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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="MS-HAID" content="Fields">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Purchase Order Fields</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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span.hcp1 { color:#c0c0c0; }
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font.hcp2 { font-weight:bold; }
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img.hcp3 { border:none; }
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span.hcp4 { font-weight:bold; }
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table.hcp5 { margin-left:2.25pt; }
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tr.hcp6 { vertical-align:top; }
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td.hcp7 { padding-left:1px;
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padding-top:1px;
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padding-right:1px;
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padding-bottom:1px; }
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font.hcp8 { font-weight:bold;
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font-style:italic; }
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p.hcp9 { text-align:right; }
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-->
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Purchase Order Fields</p>
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<p class="Help-Text"><a href="../qbpos_purchasing/purchasingoverview.htm">Purchasing Overview</a> <span class="hcp1">|</span> <a href="fields10.htm">Data Field Overview</a> <span class="hcp1">|</span> <a href="../qbpos_purchasing/po602.htm">Creating a PO</a></p>
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<div>
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<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
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</div>
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<p class="Help-Text">Refer to the table below for descriptions of each purchase order (PO) field. Fields shown in brackets, e.g. <font class="hcp2">[field name]</font>, are <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic309.htm');return false;">suggested<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp3"></a> or <a href="javascript:void(0);" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_basic_procedures/basic308.htm');return false;">read-only<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp3"></a> fields auto-filled by Point of Sale. * designates a required field.</p>
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<p class="Help-Text">If, when viewing a record list, columns (fields) shown below are not visible, you can <a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">customize the list columns</a> to add them.</p>
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<p class="Help-Text">See also <a href="fields02.htm">item fields</a> for a description of common item fields that may appear on purchase orders.</p>
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<p class="Help-Note"><span class="hcp4">Note</span>: The ability to see cost fields, including margin and markup and other fields related to cost, can be controlled by <a href="../qbpos_secadmin/secadminoverview.htm">security rights</a>. If you do not have the right to view item costs, the fields will be masked like this "*****". This right affects cost fields in inventory and on all documents and reports.</p>
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<p class="Help-Text"> </p>
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<table cellspacing="0" width="378" class="hcp5">
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<tr class="hcp6">
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<td style="width:33.33%;" bgcolor="#E6E6E6" class="hcp7">
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<p class="Help-Text" style="font-weight: bold;">Field</p>
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</td>
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||||
<td style="width:66.67%;" bgcolor="#E6E6E6" class="hcp7">
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<p class="Help-Text" style="font-weight: bold;">Usage</p>
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</td>
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||||
</tr>
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<tr class="hcp6">
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<td style="width:33.33%;" class="hcp7">
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<p class="Help-Text" style="font-weight: bold;">[PO #]*</p>
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</td>
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<td style="width:66.67%;" class="hcp7">
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<p class="Help-Text">By default, a sequential number, starting with 1.</p>
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<p class="Help-Text">If preferred, you can precede the number with a text string, such as the vendor name, vendor code, or the name of the associate making the PO. You can also change the starting number. See <a href="../qbpos_company_preferences/sysprefs06.htm">company preferences</a>.</p>
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<p class="Help-Text">Follow the instructions provided on the help sidebar on the preference page.</p>
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||||
</td>
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||||
</tr>
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||||
<tr class="hcp6">
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<td style="width:33.33%;" class="hcp7">
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<p class="Help-Text" style="font-weight: bold;">Vendor*</p>
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</td>
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<td style="width:66.67%;" class="hcp7">
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<p class="Help-Text">Required. The company name identifying the vendor listed on the PO. Select a vendor from the drop-down list, press <font class="hcp8">(<F4>)</font> to go to your vendor list, or select the <span class="hcp4">F</span><font class="hcp2">ind Vendor</font> button to search by keyword.</p>
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</td>
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||||
</tr>
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||||
<tr class="hcp6">
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||||
<td style="width:33.33%;" class="hcp7">
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||||
<p class="Help-Text" style="font-weight: bold;">[Status]</p>
