Entering a Purchase Order - Date Card
- Trans. Date
- Paste Special
Choose date
- The date the Purchase Order is to be issued. The default is the current date.
- Plan. Del.
- Paste Special
Choose date
- Specify here the date on which you need to receive the goods into stock. Enter this date using the format specified in the Planned Delivery setting in the Sales Orders module. Available options are free text, date, week number or year-week (4 characters).
- You can also specify a separate Planned Delivery Date in any of the Order rows (on flip D).
- If you are using the Force Planned Delivery Date option in the Planned Delivery setting in the Sales Orders module, you must enter a Planned Delivery Date either here or in each Order row before you can save the Purchase Order.
- Pur. Ref.
- Use this field if you need to identify the Purchase Order by any means other than the Purchase Order Number. The Reference is shown in the 'Purchase Orders: Browse' window, allowing you to search for a Purchase Order with a particular Reference.
- Pay. Terms
- Paste Special
Payment Terms setting, Sales/Purchase Ledger
- Default taken from Contact (Purch. Pay. Terms)
- Payment Terms entered here will be transferred to any Purchase Invoices raised from the Order. In addition simply to ensuring the correct Payment Terms appear on Purchase Orders (in the Language of the Supplier if necessary), configuring Payment Term records using the Sales Ledger setting can enable you to administer a system of early settlement discount, if appropriate.
- P/Order Class
- Paste Special
Purchase Order Classes setting, Purchase Orders module
- Enter the Purchase Order Class for the Order (if any). Purchase Order Classes permit the analysis of Orders for reporting or prioritising.
- You must enter a Purchase Order Class if you are using the Require Purchase Order Class option in the Purchase Order Settings setting.
- Attn.
- Default taken from
Contact
- Record here your contact at the Supplier company. 'Paste Special' will list the Contact Persons belonging to the Supplier.
- Our Ref
- Use this field if you need to identify the Purchase Order by means other than the Purchase Order Number. A default will be taken from the Our Ref field on the 'Serial Nos' card of the Person record of the current user. References entered will appear on any printed Purchase Orders.
- Objects
- Paste Special
Object register, Nominal Ledger/System module
- Default taken from Contact (Purch. Objects)
- You can assign up to 20 Objects, separated by commas, can be assigned to an Order and all transactions generated from it. You might define separate Objects to represent different departments, cost centres or product types. This provides a flexible method of analysis that can be used in Nominal Ledger reports.
- In any Nominal Ledger Transactions generated from Purchase Invoices raised from this Order, any Objects specified here will be assigned to the debit posting to the Purchase Account(s) and, if you are using the Objects on Creditor Account option in the Account Usage P/L setting, to the credit posting to the Creditor Account.
- Similarly, in any Nominal Ledger Transactions generated from Goods Receipts raised from this Order, any Objects specified here will be assigned to the credit posting to the Purchase Accruals Account. If you are using the Supplier Object on Stock A/C option on the 'Creditors' card of the Account Usage P/L setting, they will be assigned to the debit posting to the Stock Account as well.
Introduction to the Purchase Order Register
