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Difference between revisions of "Import Purchase Order"
(Tag: Visual edit) |
(Tag: Visual edit) |
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|}Notes: | |}Notes: | ||
| − | * The Import Purchase Order will be automatically set to PARTIAL when: | + | *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 | + | **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. |
| − | * Budget Center should on "ACTIVE" status when using it upon creating or editing a transaction. | + | *Budget Center should on "ACTIVE" status when using it upon creating or editing a transaction. |
| − | * Warehouse should be on "ACTIVE" status when using it upon creating or editing a transaction. | + | *<span style="color: rgb(51, 51, 51)">Budget should on "ACTIVE" status when using it upon creating or editing a transaction.</span> |
| − | * Project should be on "ACTIVE" status when using it upon creating or editing a transaction. | + | *Warehouse should be 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. | ||
'''Editing Import Purchase Order''' | '''Editing Import Purchase Order''' | ||
| Line 156: | Line 157: | ||
Notes: | Notes: | ||
| − | * The Import Purchase Order will be automatically set to PARTIAL when: | + | *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 | + | **When tagging it to Purchase Receipt where in the quantity available in the warehouse is less than to the intended order |
*The user can only edit the Import Purchase Order Entry if the status of the record is on "PENDING" status. | *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. | + | *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. |
| − | ** Past Transactions with "INACTIVE" item prior to its deactivation can still be used. | + | **Past Transactions with "INACTIVE" item prior to its deactivation can still be used. |
| − | * Budget should on "ACTIVE" status when using it upon creating or editing a transaction. | + | *Budget 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. | + | **Past Transactions with "INACTIVE" item prior to its deactivation can still be used. |
| − | * Budget Center should on "ACTIVE" status when using it upon creating or editing a transaction. | + | *Budget Center 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. | + | **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. | + | *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. | + | **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. | + | *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. | + | **Past Transactions with "INACTIVE" item prior to its deactivation can still be used. |
'''Import Purchase Order Options''' | '''Import Purchase Order Options''' | ||
| Line 194: | Line 195: | ||
Notes: | 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. |
Revision as of 14:31, 30 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 |
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.
- This can be seen in Item Master Maintenance Module.
- Supplier should be on "ACTIVE" status when using it upon creating or editing a transaction.
- Budget Center should on "ACTIVE" status when using it upon creating or editing a transaction.
- Budget should on "ACTIVE" status when using it upon creating or editing a transaction.
- Warehouse should be 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.
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 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
- 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.
- Supplier 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.
- Budget 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.
- Budget Center 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.
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
Notes:
- The user can edit the details of the record while viewing it.