Purchase Order Entry - Maintain field descriptions

Fields are presented in alphabetical order.

Approval

This field is available through Personalization of the Purchase Order Entry-Maintain window only. Uncheck this field to override approval of the selected purchase order. You must have security in SA Operator Setup to override the Approval option on purchase orders. The Allow Override of Order Approval Status must be selected in SA Operator Setup-Entry Options.

Bill To Warehouse

Specify the warehouse that receives the invoice for the products purchased. The Bill To Warehouse may be the same as the Ship To Warehouse, which receives the product.

Due Date

Specify the date on which you expect to receive the order from the vendor.

Expected Ship Date

Specify the date on which you expect the order to be shipped to your warehouse.

Purchase Order #

Specify the purchase order number.

Purchase Order Type

Select the type of purchase order you are entering. Options include:

• Purchase Order
• Quote
• Return Merchandise
• Blanket Order
• Accumulative

The Purchase Order type defaults in this field the first time you add a purchase order. If you enter a different type, for example, Return Merchandise, that type becomes the default value each time you add a new purchase order until you select another type.

Requested Ship Date

Specify the date on which you are requesting that the order be shipped.

Ship From #

Specify an active vendor ship from in this field when the vendor for this purchase order has multiple ship-from locations. Valid ship from records are set up in Vendor Ship From Setup. You cannot create or maintain purchase orders for an inactive vendor ship from or a vendor ship from address that is not set to allow purchase orders. If you specify a vendor ship from that does not allow purchases, an error message is displayed.

Ship To Warehouse

The default value for this field is the ship-to warehouse from the last purchase order you entered. Specify the warehouse to which to ship products. The warehouse is validated from Product Line Setup and Product Warehouse Description Setup records. If your company is divisionalized, the division number of the warehouse is validated from SA Table Value Setup records.

Ship Via Type

Specify the most common form of transportation in which to receive this order from the vendor. The Ship Via Type is printed on the purchase order. Ship via information is set up in SA Table Value Setup.

Terms Type

Specify the amount of discount your vendor gives you when you pay for the order in a certain number of days. The total terms amount is printed on the purchase order. The total terms amount is based on the net total of all lines and does not include addons. The terms that default in this field are from Vendor Setup. Terms are initially set up in SA Table Value Setup.

Vendor

Specify an active vendor number for this purchase order. You cannot change the vendor number for existing purchase orders. You cannot create or maintain purchase orders for an inactive vendor or a vendor that is not set to allow purchase orders. If you specify a vendor that does not allow purchases, an error message is displayed.

If you enter a one-time purchase order from a vendor, enter the order for a miscellaneous vendor. To do this, set up a miscellaneous vendor in Vendor Setup with a number that you can recognize, for example, 99999. Set up the record with general information and settings that you can apply to different vendors. Use this vendor number when you enter a one-time purchase order, and then enter the vendor’s name and address. The name and address are temporary and do not update any other records in the system.

If a note exists for a vendor, the Notes icon displays below the Vendor field. If the note is a required note, the icon is displayed and the Display Notes window is displayed.