Purchase Order Entry Header Attributes

Description

Vendor's payment address. The system checks the Vendor Maintenance file to determine the remit-to address to display. For more information, see Defining Branch Parameters. This field is view-only.

Vendor's shipping address from which the vendor is sending the products. If you can change the ship-from vendor with instructions or notes attached, the system prompts you to use the current vendor instructions or notes for the newly selected vendor.

Note: This field can only be changed if there are no generations are in closed periods and if none of the received generations have been paid or reconciled. If even one generation is either in a closed period or has been paid or reconciled, then the system does not allow a change to this field.

Purchase order number. If this is a direct sales order, the sales order number displays.

Ordering branch's number.

Date the purchase order was entered.

Person who entered the order. You must have the POE.WRITER.EDIT authorization key to change this field.

Additional identifier that distinguishes this order from other similar orders. Frequently used for returns to enter a returned materials authorization (RMA) number.

You can also use pre-assigned order IDs with the Post Purchase Order Entry program to identify orders that have been taken off line or orders taken on legacy systems. A system administrator can limit the order IDs used, if necessary, by using the Restrict Post OE IDs to Pre-Assigned IDscontrol maintenance record.

Note: The Order ID field populates depending on the inbound 855 Add’I Doc setting, Allow Capturing Vendor Order Number for Orders.

Job bid name to which this purchase order is attached indicating that the job bid is dependent upon this purchase.

For more information, see Maintaining Job Bids or Associating Sales Orders with Job Bids in Sales Management.

Identifies whether to print the purchase order. This confirmation is sometimes after a telephone order.

Name of vendor's employee who took your order.

Indicate how the vendor wants the purchase order to be paid. Payment terms include if you can use Cash on Delivery, credit cards, or personal checks based on how your vendor does business.

For more information about changing the payment terms, see Defining Payment Terms and Credit Control Parameters in Entity Maintenance.

How freight charges will be handled. For information on handling freight charges, see Selecting Vendors for the Freight Carrier on Purchase Orders or Editing Freight Charges on Purchase Orders.

Telephone number of the vendor's employee who took your order.

Enter the print style to use when printing a purchase order. Print styles indicate how the system formats a particular document. For more information, see Printing Purchase Orders.

For more information, see Maintaining Print Styles in the Printer Set Up documentation.

Any special notes for the vendor, such as "Deliveries to back of building by 5:00 PM." For more information, see Adding Notes and Instructions on POs.

Any confidential information about any aspect of the purchase order. For more information, see Adding Notes and Instructions on POs.

Use the following menu option:

Additional > Additional Header Information

Additional > Additional Address

Additional > Change Ship-To

Additional > Change Ship-From

Additional > Standard Instructions

Additional > Vendor Internal Notes

Additional > EDI

Additional > Form Type Override

Additional > Copy to All

File > Change Log