Entering Header and Vendor Information for Purchase Orders

The information in this topic is presented in the order in which you enter it on the Purchase Order Entry form (assuming that no one has changed the order of columns on the detail entry grid on the Order tab).

For each transaction, you enter the following:

• Purchase order number

• Vendor number

• Template code (optional).

• From requisition (number) (optional).

• On hold (optional)

• Job-related — if the purchase order is job-related, all items must be for particular contracts, projects and categories in Project and Job Costing. Posting the purchase order updates committed quantities and amounts for the jobs.

• Purchase order date

• FOB Point — the location at which the vendor begins charging freight (optional).

• Arrival date — the date on which you expect to receive the goods, and that you want to use as the default expected arrival date for item details (optional).

• Purchase order type (Active — purchase orders you intend to process immediately: Standing, Future, or Blanket ).

• Original amount (blanket purchase order)

• Ship-via code — identifies the carrier or delivery method (optional).

• Ship-to location — the location to which you want the vendor to ship the order (optional).

• Bill-to location — the location to which you want the vendor to send the bills for the order (optional).

• Terms code — the code defined in Accounts Payable to identify the vendor's payment terms.

• Description — up to 60 characters (optional).

• Reference — up to 60 characters (optional).

• Comment — information or instructions for the vendor, up to 250 characters (optional — on the Totals tab).

• Vendor's address, phone and fax numbers, and the name of a contact person or position in the vendor's office (from the vendor record, but you can change information for the PO).

• Tax group — the code identifying the vendor's tax group. You can change it to another group that uses the same currency).