Purchases - Order Processing - purchase orders - preparation

Purchase Order Prepare:		Purchase Order Preparation
Here the following information is maintained (see image right):

	On completion be sure to:

Select	<< Done

!	In the course of preparing a Purchase Order, Line Level Shipment information (ETD/ETA) must be associated with each line item. This may be done Automatically or Manually.

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Information	Copy PO from Last Purchase from this Vendor	- re-use previously entered data; simply copy and paste.
	Copy PO from Last Purchase from this Vendor that Contains
	Select From List
	Trader	- the person responsible for the transaction. (Sales Person, Purchaser, Buyer) - may be edited - defaults to Trader set up during Sales Order Assign.
	Preparer	- system-generated based on User ID log-on.
	PO Date	- may be edited - defaults to today's date.
	Can PO be Duplicated?	- may be edited - defaults to Yes. Enables re-use of information per above.

General Information	Vendor	- may be edited - previously populated in Purchase Order Assign.
	Vendor Name	- may be edited - previously populated in Purchase Order Assign.
	Ship From
	Transport Days
	Destination	?
	Vendor SO#	- Vendor's internal SO# if available
	Vendor Address	- may be edited - defaults to Address set up during Vendor Setup.
	Vendor Country	- may be edited - defaults to Address set up during Vendor Setup.
	Vendor Address Text	- may be edited - defaults to Address set up during Vendor Setup.
	Ship To Address	- may be edited - defaults to Address set up during Vendor Setup.
	Ship To Country	- may be edited - defaults to Address set up during Vendor Setup.
	Ship To Address Text	- may be edited - defaults to Address set up during Vendor Setup.

Price & Payment Terms	Currency	- may be edited - previously populated in Purchase Order Assign.
	Discount Percent	- any discount to be applied against the entire order.
	Discount Info.	- additional terms of a discount.
	Additional Charge 1	- any additional charges to be applied against the entire order.
	Charge Info. 1	- identification of the charge.
	Additional Charge 2	- any additional charges to be applied against the entire order.
	Charge Info. 2	identification of the charge.
	Payment Terms	- payment terms to be applied to the entire order
	L/C Number	?


Order Remarks	Order Remarks Text	- text entered here will show up in the Order Remarks section of the Purchase Order document.

Lines	Add Lines	- to add/edit items ("lines") associated with the Purchase Order. See Line Level Maintenance & Line Level Shipment Maintenance.

Docs	Associated Documents &/Images Upload	- to upload any documents/images associated with the Purchase Order. e.g. Customer specifications.


Line Level Maintenance:		Line Level Maintenance
!	Additional line level information may also be maintained from within Line Level Shipment Maintenance. This affords an optional additional level of granularity.

To access Line Level Maintenance

From within Purchase Order Preparation:

Select	<tab> Lines

Select	< Add Line OR
	< Edit (see image right)

In the course of preparing a Purchase Order, the following line information may be added/edited (see image right):		Line Level Information

	On completion be sure to:

Select	<< Update

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Lines			Item #
			Quantity
			Unit of Measure
			Price
			Currency

			On completion be sure to:

Select			<< Update


Line Level Shipment Maintenance:		Line Level Shipment Maintenance
!	In the course of preparing a Purchase Order, Line Level Shipment information (ETD/ETA) must be associated with each line item. This may be done Automatically or Manually. If your company often works with Purchase Orders with multiple lines, each with different shipment dates, which may not be known at the time of Purchase Order Preparation - selecting Manual Shipment dates triggers a later prompt to remind you to add a shipment date for each line item.	Line Level Shipment Maintenance

To access Line Level Shipment Maintenance

From within Purchase Order Preparation:

Select	<tab> Lines

Select	< Line # (see image right)


In addition to the shipment information, the following information may also be maintained from within Line Level Shipment Maintenance (see image right): Most of this information defaults from the general Purchase Order Preparation input, however within Line Level Shipment Maintenance, it may be edited and customized for each line item, thus affording an optional additional level of granularity.		Line Level Shipment Information

<tab>

Select	< Add Shipment OR
	< Edit

Shp Schd		Shipment	- system-generated automatically generated based on the number of shipments associated with each line.
		Quantity Ordered
		ETD	- is generated either Automatically or Manually.
		ETA	- is generated either Automatically or Manually.

Shp Schd to Print			- system-generated based on Shp Schd entry. May be manually edited?

General Info.		Vendor	- may be edited - defaults to information entered during general Purchase Order Preparation (above).
		Vendor Name	- defaults per above
		Ship From	- defaults per above
		Transport Days	- defaults per above
		Destination	- defaults per above
		Vendor's Product Name	- line specific but defaults per above
		Additional Description	- line specific but defaults per above
		Ship To Address	- defaults per above
		Ship To Country	- defaults per above

Price & Payment Terms		Currency	- defaults to information entered during general Purchase Order Preparation (above), however it may be edited here at the individiual line level.
		Quantity Ordered	- line specific but defaults per above
		Quantity Text	- line specific but defaults per above
		Price	- line specific but defaults per above
		Discount Percent	- defaults per above
		Discount Info.	- defaults per above
		Additional Charge 1	- defaults per above
		Charge Info. 1	- defaults per above
		Additional Charge 2	- defaults per above
		Charge Info. 2	- defaults per above
		Payment Terms	- defaults per above
		L/C Number	- defaults per above

Marks

Line Remarks		Line Remarks	- to enter general remarks about the line. For internal communication only for users of the application.

Docs		Associated Documents &/Images Upload	to upload any images/documents associated with the line item, for example Vendor specifications.

Additional Info		Product Weight	- line specific
		Product Length	- line specific
		Product Height	- line specific
		Product Width	- line specific
		Product Dimension Unit of Measure	- line specific

Additional PO Shipment Info		Mode of Transport


Line Level Shipment Maintenance (Auto Generated): See also Line Level Maintenance.	Auto-Generate Shipment Dates
In the course of preparing a Purchase Order, shipment information (ETD/ETA) must be associated with each line item.	Auto-Generate Shipment Dates

Select	< Proceed to Line Level Maintenance
			- you will be asked if you wish to Auto Generate the Shipments (see image right).

		ETD	- may be edited - defaults to today's date.

Select	<< Yes		- to apply the default dates to all lines in the Purchase Order. These may be overwritten manually, line-by-line.
		OR
Select	<< No		- to associate shipment information later, line-by-line.


Line Level Shipment Maintenance (Manual): See also Line Level Maintenance.			Manually Generate Shipment Dates
In the course of preparing a Purchase Order, shipment information (ETD/ETA) must be associated with each line item.

Select	< Proceed to Line Level Maintenance

Select	<< No

Select	< Line #	e.g. 1 (see image right)

Select	< Add Shipment

Select	< Select	- to select a shipment date from a pop-up calendar.

Select	< Update	- to save the new shipment date.

		Continue adding Shipments as needed - e.g. A Purchase Order may be broken down into multiple shipments.

Select	< Edit	- to edit a shipment.

Select	<< Back to Header Level Maintenance	- to return to general Purchase Order preparation.

Purchases - Order Processing - purchase orders - preparation

Purchase Order Prepare:

Line Level Maintenance:

Line Level Shipment Maintenance:

Line Level Shipment Maintenance (Auto Generated): See also Line Level Maintenance.

Line Level Shipment Maintenance (Manual): See also Line Level Maintenance.

VISCO LLC 721 Broadway, Suite 270, Kingston, NY 12401 Copyright © VISCO LLC 2012

VISCO LLC
721 Broadway, Suite 270, Kingston, NY 12401
Copyright © VISCO LLC 2012