No categories assigned

Purchase Order

Revision as of 10:33, 15 January 2021 by Gelo (talk | contribs)

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