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</td>
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<td style="width:66.67%;" class="hcp7">
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<p class="Help-Text">The current status of the purchase order. Automatically set to <span class="hcp4">O</span><font class="hcp2">pen</font> on new POs and <span class="hcp4">C</span><font class="hcp2">losed</font> on filled POs. <a href="../qbpos_purchasing/po_status_tracking.htm">Learn more</a>.</p>
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</td>
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</tr>
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<tr class="hcp6">
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<td style="width:33.33%;" class="hcp7">
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<p class="Help-Text" style="font-weight: bold;">[Associate]</p>
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</td>
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<td style="width:66.67%;" class="hcp7">
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<p class="Help-Text">The associate creating the PO. Automatically filled with the logged in users name or, if security is not used, name can be selected from the drop-down list of defined employees.</p>
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</td>
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</tr>
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<tr class="hcp6">
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<td style="width:33.33%;" class="hcp7">
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<p class="Help-Text" style="font-weight: bold;">Date Fields:</p>
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||||
</td>
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||||
<td style="width:66.67%;" class="hcp7">
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||||
<p class="Help-Text">Most date fields are editable. Select <img src="../image/f4_symbol.gif" alt="image\f4_symbol.gif" title="image\f4_symbol.gif" width="13" height="14" border="0"> <font class="hcp8">(<F4>)</font> to access a pop-up calendar.</p>
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</td>
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</tr>
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<tr class="hcp6">
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||||
<td style="width:33.33%;" class="hcp7">
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<p class="Help-Text" style="margin-left: 27.00pt; text-align: right;">[Order Date]</p>
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</td>
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<td style="width:66.67%;" class="hcp7">
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<p class="Help-Text">Default: the date when the PO was created. Editable.</p>
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</td>
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</tr>
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<tr class="hcp6">
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||||
<td style="width:33.33%;" class="hcp7">
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<p class="Help-Text" style="margin-left: 27.00pt; text-align: right;">[Ship Date]</p>
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</td>
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||||
<td style="width:66.67%;" class="hcp7">
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<p class="Help-Text">PO Ship Date: Enter the estimated shipping date for the order. Included on merchandise on-order reports.</p>
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</td>
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||||
</tr>
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||||
<tr class="hcp6">
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<td style="width:33.33%;" class="hcp7">
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<p class="Help-Text" style="margin-left: 27.00pt; text-align: right;">[Cancel Date]</p>
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</td>
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<td style="width:66.67%;" class="hcp7">
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<p class="Help-Text">Optional field. Enter the date after which delivery may be refused. You can be alerted when receiving items against a PO past is cancel date via a <a href="../qbpos_company_preferences/companyprefs_receiving.htm">company preference</a> setting, but can still accept the shipment at your discretion. If this preference is not set, the Cancel date is ignored.</p>
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</td>
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</tr>
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<tr class="hcp6">
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||||
<td style="width:33.33%;" class="hcp7">
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<p class="Help-Text" style="text-align: right; margin-left: 36px;">[Payment Due]</p>
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</td>
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<td style="width:66.67%;" class="hcp7">
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<p class="Help-Text">Calculated date field. <font class="hcp2">Ship Date + Net Due Days</font> from terms. Included for planning and reporting purposes.</p>
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</td>
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</tr>
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<tr class="hcp6">
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<td style="width:33.33%;" class="hcp7">
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<p class="Help-Text" style="font-weight: bold;">Item Fields</p>
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</td>
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<td style="width:66.67%;" class="hcp7">
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<p class="Help-Text">These fields are located in the item list on the purchase order form.</p>
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</td>
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</tr>
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<tr class="hcp6">
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<td style="width:33.33%;" class="hcp7">
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<p class="Help-Text" style="text-align: right;">Ordered (Qty)</p>
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</td>
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<td style="width:66.67%;" class="hcp7">
