Purchase Orders

When a Purchase Order is initially created, it is classed as a requisition and will only have a Request Number, it is in a draft stage at this point and can be edited. Once approved an Order Number is generated and attached to the request and the Purchase Order becomes Active.

Available from 6.5.0.0

The length of the following field has been increased:

Field Old Value New Value
Order Number (POH_NUM_ORDER) 32 64

Modules > Purchase Orders

The link will open the Purchase Orders grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Purchase Order click New , to edit an existing Purchase Order click Edit . A pop up window will appear which will allow the creation or amendment of a Purchase Order.

ClosedClick to view - Purchase Orders Details Tab Fields and Descriptions

Available from 6.1.0.0

ClosedClick to view - Purchase Orders Summary Tab Fields and Descriptions

Available from 6.1.0.0



Complete the fields and click Save . Once the Purchase Order header has been completed and saved a sub navigation will appear to allow additional entities to be assigned.

These include:

  • Goods Received
  • Received Items
  • Linked Purchase Orders
  • Payments
  • CSF Audit

Purchase Order Line Items

Goods Received

Received Items

Linked Purchase Orders

Payments

CSF Audit

Purchase Order Additional Icons

Icon Feature Description
Add Item Adds a Line Item to the current Purchase Order.
Delete Line Item Deletes a Line Item from the current Purchase Order.
Activate Purchase Order Authorises a Purchase Order from Dormant to Active Status.
Split Purchase Order A Purchase Order can be split if it has two or more Line Items. When a Purchase Order is split, a new Contract, Supplier and Delivery Point can be added. This enables a User to easily split an order at any point if the order cannot be completely fulfilled by the original requested Supplier.
Complete Purchase Order Completes the Purchase Order - once a Purchase order has been completed it cannot be reactivated.
Purchase job Card Prints the Purchase Order.
Add Goods Received Receives goods on an active Purchase Order.
Allocate Payments Once a payment has been made, it can be allocated to the Line Items.
Paid Mark payment as paid.
Unpaid Mark a payment as unpaid.
On Hold Mark a payment as on hold.
Off Hold Removes an on hold status.