HansaManuals Home   >> Standard ERP   >> Purchase Orders   >> Purchase Order Register  

Previous   Next               Entire Chapter in Printable Form               Search  

This text refers to program version 4.0  

Entering a Purchase Order

In the Purchase Orders module, select 'Purchase Orders' from the Registers menu, or click the [Pur Orders] button in the Master Control panel.

The 'Purchase Orders: Browse' window is opened, showing Purchase Orders already entered.

Purchase Orders are shown sorted by Purchase Order Number: this can be changed by clicking on one of the other column headings.

Also shown are indications that the Purchase Order has been approved, that the ordered goods have been received and approved in their entirety (in the 'GR' or 'Goods Received' column) and that a Purchase Invoice has been received and approved (in the 'Inv' column), and the Supplier number and name.

The functions on the Operations menu are described here.

Hansa provides several shortcuts to simplify your work with entering Purchase Orders. You may for example enter the current date into a date field with the 'Paste Special' function. This can also be used to simplify the entering of Item Numbers, Customer Numbers, Payment Codes etc.

To enter a new Purchase Order, click [New] in the Button Bar or use the Ctrl-N (Windows and Linux) or ⌘-N (Macintosh) keyboard shortcut. Alternatively, highlight a Purchase Order similar to the one you want to enter and click [Duplicate] on the Button Bar.

The 'Purchase Order: New' window is opened, empty if you clicked [New] or containing a duplicate of the highlighted Purchase Order.

!	You are not bound by the values suggested by Hansa as defaults. For most fields you can change the pre-set values into something that suits you better. Changes made here are valid only for this particular Purchase Order.

Since the amount of information stored about each Purchase Order will not fit on a single screen, the Purchase Order window has been divided into six cards. At the top of each is the header. This contains the Purchase Order Number, the Supplier Number and Name. There are six named buttons ('tabs') in the header.

By clicking the tabs you can navigate between cards. The header is always visible, as a reminder of the Supplier whose Purchase Order you are working with.

Previous   Next   Top            Entire Chapter in Printable Form