Setting up Purchase Order - General Details

Select .

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.

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.

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