Entering a Purchase Order Process record - Header
- No.
- Paste Special
Select from another Number Series
- When creating a new record, Hansa will enter the next unused number from the first number sequence in the Number Series - Purchase Order Processes setting. You may change this number, but not to one that has already been used. If you are working in a multi-user environment, the Number is assigned when the record is saved for the first time.
- Supplier
- Paste Special
Supplier register
- Enter the Supplier Number or use the 'Paste Special' function. When you press Return, the Supplier's name will be brought in to the field to the right.
- A separate record should be entered for each Supplier to whom you are issuing invitations to tender. These records will record their responses to that invitation.
- Name
- The Supplier Name is entered after you have entered the Supplier Number.
- Tender
- Paste Special
Tenders setting, Purchase Orders module
- Enter the Code of the Tender here. This is the job that you want to be carried out.
- Comment
- The Tender Name is entered after you have entered the Tender Code.
- Signed
- Check this box in the Purchase Order Process record representing the successful bid for the Tender in question. This will be shown in the 'Purchase Order Processes: Browse' window, making it easy to find successful Tender bids.
- Closed
- Check this box when it is apparent that the Supplier has been unsuccessful in its bid. Closed records will appear in the 'Purchase Order Processes: Browse' window but not in the 'Paste Special' list, preventing their use in Purchase Orders and Purchase Invoices. Once it has been marked as closed, the record will no longer be modifiable.
