You can also manually add charges to the order header by selecting Maintain charges on the Action Pane. Charges can be automatically added to the order if automatic charges have been set up for the vendor or the vendor's charge group. The PO header also contains information about charges that apply to the whole order instead of individual lines. If a purchase agreement is associated with the order, you must specify this information in the Purchase agreement field. For returned orders, you must specify a value in the RMA field to reference the supplier's authorization for processing the return. If the supplier has provided a reference number for the order, you can record this information in the Vendor reference field. However, you can override these default values if the purchase is intended for another location. For example, the default delivery site and warehouse are copied from the vendor information. When you select a vendor account, many fields in the PO header inherit default values from the information that is associated with the vendor account. This option automatically creates a new vendor account that is marked as a one-time account, to support a later clean-up process for one-time accounts in the Accounts payable module. If you must create a PO for products that won't be ordered repeatedly, you can use the One-time supplier option. If a vendor delivers from multiple locations but uses a single invoice account, you can select that invoice account in the Invoice account field and then use it with different vendor accounts. For this field, you can search on either the account or the vendor name. You must specify the supplier in the Vendor account field. However, if a credit invoice is required, you can use the Returned order type. The Purchase order type is used most often. The first detail that you must consider when you create a PO is the type of order. When you select OK to close the dialog box, the order is created, and you can then specify additional information in the header. When you create a new PO, a dialog box appears, where you can enter the most common information for the PO header. For example, orders can be created when you use direct delivery or intercompany order chains. There are also more advanced methods for automatically creating a PO. If you use purchase agreements, POs can be created by the Release order action. Alternatively, they can be created as part of the master planning process through planned POs. Orders can be automatically created based on other documents, such as requisitions. In this case, you can reverse the sign on the inventory, as you would reverse the sign on an invoice to indicate credit.Īlthough you can manually create POs, they're more typically generated from other processes. You can also create POs by copying lines from another PO document or a sales order. This article describes some of the most frequently used options that are available. When you create a purchase order (PO), general information about the whole order is specified in the PO header, and you then add one or more PO lines. This article describes the process and options when you manually create a purchase order.
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