Insert Line Item

Click on the Insert Button.  A Select Panel will be displayed.

Line Items can be ordered for Equipment, Freight, Inventory Replenishment, Locations or Work Orders.

 

If the Costing Option was purchased

You will also be able to order for CC (Charge Code).

Ordered For - Enter (CC), EQ, IN, LC or WO.  A Lookup is provided.

A Select Panel will be presented.  A Lookup will be provided for Charge Code, Equipment ID, Inventory ID, Location ID or Work Order #.

Code, ID or # - Enter the Code, ID or #.  A Lookup is provided.

Billable - (Service Billing Option Only)  Set the Billing Status for this Line Item.

Description of Purchase - Enter a concise description of the item to be purchased..

Quantity Requested - Enter the desired quantity.

Unit Cost - Enter the Unit Cost.

Taxable - Place a Check Mark in this Check Box if tax should be paid when the item is purchased.

Click on the Save Button to save your insertion or click on the Cancel Button to cancel it.  In either case, you will return to the Select Panel.  Click on the Done Button if you have no more Line Items to add.

Edit Line Item

 

Double-click on a Line Item to change its data.  An Edit Panel will be displayed.

Billable - (Service Billing Option Only)  Set the Billing Status for this Line Item.

Description of Purchase - Change the description as desired.

Quantity Requested - Change the quantity as desired.

Unit Cost - Change the unit cost as desired.

Taxable - Place a Check Mark in this Check Box if tax should be paid when the item is purchased.

Click on the Save Button to save your changes or click on the Cancel Button to cancel them.  In either case, you will return to the Grid.

Delete

Highlight a Line Item and click on the Delete Button.  You will be asked to confirm the deletion.

Purchase Order Data Entry

Access via the Purchasing Icon : Purchase Order Data Entry.

Purchase Orders are the second step in the Purchasing process and can be used to consolidate Requisitions.  However, Purchase Orders do not require Requisitions.  Line Items can be added directly from the Purchase Order screen.  Purchase Orders can be printed and sent to a Supplier.  Receiving and Invoice Reconciliation processes are part of the full Purchasing process.

Use Data Input Instructions with the exception that when you click on  the next sequential Purchase Order Number will automatically be assigned.

The Purchase Order screen uses four pages.

Billable - (Service Billing Option Only)  Check or uncheck this box to set  the default Billing Status of all Line Items added to the Purchase Order.  The Line Item's Billing Status can then be changed after the Line Item is added.  Checking or unchecking this box after Line Items have been added will reset all Line Items to the default Billing Status.

Corporate PO - Enter the Corporate Purchase Order. (Reference Only).

Supplier Information Group Box

Select the Supplier Type - Vendor or Manufacturer.

Vendor or Manufacturer ID - Enter the ID of the Vendor or Manufacturer.  A lookup is provided.

Show Receipts Button - Click on this button to invoke the Receipts Panel.  All Receipts against this Purchase Order will be displayed in a Grid.  Click on the Done Button when you have finished viewing the Receipts.

Freight Cost Center - The Freight Cost Center will initially be the Default Freight Cost Center as specified on the System Initialization screen.  It can be changed.  A lookup is provided.

Tax Cost Center - The Tax Cost Center will initially be the Default Tax Cost Center as specified on the System Initialization screen.  It can be changed.  A lookup is provided.

You have three options:

    Automatic Add

    Select from Supplier

    Select from All