Main Purchase Order Screen
| New | When you want to create a new Purchase Order |
| Save | Save your changes on this screen |
| Find | Helps you find any Purchase Order or Receiving |
| Models | Allows you to view all the model numbers that are on this Purchase Order or Receiving |
| Cmnt | Tracks all your changes and edits and on the Purchase Order |
| Sumry | Deals with the money totals of a Purchase Order. Includes the discounts and freight charges plus. |
| Vendor | Will drill down to the Vendor Setup Card then you can drill down to the Vendor Statement |
| Prints the Purchase Order to a Printer | |
| Scan | Capture or View Document Images |
| Cnvrt | When you have Completed the Purchase Order and have placed your order with your Vendor then you need to Convert the Purchase Order to a Receiving. See Why Purchase Order to Receiving. |
General Section
| PO or Receiving or Invoice | This is the Type of the Document and it Number |
| Vendor ID | This is who we are ordering from |
| Created By | Employee who created this Document |
| Location | Location that the Product will hit the General Ledger |
| Description | Any thing you want to enter here |
| Ordered Date | Date the the Order was placed with the Vendor |
| Order By | Employee who communicated with the Vendor |
| Placed with | Employee of Vendor who took the Order. Maybe Internet |
| Expected Date | Date the main shipment of product will arrive at your door. Be careful here. It might be better to add a day or two than be a day or two short. Customers like phone calls telling them their product is in early than late. |
| Verify Order #1 | Use this for any number you want. If your vendor verifies with you that that the order has been placed and gives you a number this can go here |
| Verify Order #2 | Same as #1 but sometimes we order on a Builder Account with a Vendor and a Retail Account therefore they may give you two verify numbers |
| Ship Method | How are we going to receive the merchandise |
Vendor Information
The Vendor information is here for ease of communicating with our Vendor.
This information will be filled out after we have received the merchandise and have received the 'Invoice' copy from our Vendors telling us how much we owe them. With appliances this usually comes about three days after we received the product. Parts Invoices come with the shipment of Parts and can be done right then.
Use this for your many needs.
A PO is created with a PO Number of 10047. When the first shipment comes in
and we receive the product which creates an Invoice. The invoice is created with
a number of 10047-1. Implying that this was the first shipment. The next invoice
will be created with -2, -3, and so forth. When the PO has all been received
then the last shipment creates an Invoice as the base number, therefore the last
would be Invoice 10047. Related Documents allows you to see all the Invoices
created from multiple shipments. Click on the left side of the text box on 
then a list of all the Invoices will appear.