The Order (ALT-O) tab displays the purchase order document ID, vendor code, terms code (and description), due date, and the "mark as ordered" status flag. The "mark as ordered" flag is important; it determines whether this purchase order (when saved) should or should not affect each ordered item's "on-order" quantities. Typically, this would be done only once the order is ready to be submitted to the vendor (after all additions and changes have been completed, for example).

Order #

The document identifier assigned to this purchase order. Document identifiers consist of two (2) elements separated by a dash (-). The first element, 4-digits, is automatically set and represents the year and month (YYMM) that the document was created during. For example, a document that starts with "1612" indicates that it was created in December of 2016. The second element, 6-characters is the "sequence" part of the document. This element can include numbers and letters. In limited cases, such as with purchase orders, it can be either automatically set or manually entered. Optionally, the sequence can include an automatic prefix assigned that is determined by the type of document and the branch (location).

Vendor

The vendor (code) assigned to this purchase order. Vendors can be added from the Vendor Maintenance form available from the Database menu in Purchasing.

Terms Code

Terms codes are used along with Payables and indicate the discount percentage (if any), discount date (if any), and due date for payment of the purchase to the vendor (or pay-to vendor). Terms codes are optional and may be assigned to a vendor so that they are automatically associated with that vendor's purchases. Terms codes can also be manually added to a purchase order. Terms Codes are defined from the Terms Code maintenance form.

The text description assigned to the terms code (if any) is shown the text area below the drop down control. The text description for a terms code is manually determined by the user who created the terms code and does not necessarily reflect the actual settings of the code in question.

Due

This indicates the expected delivery date of the order (when it is due to be received). This is not related to payment. The due date of purchase orders can affect purchasing calculations for PO Builds since it is used in the calculation of POQDue quantities (upcoming purchases). This is done so that purchases due in the recent future are not used when determining quantities needed for ordering, for example.

Mark as Ordered

This check box determines whether or not the items associated with this purchase order should affect on-order quantities. Items are not considered "on-order" until the purchase order is saved with this check box checked. Purchase orders generated as a result of special orders on customer orders are not automatically set as "ordered." In addition, direct ship purchase orders don't affect on-order quantities since the materials are shipped directly to the customer and never received into inventory.