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Purchase Order

Revision as of 13:38, 12 August 2021 by Gelo (talk | contribs)
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Purchase Order

Allows the user to order and purchase items from their vendors.

Requirements before using Purchase Module
  • The user should setup the following Maintenance Module in order to proceed on using the Purchase Module
    1. Vendors
    2. Items
    3. Tax
  • For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
    1. Vendors Job Aids
    2. Items Job Aids
    3. Tax Aids
Purchase Order Menu List
Purchase Order

Notes:

  • User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
    • Save - the system will save the Purchase Transaction and will redirect the user to Purchase Module Menu
    • Save and New - the system will save the Purchase Transaction and will redirect the user to Create Purchase Menu
    • Save and Preview - the system will save the Purchase Transaction and will redirect the user on viewing the Purchase Transaction.
    • Save and Pay - the system will save the Purchase Transaction and will redirect the user on Issue Payments Menu
Purchase Menu List
Field Description Expected Output
1.Purchase No. Purchase Reference Number once the transaction was generated Auto Generated
2.Date Date when the transaction is created Date
3.Vendor Name of the Vendor in the Transaction Vendor List from the Vendor Maintenance Module
4.Document Number Document Reference No in the Purchase Transaction Numeric
5.Notes Any notes and descriptions related to the Invoice Transaction Alphanumeric
6.Item Items to be transacted in the Invoice Item List from the Items Maintenance Module
7.Description Description of the Items Alphanumeric(Auto-generated if setup in the Items Maintenance Module)
8.Quantity Quantity of the Items in the Invoice Numeric
9.Price Price per quantity of an Item Numeric
10.Tax Tax to be applied per Item Tax List from the Tax Maintenance Module
11.Amount Total Amount of the item base on its price and its quantity Numeric
12.Delete Allows the user to delete a specific item line Yes or No
13.Add New Line Allows the user to add an item line Additional item line
Categories:
Modules
Purchase Purchase | Purchase Order | Issue Payment
Maintenance Vendors | Items | Tax
Reports Purchase Report | Item Tracking | Audit Trail | Purchase Journal | Purchase Relief
Job Aid Modules
Purchase Aids Purchase Job Aids
Maintenance Aids Vendors Job Aids | Items Job Aids | Tax Job Aids
Reports Aids Purchase Report Job Aids | Item Tracking Job Aids | Audit Trail Job Aids | Purchase Journal Job Aids | Purchase Relief Job Aids