center|thumb|Purchase Order Options]]
 
[[File:Purchase Order Options.png|center|thumb|Purchase Order Options]]
  
−
===== Purchase Order Record Options =====
+
*<span style="color: rgb(51, 51, 51)">For detailed steps on how to export a Import Purchase Order, you can visit the Purchase Order Job Aids which can be found [[Purchase Order Aid|here]]</span>
 +
 
 +
=====Purchase Order Record Options=====
 
[[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.
  
−
===== Purchase Order View Record =====
+
*<span style="color: rgb(51, 51, 51)">For detailed steps on how to view, edit, print and cancel a Purchase Order, you can visit the Purchase Order Job Aids which can be found [[Purchase Order Aid|here]]</span>
 +
 
 +
=====Purchase Order View Record=====
 
[[File:Purchase Order View Record.png|center|thumb|Purchase Order View Record]]Notes:
 
[[File:Purchase Order View Record.png|center|thumb|Purchase Order View Record]]Notes:
  
 
*The user can edit the details of the record while viewing it.
 
*The user can edit the details of the record while viewing it.
 +
 +
*<span style="color: rgb(51, 51, 51)">For detailed steps on how to view a Purchase Order, you can visit the Purchase Order Job Aids which can be found [[Purchase Order Aid|here]]</span>
 +
 +
{| class="wikitable"
 +
|+Categories:
 +
! colspan="2" |'''Modules'''
 +
|-
 +
|Purchase
 +
|[[Purchase]]<nowiki> | </nowiki>[[Import Purchase Order]]<nowiki> | </nowiki>[[Purchase Requisition]]<nowiki> | </nowiki>[[Purchase Receipt]]
 +
|-
 +
|Maintenance
 +
|[[Budget]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Price List]]<nowiki> | </nowiki>[[Project]]<nowiki> | </nowiki>[[Supplier]]<nowiki> | </nowiki>[[Tax]]<nowiki> | </nowiki>[[Warehouse]]
 +
|-
 +
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 +
|-
 +
|Purchase Aids
 +
|[[Purchase Order]]<nowiki> | </nowiki>[[Purchase Requisition Aid]]<nowiki> | </nowiki>[[Purchase Receipt Aid]]
 +
|-
 +
|Maintenance Aids
 +
|[[Budget Aids]]<nowiki> | </nowiki>[[Item Master Aids]]<nowiki> | </nowiki>[[Price List Aids]]<nowiki> | </nowiki>[[Project Aids]]<nowiki> | </nowiki>[[Supplier Aids]]<nowiki> | </nowiki>[[Tax Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]
 +
|-
 +
|Others
 +
|[[Budget Process]]
 +
|}

Revision as of 10:33, 15 January 2021

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
  • Adding Purchase Order Information
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 Purchase Order will be automatically set to PARTIAL when:
  • 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.
  • Tax should on ACTIVE status when using it upon creating or editing a transaction.
    • This can be seen in Tax 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.
  • Project should be on ACTIVE status when using it upon creating or editing a transaction.
    • This can be seen in Project Maintenance Module
  • Budget should on ACTIVE status when using it upon creating transaction.
    • This can be seen in Budget Maintenance Module
  • For detailed steps on how to create a Purchase Order, you can visit the Purchase Order Job Aids which can be found here
Editing Purchase Order
File:Editing Purchase Order.png
Editing Purchase Order
  • Editing Purchase Order Information
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.
  • The 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.
    • This can be seen in Item Master Maintenance Module.
    • Past Transactions with INACTIVE item 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 supplier prior to its deactivation can still be used.
  • Tax should on ACTIVE status when using it upon creating or editing a transaction.
    • This can be seen in Tax Maintenance Module
    • Past Transactions with INACTIVE tax 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 warehouse prior to its deactivation can still be used.
  • Project should be on ACTIVE status when using it upon creating or editing a transaction.
    • This can be seen in Project Maintenance Module
    • Past Transactions with INACTIVE project prior to its deactivation can still be used.
  • Budget should on ACTIVE status when using it upon creating or editing a transaction.
    • This can be seen in Budget Maintenance Module
    • Past Transactions with INACTIVE Budget prior to its deactivation can still be used.
  • For detailed steps on how to edit a Purchase Order, you can visit the Purchase Order Job Aids which can be found here
Purchase Order Options
File:Purchase Order Options.png
Purchase Order Options
  • For detailed steps on how to export a Import Purchase Order, you can visit the Purchase Order Job Aids which can be found here
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.
  • For detailed steps on how to view, edit, print and cancel a Purchase Order, you can visit the Purchase Order Job Aids which can be found here
Purchase Order View Record
File:Purchase Order View Record.png
Purchase Order View Record

Notes:

  • The user can edit the details of the record while viewing it.
  • For detailed steps on how to view a Purchase Order, you can visit the Purchase Order Job Aids which can be found here
Categories:
Modules
Purchase Purchase | Import Purchase Order | Purchase Requisition | Purchase Receipt
Maintenance Budget | Item Master | Price List | Project | Supplier | Tax | Warehouse
Job Aid Modules
Purchase Aids Purchase Order | Purchase Requisition Aid | Purchase Receipt Aid
Maintenance Aids Budget Aids | Item Master Aids | Price List Aids | Project Aids | Supplier Aids | Tax Aids | Warehouse Aids
Others Budget Process
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