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General in Purchase orders
On the General tab, we found all the key fields for creating and managing a Purchase orders, including supplier and recipient details, dates (order, validity, delivery, linked documents), payment and currency information, delivery type, department, responsible person, clerk, and reference records.
| Supplier |
Person from whom you purchase/order the goods or services. |
| Recipient |
An additional subject, by default the same as the first person, because the program automatically enters data here. You can also change this field and use combinations Customer/Recipient. The address is also applied from the Subjects register. |
| Warehouse |
In general, data about the warehouse is not mandatory and you don’t need to enter it. However, if you want to transfer data to an issued invoice or a packing slip, you have to select the warehouse. If not, the program will issue a warning message. Warehouse can be also set in Document Types register as mendatory field. |
| Status |
A label about the status of the order which affects two categories: free stock and the finished status.
There three predefined statuses:
- Created – Represents information from the supplier or a request for the supplier and doesn’t affect the free stock.
- Confirmed – Represents a binding order for both the customer and the supplier, and it is calculated into free stock.
- Finished – Used for orders that have not been fully dispatched; the rest of the non‑dispatched quantity is reversed. Such orders don’t affect the free stock. The program uses this data in the Sales Order Report and when adding orders to a document.
If needed, you can also define additional new statuses.
When entering a new order, the default status will be the lowest value (by default: 1 – Created).
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| Order date |
Date of the order (the current date by default). |
| DaysForValid |
Enter a number of days or the date of order validity. The data here is linked between the two fields. If you change one value (e. g. the number of days), the other (e. g. the date) will correspondingly automatically change. |
| Days for Payment |
The number of days in which the invoiced order (i. e. the invoice will be issued based on the order) will be due for payment. By default, this data is applied from the Suppliers register and can also be changed. |
| Delivery Date |
Date for delivery given to the supplier. The dates here are by default also transferred into order lines. You can also change the delivery date in the order line.
If the default delivery deadline is changed in the document header after at least one order line has been entered, the program will give you an option to enter the changed delivery due date into document lines as well. The following message will pop up: “Do you really want to change the delivery due date by line item?”
If you confirm this choice, the delivery due date in line will be changed.
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| Deliver Via |
The default delivery type from the Customers register is applied here. You can also select a suitable delivery type from the register afterwards. |
| Currency |
The default currency from PANTHEON settings is displayed, but if a default currency for this customer has been selected in the Subjects register, the latter is used.
It is mandatory to select the currency before entering lines.
If the currency in the document header is corrected afterwards on an already created document, the program will issue a warning IRIS message: Change currency in document header.
The Bank of Slovenia's exchange rate is used, on the selected of the four dates entered in the settings. The exchange rate can also be entered or changed manually. If the exchange rate is changed after the document lines have been entered, an IRIS message will appear: Change currency in document header.
When adding lines from document to document, it is mandatory to enter the exchange rate (as of 1.1.2007) for that bank set as the Bank of Slovenia in the Administration Panel in PANTHEON.
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| Department |
Selecting the department enables that the issue is assigned to a certain department inside your company. If the department is already selected in the Document type settings, that data will be applied in this field. |
| Preliminary invoice |
You can enter invoice data for two linked documents. The most common use for them are document number and the date of demand or order. If you want that this data is obligatory, you can set this up on the Document type in PANTHEON. |
| Order |
You can enter order data for two linked documents. The most common use for them are document number and the date of demand or order. If you want that this data is obligatory, you can set this up on the Document type in PANTHEON. |
| Sell-to |
Defines the selling condition of the customer (e.g. VAT registered).
The value is transferred from the customer data and affects tax calculation. |
| Person responsible |
Depending on settings, the program applies here the user logged into the program, or the responsible person, defined in the Customers register. The responsible person can be changed. |
| Clerk |
By default, this is the user logged into the program. This data cannot be changed. |
| Document type |
The default delivery type from the subject register is automatically applied here. |
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