Purchase Order General Section

The general section is used to provide identifying information for the Purchase Order along with relevant dates and cost totals.

P.O. Number

This field provides a unique number that identifies the PO.

  • The field automatically populates if you have auto number settings turned on in Company Maintenance.
  • Must be unique.

RFQ Number

This field identifies the request for quote used to create the PO.

  • Purchase orders can be created without an RFQ, so this field may be empty.

Vendor Code

This field represents the vendor from whom you are purchasing materials or services.

Vendor Name

This field displays the name of the vendor associated with the vendor code.

Outside Service

A check appears in this box if this vendor provides outside services.

P.O. Date

This field represents the date that you created or submitted this PO.

  • The default date is today.

Default Line Item Due Date

The date in this field is the default due date for all line items created in the grid section below.

  • The date can be altered per line item as necessary.
    • If you change the default line item due date after line items are on the grid, you must use the Update All button to flush the new date through line items.
  • Not used when Job Requirements are used as the source of information for the P.O.
    • System uses Due Date of requirements instead

P.O. Total

This number demonstrates a total from all of the line items in the grid section below.

P.O. Status

The status represents whether you are still waiting for your order to arrive (open) or if you have already received it in (closed).

  • This field does not appear until the PO has been processed.

Sales Tax Amount

This field calculates sales tax based on the Sale Tax Code selected in the header and the costs per line item.

  • Sales tax is not calculated for any line item that is marked Taxable: No in the line items details section.

Ignore Minimum Charge On This P.O.

When checked, this tells the system to ignore any minimum charge set on the vendor code for this particular vendor.

  • When selected, the system will create the P.O. for the actual calculated amount even if it is below the minimum charge
  • When left blank, the system will increase the amount of the P.O. to match the listed minimum charge for the vendor as needed

 

Back to Purchase Order Details - Receivers Section Return to Purchase Orders Go to Purchase Order Details - Line Items