Import Purchase Order

Purchase | Purchase Requisition | Purchase Order | Purchase Receipt

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

• The user should setup the following Maintenance Module in order to proceed on using the Import Purchase Order
  1. Currency
  2. Exchange Rate
  3. Item Master
  4. Price List
  5. Supplier
  6. Warehouse

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

Adding Import Purchase Order

1. Click Purchase then click Import Purchase Order
2. Click Add Import Purchase Order.
3. Fill-up Import Purchase Order Header Details
4. Fill-up the Item Details then click Save

Adding Import Purchase Order Field 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	•Numeric
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.Discount Type	•Type of Discount to be Applied on the Transaction	•Discount Type (Amount/Percentage)
8.Purchase Requisition Items	•Purchase Requisition Item List that can be tag on the Import Purchase Order	•Purchase Requisition Items
9.Notes	•Other Remarks for the Transaction	•Alphanumeric
10.Item Name	•Items to be purchased in the transaction	•Alphanumeric
11.Description	•Description of the Item	•Alphanumeric
12.Warehouse	•Warehouse where the items should be delivered	•Warehouse
13.On Hand Qty	•On hand Quantity of an item in the Warehouse	•Numeric
14.Price	•Price of the items	•Numeric
15.Quantity	•Quantity of the items	•Numeric
16.UOM(Unit of Measure)	•Unit of Measure of an Item	•Unit of Measure assigned in the item under Item Master Maintenance Module
17.Discount	•Discount amount of an item	•Numeric(Auto-generated base from discount type)
18.Foreign Currency Amount	•Amount of an Item base from its currency and exchange rate.	•Numeric
19. Base Currency Amount	•Base Currency amount used in the transaction	•Numeric

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.
  • 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

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.

Editing Import Purchase Order Field 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	•Numeric
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.Discount Type	•Type of Discount to be Applied on the Transaction	•Discount Type (Amount/Percentage)
8.Purchase Requisition Items	•Purchase Requisition Item List that can be tag on the Import Purchase Order	•Purchase Requisition Items
9.Notes	•Other Remarks for the Transaction	•Alphanumeric
10.Item Name	•Items to be purchased in the transaction	•Alphanumeric
11.Description	•Description of the Item	•Alphanumeric
12.Warehouse	•Warehouse where the items should be delivered	•Warehouse
13.On Hand Qty	•On hand Quantity of an item in the Warehouse	•Numeric
14.Price	•Price of the items	•Numeric
15.Quantity	•Quantity of the items	•Numeric
16.UOM(Unit of Measure)	•Unit of Measure of an Item	•Unit of Measure assigned in the item under Item Master Maintenance Module
17.Discount	•Discount amount of an item	•Numeric(Auto-generated base from discount type)
18.Foreign Currency Amount	•Amount of an Item base from its currency and exchange rate.	•Numeric
19. Base Currency Amount	•Base Currency amount used in the transaction	•Numeric

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.
  • 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.

Cancelling 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

• Using Cancel Button for cancelling multiple records

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.

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
  • Partial status occurs when items are partially ordered in Purchase Receipt.