Discussion

Difference between revisions of "Import Purchase Order"

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== <span style="color: rgb(34, 34, 34)">Import Purchase Order</span> ==
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<div style="text-align: center;">
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[[Purchase]] | [[Import Purchase Order]] | [[Purchase Requisition]] | [[Purchase Order]]
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</div><br />
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==<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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===== Import Purchase Order Record List =====
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=====Import Purchase Order Record List=====
 
[[File:Import Purchase Order Record List.png|center|thumb|864x864px|Import Purchase Order Record List]]
 
[[File:Import Purchase Order Record List.png|center|thumb|864x864px|Import Purchase Order Record List]]
  
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[[File:Adding Import Purchase Order.png|thumb|863x863px|Adding Import Purchase Order|center]]
 
[[File:Adding Import Purchase Order.png|thumb|863x863px|Adding Import Purchase Order|center]]
  
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* '''Adding Import Purchase Order Information'''<br />
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*'''Adding Import Purchase Order Information'''<br />
  
 
{| class="wikitable"
 
{| class="wikitable"
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*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.
  
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===== Editing Import Purchase Order =====
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=====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]]
  
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* '''Editing Import Purchase Order Information'''
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*'''Editing Import Purchase Order Information'''
  
 
{| class="wikitable"
 
{| class="wikitable"
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**Past Transactions with "INACTIVE" status prior to its deactivation can still be used.
 
**Past Transactions with "INACTIVE" status prior to its deactivation can still be used.
  
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===== Import Purchase Order Options =====
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=====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]]
  
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===== Import Purchase Order Record Options =====
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=====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]]
  
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**Partial status occurs when items are partially ordered in purchase receipt.
 
**Partial status occurs when items are partially ordered in purchase receipt.
  
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===== ''' '''Import Purchase Order View Record =====
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=====Import Purchase Order View Record=====
 
[[File:Import Purchase Order View Record.png|center|thumb|Import Purchase Order View Record]]
 
[[File:Import Purchase Order View Record.png|center|thumb|Import Purchase Order View Record]]
 
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.
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<br />
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{| class="wikitable"
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|+Categories:
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! colspan="2" |'''Modules'''
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|-
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|Purchase
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|[[Purchase]]<nowiki> | </nowiki>[[Import Purchase Order]]<nowiki> | </nowiki>[[Purchase Requisition]]<nowiki> | </nowiki>[[Purchase Receipt]]
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|-
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|Maintenance
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|[[Budget]]<nowiki> | </nowiki>[[Budget Center]]<nowiki> | </nowiki>[[Currency]]<nowiki> | </nowiki>[[Exchange Rate]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Price List]]<nowiki> | </nowiki>[[Project]]<nowiki> | </nowiki>[[Supplier]]<nowiki> | </nowiki>[[Warehouse]]
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|-
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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|-
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|Purchase Aids
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|[[Import Purchase Order Aid]]<nowiki> | </nowiki>[[Purchase Requisition Aid]]<nowiki> | </nowiki>[[Purchase Receipt Aid]]
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|-
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|Maintenance Aids
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|[[Budget Aids]]<nowiki> | </nowiki>[[Budget Center Aids]]<nowiki> | </nowiki>[[Currency Aids]]<nowiki> | </nowiki>[[Exchange Rate Aids]]<nowiki> | </nowiki>[[Item Master Aids]]<nowiki> | </nowiki>[[Price List Aids]]<nowiki> | </nowiki>[[Project Aids]]<nowiki> | </nowiki>[[Supplier Aids]]<nowiki> | </nowiki>[[Warehouse Aids]]
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|-
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|Others
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|[[Budget Process]]
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|}

Revision as of 13:00, 14 January 2021


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
  • Adding Import Purchase Order Information
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
  • Editing Import Purchase Order Information
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.
    • 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.
    • Past Transactions with "INACTIVE" status 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" status 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" status 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" status 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" status 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.


Categories:
Modules
Purchase Purchase | Import Purchase Order | Purchase Requisition | Purchase Receipt
Maintenance Budget | Budget Center | Currency | Exchange Rate | Item Master | Price List | Project | Supplier | Warehouse
Job Aid Modules
Purchase Aids Import Purchase Order Aid | Purchase Requisition Aid | Purchase Receipt Aid
Maintenance Aids Budget Aids | Budget Center Aids | Currency Aids | Exchange Rate Aids | Item Master Aids | Price List Aids | Project Aids | Supplier Aids | Warehouse Aids
Others Budget Process
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