Entering a Purchase Order Contract - Delivery Card
- Del. Terms
- Paste Special
Delivery Terms setting, Sales/Purchase Orders module
- Default taken from Contact record for the Supplier (Purch. Del. Terms)
- Specify the Delivery Terms for the Purchase Order Contract here. You will tend to use this field for international Suppliers: examples might be Cost, Insurance, Freight or Free On Board.
- For each Delivery Term record you can enter a description in your home Language and in various translations. When you print the Purchase Order Contract, the correct translation for the Language of the Purchase Order Contract will be printed in the "Delivery Term Text (shiptermtext)" field, assuming you have included that field in your Form design.
- Del. Mode
- Paste Special
Delivery Modes setting, Sales Orders module
- Default taken from Contact record for the Supplier (Purch. Del. Mode)
- Enter the mode of shipping for the Purchase Order Contract. Examples might be Post or Courier, or might specify the name of the courier that will eventually be used to supply the goods on the Purchase Order Contract.
- In each Delivery Mode record, you can enter a description in your home Language and in various translations. When you print the Purchase Order Contract, the correct translation for the Language for the Purchase Order Contract will be printed in the "Delivery Mode Text (levsattext)" field, assuming you have included that field in your Form design.
- Salesman
- Paste Special
Person register, System module
- Enter the Signature of the Person responsible for the Purchase Order Contract. The default is the current user.
- This field is also used by the Limited Access feature: please refer to the description of the Sales Group field immediately below for details.
- Sales Group
- Paste Special
Sales Groups setting, System module
- Default taken from Salesman
- The Sales Group will be brought in from the Person record when you specify a Salesman in the field immediately to the left. If you are using the Limited Access feature, you can use this field to prevent a user from seeing every Purchase Order Contract in the 'Orders: Browse' window by restricting their view to their own Purchase Order Contracts or to those of their Sales Group.
- Please click here for full details about the Limited Access feature.
- Language
- Paste Special
Languages setting, System module
- Default taken from Contact record for the Supplier
- The Language determines the Item Descriptions that will be shown on the 'Items' card, and the text for Payment Terms, Delivery Terms and Delivery Mode that will be printed in documents. Leave the field blank to use your home Language.
- You can also use the Language to determine the Form that will be used when you print the Purchase Order Contract, and the printer that will be used to print it. This can include sending the document to a fax machine, if your hardware can support this feature. Do this in the 'Form Definition' window for the Purchase Order Contract document, as described here.
- Factoring
- Paste Special
Suppliers in Contact register
- Default taken from Contact record for the Supplier (Factoring)
- If the payment for any Purchase Invoices resulting from a Purchase Order Contract is to be sent to another company, such as a factoring company, enter the Supplier Number here. The company must be registered as a Supplier in your system (i.e. there must be a record in the Contact register with the Supplier box checked).
- Invoice From
- Paste Special
Suppliers in Contact register
- Default taken from Contact record for the Supplier (Purch. Invoice From)
- Use this field if the Supplier is one to whom you will issue Purchase Orders, but you expect to receive the corresponding Purchase Invoices from a different Supplier (the "Invoice From Supplier"). Enter the Contact Number of the Invoice From Supplier here (that company must also be a Supplier in the Contact register).
- When you create a Purchase Order from the Purchase Order Contract, the Invoice From Supplier will be copied to the Invoice From field on the 'Comment' card of the Purchase Order. When you create a Purchase Invoice from the Purchase Order, the Supplier in that Purchase Invoice will be the Invoice From Supplier.
- Comment
- Record here any comment about the Purchase Order Contract.
- VAT Zone
- Default taken from
Contact record for the Supplier
- This information is taken from the Contact record for the Supplier, and indicates the origin of the Supplier. The selection of a VAT Code for each row depends on the Zone of the Supplier. You cannot change the Zone in an individual Purchase Order Contract: you should make any necessary changes in the Contact register before entering Purchase Order Contracts.
- You can change the names of two of these options if they are not suitable. Using the VAT Zone Label setting in the Sales Ledger, you can replace the string "EU" with your own string (for example "SACU" in South Africa).
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