Add or Modify Purchase Order Terms
Explanation
In the Purchase Order
window, on the Misc Order Info tab, you can add
supplementary details or you can change the stated information for this purchase order, i.e., the header. Although, it is not required to
enter any information in this tab, some information is automatically indicated.
The default language entered for
the supplier is displayed in the Language field. It is
possible to change the default value. All documents are printed in the selected
language
For example, the delivery term and payment term
can be retrieved from the supplier agreement, quotation, or the
supplier record, depending on the circumstances. You can change the values for
the order if required.
The ship via code is first
retrieved from the supply chain parameters (for external suppliers: the
supplier-to-site relation, and for internal suppliers: the site-to-site relation),
and then from the supplier record. If the purchase order is created from an
order quotation, the ship via code is retrieved from the order quotation. You
can change the ship via code, either by entering the short code or by using the
List of Values.
If IFS/Invoice is installed, the default invoicing supplier is retrieved
from the supplier.
As long at the purchase order has not been cancelled or fully
matched against invoices, it is possible to choose another invoicing
supplier.
Of the two address fields, the address in the Supplier
Document Address field is used to send the paperwork, while goods are
sent to the address specified in the Supplier Delivery Address field.
Prerequisites
- A purchase order header must have been entered and saved.
System Effects
- Changed or added information is only valid for this particular purchase order.
- The
printed purchase order will be directed to the person who is entered as the supplier contact.
- Reports that have a delivery address specified in
the header are sent along with the goods, while reports that have a document
address specified in the header are sent to the order-taking site.
- If the invoicing supplier is changed, the purchase order
lines that currently use this invoicing supplier as the header will be
updated automatically, unless they have already been cancelled, or partially
or fully connected or matched against invoices. The
invoicing supplier will serve as the default value for the lines that are added to the
purchase order.
Window
Purchase Order
Related Window Descriptions
Purchase Order, Purchase Order/Misc Order Info
Procedure
- In the Purchase Order window, query for
the appropriate purchase order and click the Misc Order Info
tab.
Optional steps:
- Enter the supplier's customer
order number in the Supplier Order No field.
-
If necessary, change the supplier document or delivery
address using the List of Values or by manually entering the new address.
- Specify an authorization rule for the supplier
in the Authorization Rule field.
- Specify (or change), the supplier contact, if you have
one with the supplier. You can use the List of Values if the person
has been entered in the
Supplier/Comm Method tab or the
Supplier/Address/General
Address Info tab.
- If IFS/Invoice is installed, you can change the
invoicing supplier, either by entering the short code or by using the List
of Values.
- Enter a forwarding agent and a
label note.
- Save when completed.