If you choose, you may create purchase orders in this screen. You can create purchases orders for any item except board. Board Orders still need to be created in the Board Ordering Module. You can bypass this screen if you are not going to issue a purchase order for any of the items by selecting <Next>.
You will see the following fields:
"X": Double click to place an X in this column. The X signifies that a purchase order is going to be created for this item.
Vendor: Enter the vendor that you want to order this item from.
Ordered: This field displays the quantity that you have specified to order for this item.
OnHand: This field displays the quantity that is currently onhand for this item.
Ship To: This field displays the ship to address for this item. This information comes from what is entered into the Loct1 field.
Beside the Ship To field is a box for special instructions. You can add\delete anything in this screen and it will print on the purchase order. The special instructions list all the characteristics about that item; test, flute, etc.
Ship Via: Enter the shipping method for this purchase order.
FOB: Enter the FOB destination.
Remarks: Enter any remarks pertaining to this purchase order. These remarks will print on the purchase order.
Due Date: Enter the date that this purchase order is due.
Spec: This field displays the item's specification number, if there is one assigned. Not all items will have a specification number.
Item: This field displays the item number.
Description: This field displays the description of the item.
Vendor: This field displays the vendor that was selected for this purchase order.
Qty1: Enter the order quantity for Loct1. If the order is for 1,000 and 500 is getting drop shipped to the customer and 500 is being shipped to your warehouse, then for Qty 1 you would enter 500 and the location and then for Qty2 you would enter 500 and the second location.
Loct1: Enter the location for Qty1 (i.e. Warehouse 1, Onsite, Drop Shipped).
Cost: Enter your cost for the item.
UOM: Select the unit of measure the order is based on (i.e. EA, M, etc.).
If you scroll over on this screen, you will see the following fields:
Taxable: Select Y if item is taxable or N if non-taxable.
ShipVia: This field displays the shipping method that was entered in the Ship Via field.
ExtCost: This field displays the total cost of the purchase order being created.
Qty2: Enter the order qty for Loct2, if applicable. Otherwise leave blank.
Loct2: Enter the location for Qty2, if applicable. Otherwise leave blank.
Unit Cost: This field displays the price per unit of measure.
REVIEW: You must review the purchase order(s) in order for the purchase order to be committed. Click the "Review" button at the bottom of the screen. Once the purchase order has been committed, this field will change from red to black.