ALTUM

How to create a new POR document in the system currency

 

POR document is very similar to purchase invoice. In order to issue a new POR document user has to:

1. Open list of POR documents by selecting proper option (Sales -> POR)

2. Click [Add] button

3. Select customer which will be assigned to a document– click button Supplier– this point is not obligatory – customer selection is optional (it’s possible to issue POR without assigned customer)

a.     Select a group to which customer belongs and then select a proper customer

                                  i.           If customer doesn’t exist, before selection execute scenario „Defining a new customer”

4. Select warehouse from which resources will be released – click button [Warehouse]:

a.   Select proper warehouse on displayed list

                                          i.    If warehouse doesn’t exist, before selection execute scenario „Defining a new warehouse”

5. Define other basic parameters (e.g. date of issue, VAT aggregation and direction, see: Purchase order receipt)

6. Successively add all the elements by clicking button [Add] in menu Items

a.     Select an item by clicking [Item] button (analogically like it is in case of customer)

                                          i.    If item doesn’t exist, before selection execute scenario How to add a new  item

7. Define parameters of element value calculation
8. Define item resources
9. Save the element

10. Points 5-8 should be repeated until all items are added

11. Save the document as unconfirmed or confirmed