Import Purchase Order

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.
  • 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.
  • 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.