Purchase order

 

Purchase orders are commercial documents which register the ordering of goods at vendors’. The source document for purchase order is a sales order. They calculate subtotal, total and tax values, they generate payments but they are not subject to payments.

 

A purchase order does not affect the quantity of goods in stock. The quantity resulting from a confirmed purchase order is presented on the list of resources, in column Orders.

 

Purchase orders are available in the menu Purchase. To be able to correctly generate a purchase order, it is necessary to define price types and price lists for received items. The lists of price types and prices lists for received items are available in the same menu. They are defined the same way as price types and price lists for releases items (see chapter Price types for released items).

 

 

List of purchase orders

The list of purchase orders is available in tab Purchase under the Purchase Orders icon.

 

ALTUM image420 Purchase order

Figure 144 Purchase orders in tab Purchase.

 

 

Each item of the purchase orders list contains:

Number – sales order number given in accordance with the applied numeration schemes (see:  Configuration -> Numerators)

Date of Issue – date of issuing the order

Expected Date – order processing date

Vendor Code – code of the salesman

Vendor Name – name of the salesman

Address – address of the salesman

Subtotal Value – subtotal value of the order

Total Value – total value of the order

Currency

Status – indicates the current status of the document

Reference Number – number of sales document

       

ALTUM image422 Purchase order

Figure 145 List of purchase orders.

 

 

Below the list of purchase orders, there is the filter panel with built-in filter options and the option allowing for the creation of individual filters. Filters are described in a separate document.

The built-in filter options allow filtering of purchase orders by:

ALTUM image001 Purchase order      Document status

ALTUM image001 Purchase order      Document currency

ALTUM image001 Purchase order      Entity type (vendor or secondary vendor)

ALTUM image001 Purchase order      Vendor code

ALTUM image001 Purchase order      Vendor’s address

ALTUM image001 Purchase order      Date of issue

ALTUM image001 Purchase order      Expected date

ALTUM image001 Purchase order      Order value

 

The filter panel can be hidden or unhidden by clicking on the buttons ALTUM image030 Purchase order and ALTUM image030 Purchase order respectively.

 

 

           

Purchase order