Purchase Order

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

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:
  • 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.
• Tax 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.
• Budget should on "ACTIVE" status when using it upon creating or editing a transaction.

Editing Purchase Order

File:Editing Purchase Order.png

Editing Purchase Order

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.
  • Past Transactions with "INACTIVE" item prior to its deactivation can still be used.
• Tax 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.
• 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.

Purchase Order Options

File:Purchase Order Options.png

Purchase Order Options

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.

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.