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<p class="Help-Text">Order Quantity: In the purchase order item list. Enter the quantity being ordered for the item.</p>
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</td>
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</tr>
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<tr class="hcp6">
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<td style="width:33.33%;" class="hcp7">
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<p class="Help-Text" style="margin-left: 36px; text-align: right; font-weight: normal;">[On Order]</p>
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</td>
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<td style="width:66.67%;" class="hcp7">
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<p class="Help-Text">On-Order Quantity: The quantity currently on order for the item. Updated with this POs order quantity when saved. May include order quantities from other POs.</p>
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</td>
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</tr>
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<tr class="hcp6">
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<td style="width:33.33%;" class="hcp7">
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<p class="Help-Text" style="margin-left: 36px; text-align: right; font-weight: normal;">[Received]</p>
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</td>
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||||
<td style="width:66.67%;" class="hcp7">
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<p class="Help-Text">Received Quantity: The ordered item quantity already received on receiving vouchers.</p>
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||||
</td>
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</tr>
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<tr class="hcp6">
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<td style="width:33.33%;" class="hcp7">
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<p class="Help-Text" style="margin-left: 36px; text-align: right; font-weight: normal;">[Due]</p>
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</td>
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||||
<td style="width:66.67%;" class="hcp7">
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||||
<p class="Help-Text">Due Quantity: The item quantity remaining to be received.</p>
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||||
</td>
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</tr>
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<tr class="hcp6">
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<td style="width:33.33%;" class="hcp7">
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<p class="Help-Text" style="margin-left: 36px; text-align: right; font-weight: normal;">[Cost]</p>
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</td>
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<td style="width:66.67%;" class="hcp7">
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<p class="Help-Text">Order Cost: The cost at which an item is being ordered on the PO. Suggested as the current inventory <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_ordercost">order cost</a>, but can be edited, as necessary. Up to five decimal places can be entered and are used in program calculations; though only two decimals are displayed.</p>
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</td>
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</tr>
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<tr class="hcp6">
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<td style="width:33.33%;" class="hcp7">
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<p class="Help-Text" style="text-align: right; font-weight: normal;">[Ext Cost]</p>
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</td>
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<td style="width:66.67%;" class="hcp7">
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<p class="Help-Text">Extended cost: The quantity ordered multiplied by the unit cost. Editable.</p>
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<p class="Help-Text">If ordering items with fractional cent costs, you can enter the quantity and extended cost, and Point of Sale will calculate the unit cost. Two decimals are displayed; five are stored and used in calculations.</p>
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</td>
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</tr>
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<tr class="hcp6">
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<td style="width:33.33%;" class="hcp7">
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<p class="Help-Text" style="text-align: right;">[Avail Qty]<br>
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(Pro)</p>
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||||
</td>
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||||
<td style="width:66.67%;" class="hcp7">
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<p class="Help-Text">Available Quantity. Quantity available for immediate sale. Equal to on-hand quantity less quantity committed on active customer orders. <a href="../qbpos_inventory/inven_avblqty_tracking.htm">Learn More</a>.</p>
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||||
</td>
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||||
</tr>
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||||
<tr class="hcp6">
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<td style="width:33.33%;" class="hcp7">
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||||
<p class="Help-Text" style="text-align: right;">[Unit of Measure]</p>
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||||
<p class="Help-Text" style="text-align: right;"> (Pro)</p>
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||||
</td>
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||||
<td style="width:66.67%;" class="hcp7">
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||||
<p class="Help-Text">Used to display or change the unit (size) of the item being ordered when using the <a href="../qbpos_inventory/inven_uom_multiple.htm">multiple units of measure</a> feature. Defaults to your default order-by unit.</p>
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||||
</td>
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||||
</tr>
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<tr class="hcp6">
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<td style="width:33.33%;" class="hcp7">
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<p class="Help-Text" style="font-weight: bold;">Totals Fields</p>
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||||
</td>
