Setting up Purchase Order - General Details

  1. Select Purchase Order Entry (POE).
  2. Specify this information in the General Details section:
    Line Number
    Automatically created purchase order line number.
    Status
    The status.
    Entered By, Entry Date and Entry Period
    These fields are automatically entered by the system from the current operator login details.
    Blanket Contract ID
    If a valid blanket contract exists for this item and supplier combination, the line is automatically called off against the contract and the identifier shown in this field.
    Order Date
    The date the buyer placed the purchase order which may differ from the date when it was entered on the system.
    Buyer
    The employee code for the buyer.
    Buyer Role
    The employee role for the buyer.
    Acknowledgement Date
    The date the order was acknowledged by the supplier.
    Acknowledgement Reference
    The supplier's acknowledgement reference.
    Account Code
    The account code from the Chart of Accounts (COA). This is used if you are serialized for the SunSystems Financials module.
    Asset Code
    The code for the item if it is an asset in the asset register. This is used if you are serialized for the SunSystems Financials module.
    Audit Date
    The audit date for the order.
    Transaction Period
    The period in which the transaction took place.
    Receipt Note Required
    Select whether or not a receipt note is required for this line. This overrides the settings in the Purchase Type (PTS).
    Note: This does not apply to goods type items.
  3. If a Minimum Order Value has been defined on Suppliers Ordering Addresses Setup, the purchase order lines are totaled when exiting the purchase order using the field defined on the Purchase Type (PTS) as the Holds Purchase Value field. If the total is below the minimum order value a warning message is displayed and you must hold the lines. The lines cannot be released until the value of the order is above the minimum order value.
    Note: This does not apply to purchase return notes.
  4. Save your changes.