Use this dialog box to create basic purchase order information, such as order type, order number, vendor account, invoice account, vendor group, and currency.
You can also edit the information in this dialog box, except for vendor information.
Tasks that use this form
Navigating the form
The following tables provide descriptions for the controls in this form.
Fields
Field |
Description |
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Select this check box if this is a new vendor and you do not expect to buy from this vendor again. A new entry will be created in the Vendorform. |
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Select a vendor (supplier) from a drop-down list of all existing vendors. |
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When you select the vendor, the system retrieves various base data from the vendor table and the delivery address from the company information table. You can change the delivery address for the individual purchase. The delivery address is printed on the purchase order. |
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The invoice account is used if the account number of the vendor you want to pay is different from the vendor with which you placed the purchase order. |
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The tax exempt number for extract of statistics. |
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Enter a unique identification for each purchase order. |
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Select a purchase type.
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The Return Merchandise Authorization number (RMA number) for the return item delivery. The number is given by your supplier and is used for tracking a return item. The field is mandatory if the purchase type is Returned item. |
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The identification of the project to which the purchase order is attached. |
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Select this check box if the vendor is an internal trading partner (an intercompany organization). |
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The identification of intercompany and company accounts. |
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The currency code attached to the vendor. This code is copied automatically when the purchase order is created. |
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The delivery date that applies to the order as a whole and is printed on the purchase order. When you create purchase lines, the delivery date is copied from the purchase header to the lines.
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Site where you receive the ordered items from. If you set up a default site for the vendor, it is automatically transferred to the purchase header when a new purchase from the vendor is created. If a site has been transferred to the purchase header, or selected manually, the site is also transferred to the individual purchase lines. However, if the item on the purchase line has a mandatory site, that site is transferred to the purchase line instead. If no site is specified on the purchase header, the default site (not necessarily the mandatory site) for the item is transferred to the Site field on the purchase order line. At any point, you can manually change the value of the site field on the purchase header. |
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When you select the vendor, the system retrieves various base data from the vendor table and the delivery name from the company information table. You can change the delivery name for the individual purchase. The delivery name is printed on the purchase order. |
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Enter the street address. |
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The city for ZIP (Postal) Code. |
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The county associated with the company. You can select another county from the list. Only those counties created for the State ID are shown. |
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The state associated with the company. You can select another state from the list for the individual purchase. Only those states created for the specified in the field are shown. |
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The unique identification of the country/region. |
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Specify a ZIP Code/Postal Code other than the one retrieved from the company information table as the default. The ZIP Code/Postal Code field is used for searching and sorting. |
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Type or select a buyer group generated in the Buyer groupsform. |
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Select the name of the employee who ordered the purchase. The employee must be set up in the employee table. |
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You can group your purchase orders into pools for filtering and selection purposes. |
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The language that is used in item names and for printing external journals. |
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Identification of the sales order. |
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Identification of the contact person. |
Buttons
Button |
Description |
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You can use or edit one of the stored addresses or create a new address. |