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||||
<td style="width:66.67%;" class="hcp7">
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||||
<p class="Help-Text">These fields apply to the entire PO and are displayed at the bottom of the PO form and typically also in the purchase order list.</p>
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||||
</td>
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||||
</tr>
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||||
<tr class="hcp6">
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||||
<td style="width:33.33%;" class="hcp7">
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||||
<p class="Help-Text" style="text-align: right;">[SubTotal]</p>
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||||
</td>
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||||
<td style="width:66.67%;" class="hcp7">
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||||
<p class="Help-Text" style="font-weight: normal;">The total cost (sum of extended item costs) of the PO before applying any discounts or fees.</p>
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||||
</td>
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||||
</tr>
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||||
<tr class="hcp6">
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||||
<td style="width:33.33%;" class="hcp7">
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||||
<p class="Help-Text" style="text-align: right;">Discount %</p>
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||||
</td>
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||||
<td style="width:66.67%;" class="hcp7">
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||||
<p class="Help-Text">Discount Percentage: Enter a percentage <a href="../qbpos_purchasing/po614.htm">discount</a> applicable to the PO. Discounts are applied to the PO subtotal. Entering a discount percentage causes the <font class="hcp2">Discount</font> (amount) field to be automatically calculated.</p>
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||||
</td>
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||||
</tr>
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||||
<tr class="hcp6">
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||||
<td style="width:33.33%;" class="hcp7">
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||||
<p class="Help-Text" style="text-align: right;">Discount</p>
|
||||
</td>
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||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">Discount Amount: Enter the amount of any discount applicable to the PO. Discounts are applied to the PO subtotal. Entering an amount causes the <font class="hcp2">Discount %</font> field to be automatically calculated.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="text-align: right;">Fee</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">Enter any <a href="../qbpos_purchasing/po615.htm">fee</a> applicable to the PO. For example, a special handling fee might be applied to an order.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="text-align: right;">[Total]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">The total PO amount after discounts and fees are applied.</p>
|
||||
<p class="Help-Text">Total = Subtotal Discount + Fee</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="text-align: right;">[Qty Ordered]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">The total PO quantity ordered, combined for all items.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="text-align: right;">[Qty Received]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">The total document quantity received to date.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="hcp9">[Unfilled %]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">The percentage of the total PO quantity that has not yet been received. Updated when a voucher that references the PO is updated.</p>
|
||||
<p class="Help-Text">Unfilled % = (Qty Due / Qty Ordered) X 100</p>
|
||||
<p class="Help-Text"><a href="../qbpos_purchasing/po632.htm">See PO fill status</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="hcp9">[Total Due]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">The total document quantity remaining to be received. Updated by receiving vouchers.</p>
|
||||
<p class="Help-Text">Due = Qty Ordered Qty Received.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="font-weight: bold;">Instructions</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">1) Field on PO form for entering instructions to vendor regarding the order. <a href="../qbpos_purchasing/po_instructionscomments.htm">Learn more</a>.</p>
|
||||
<p class="Help-Text">2) Up to two lines of optional text that print on POs, but are not displayed on-screen. Defined in <a href="../qbpos_company_preferences/sysprefs06.htm">company preferences</a>.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="font-weight: bold;">[No of Items]</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">In PO List only: The total number of items (SKUs, not units) ordered on the PO.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
|
||||
<table cellspacing="0" width="378" class="hcp5">
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="font-weight: bold;">[Lay/SO/WO#]<br>
|
||||
(Pro)</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">PO list. If you <a href="../qbpos_customer_orders/custorder_generatepo.htm">generated</a> the PO from a customer order, the order number populates this field for cross-reference.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="hcp6">
|
||||
<td style="width:33.33%;" class="hcp7">
|
||||
<p class="Help-Text" style="font-weight: bold;">Ship To Store/Address  (Pro)</p>
|
||||
<p class="Help-Text" style="font-weight: bold;"> </p>
|
||||
<p class="Help-Text" style="font-weight: bold;">Bill To Store/Address  (Pro)</p>
|
||||
</td>
|
||||
<td style="width:66.67%;" class="hcp7">
|
||||
<p class="Help-Text">The number and address for the store being shipped the ordered merchandise.</p>
|
||||
<p class="Help-Text"> </p>
|
||||
 
|
||||
<p class="Help-Text">The number and address for the store where vendor should send the bill for the purchased merchandise.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</table>
|
||||
|
||||
<p class="Help-Text"><a href="fields06.htm">Return to top</a></p>
|
||||
<p class="Help-Text"><a href="fields_capacities.htm">Program capacities</a></p>
|
||||
<script type="text/javascript" language="JavaScript1.2">
|
||||
//<![CDATA[
|
||||
if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
|
||||
FilePopupInit('a1');
|
||||
FilePopupInit('a2');
|
||||
//]]>
|
||||
</script>
|
||||
</body>
|
||||
</html>
|
||||
Reference in New Issue
Block a user