Add or Modify Purchase Order Terms

Explanation

In the Purchase Order window, on the Misc Order Info tab, you can add supplementary details or you can change the stated information for this purchase order, i.e., the header. Although, it is not required to enter any information in this tab, some information is automatically indicated.

The default language entered for the supplier is displayed in the Language field. It is possible to change the default value. All documents are printed in the selected language

For example, the delivery term and payment term can be retrieved from the supplier agreement, quotation, or the supplier record, depending on the circumstances. You can change the values for the order if required.

The ship via code is first retrieved from the supply chain parameters (for external suppliers: the supplier-to-site relation, and for internal suppliers: the site-to-site relation), and then from the supplier record. If the purchase order is created from an order quotation, the ship via code is retrieved from the order quotation. You can change the ship via code, either by entering the short code or by using the List of Values.

If IFS/Invoice is installed, the default invoicing supplier is retrieved from the supplier. As long at the purchase order has not been cancelled or fully matched against invoices, it is possible to choose another invoicing supplier.

Of the two address fields, the address in the Supplier Document Address field is used to send the paperwork,  while goods are sent to the address specified in the Supplier Delivery Address field.

Prerequisites

• A purchase order header must have been entered and saved.

System Effects

• Changed or added information is only valid for this particular purchase order.
• The printed purchase order will be directed to the person who is entered as the supplier contact.
• Reports that have a delivery address specified in the header are sent along with the goods, while reports that have a document address specified in the header are sent to the order-taking site.
• If the invoicing supplier is changed, the purchase order lines that currently use this invoicing supplier as the header will be updated automatically, unless they have already been cancelled, or partially or fully connected or matched against invoices. The invoicing supplier will serve as the default value for the lines that are added to the purchase order.

Window

Purchase Order

Related Window Descriptions

Purchase Order, Purchase Order/Misc Order Info

Procedure

1. In the Purchase Order window, query for the appropriate purchase order and click the Misc Order Info tab.

Optional steps:

• Enter the supplier's customer order number in the Supplier Order No field.
• If necessary, change the supplier document or delivery address using the List of Values or by manually entering the new address.
• Specify an authorization rule for the supplier in the Authorization Rule field.
• Specify (or change), the supplier contact, if you have one with the supplier. You can use the List of Values if the person has been entered in the Supplier/Comm Method tab or the Supplier/Address/General Address Info tab.
• If IFS/Invoice is installed, you can change the invoicing supplier, either by entering the short code or by using the List of Values.
• Enter a forwarding agent and a label note.

2. Save when completed.