Purchase Order Lines
Purchase Order Lines
Purchase Order Lines
The program will generate a list of order lines that meet the criteria that you’ve selected for creating purchase orders from stock.
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When creating orders, you can use the navigation buttons and search window to move through orders (for more information on this functions see Navigation buttons).
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| Supplier |
In the Supplier field is information on the primary supplier for whom you are creating the purchase order |
| Currency |
In the Currency field is information on the currency in which the supplier's price is expressed. The purchase order will always be created in the currency which is in the subjects register specified as default currency. |
| Deliver By |
In the Deliver By field is the delivery deadline from the sales order that shall transfer to the purchase order. You can change the information manually! |
| Document Type |
The Document Type field is by default filled-in with the document type from the Stock panel of the Items register. You can change the information manually. |
| Days to Pay |
In the Days to Pay field is the number of days in which the invoiced order will be due to pay and shall transfer to the purchase order. By default the program fill in the value from the Subjects register | supplier. |
List of purchase order lines - The list of lines is created automatically by the previously entered criteria. Individual lines can also be excluded from the purchase order by using the key combination   for deleting lines. |
| Doc. Type |
The Doc. Type field is by default filled with the value from document types | Stock panel of the Items register. You can change the information manually. |
| Item |
In the Item field is the information on the item from the sales order. |
| Name |
In the Name field is the information on the item's name from the sales order. |
| Ordering |
In the Ordering field is the ordered quantity. This number is calculated as either the difference between actual stock and minimum stock or optimal stock (as entered in the Stock panel of the Items register) or using available stock. You can change the information manually.
- To Minimum Stock - Ordered quantity will be calculated according to entered information about the minimum quantity in the items register. If the value for minimum quantity in the Items register is 0, the program will not include this items (when creating purchase order from stock).
- To Optimum Stock - Ordered quantity will be calculated according to entered information about the optimum quantity in the items register. If the value for optimum quantity in the Items register is 0, the program will not include this items (when creating purchase order from stock).
- To Available Stock - Ordered quantity will be calculated according to the available stock.
The actual ordered quantity might be different than the difference between the actual stock and the minimum quantity, optimal quantity, or available stock entered here if:
- a minimum order quantity has been entered for this item (in the Stock panel of the Items register;
- packaging for order quantity has been entered for this item (in the Stock panel of the Items register).
(see chapter Minimum order quantity and packaging order)
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| Stock |
In the Stock field is the information about the stock of the item. |
| Avail. Stock |
In the Avail. Stock field is the information about the available stock of the item. |
| Min. Stock |
In the Min. Stock field is the information about the minimum stock of the item. Information is transferred from the Items register. |
| Opt. Stock |
In the Opt. Stock field is the information about optimum stock of the item. Information is transferred from the Items register. |
| U/M |
In the U/M field is the information on the item's unit of measurement from the sales order. |
| Price |
In the Price field is the supplier's price for ordered goods from Items register | Costing/Pricing panel. |
| Discount |
In the Discount field is the percentage of the discount which the supplier approved to us. |
| Deliver-By |
In the Deliver By field is the delivery deadline that will be used in the purchase order.
For more information see chapter Specifying a deliver-by date. |
| Warehouse |
In the Warehouse field is the warehouse from the header of the Sales order, if it is defined on the Sales order document. |
| Primary Classification |
In the Primary Classification field is the primary classification of the Item, if it is defined in the Item's Register. |
| Secondary Classification |
In the Secondary Classification field is the secondary classification of the Item, if it is defined in the Item's Register. |
(Create) |
Click the Create button to create purchase orders with the information and lines displayed here. The program will ask you to confirm the operation (see Do you really want to create purchase orders?)
If you click OK and the operation is successful, the program will display a message (see Creation finished successfully!) and open the last successfully purchase order. |
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For general description of task bar functions see taskbar. |