More about the home page.
- In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
- In the Recent section, select an item from the drop-down list on the right to display a brief list of the top records matching that criteria. The choices are listed in the table that follows.
- From the list, you can click any purchase order name to go directly to its detail.
- Click New to create a new purchase order.
| Recent Choice | Description | |
|---|---|---|
| Recently Viewed | The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users. | |
| Recently Created | The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you. | |
| Recently Modified | The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you. |
Purchase orders enable you to acquire inventory for your organization when you use an Internal Purchase Order. Purchase orders can be created to fulfill sales orders, production orders and to acquire capital equipment to be used in your organization. Purchase orders can be shipped to a warehouse in your organization or they can be drop shipped to a location outside your organization. In addition, you can create a purchase order from a requisition.
Purchase Order Types
There are two basic types of purchase order:
- Internal purchase order - The item will be added to the company inventory. This purchase order type is also known as an inventory purchase order.
- Drop ship purchase order - The item will be shipped directly from a supplier to the customer.
| Purchase Order Type | Description |
|---|---|
| Approved Drop Ship Purchase Order | A Drop Ship Purchase Order that has been approved. |
| Approved Internal Purchase Order | An Inventory purchase order that has been approved. |
| Drop Ship Purchase Order | A Drop Ship A retail supply chain management technique where the seller does not keep goods in stock, but instead transfers orders and shipment details to either the manufacturer or wholesaler, who then ships the goods directly to the customer. purchase order is shipped directly from the supplier to a location, the drop ship customer address rather than a company address or warehouse. |
| Internal Purchase Order | An Internal purchase order is an inventory purchase order that is shipped to an address or warehouse belonging to the company. |
Purchase Order Line Types
There are several types of purchase order lines that you can add to a purchase order depending on the reason for which it is being purchased.
The purchase order line record types that would normally require a receipt are indicated in the Receipt column. The purchase order line record types that don't have an associated inventory position are indicated in the Inventory Position column.
|
Purchase Order Line Type |
Description |
Receipt |
Inventory Position |
|---|---|---|---|
| Blanket Order | Use the blanket order line type to create a purchase order line based on an existing agreement with a supplier. | Yes | Yes |
| Capital Equipment | Use the capital equipment line type to purchase capital equipment for use in your organization. The incoming items go through a receiving process, but they do not become part of inventory. | Yes | No |
| Contractor | Use the contractor line type to purchase a contract type service for instance, consulting hours, lawn care, decorating or another service that is required to enhance your organization. | No | Yes |
| Description | Use the description line type for an item that has no item master set up or an item that will not become part of your capital equipment portfolio. This type of item will be consumed or utilized by your organization and won't be subject to depreciation. This line type can be received as required. | Yes | No |
| Item | Use the item line type for inventory and drop ship purchase order record types. There will be an item master associated with the item or service that is the subject of the purchase order. | Yes | Yes |
| Logistics | Use the logistics line type to enter a purchase cost incurred in association with a specific item or items. | No | Yes |
| Misc. Charge |
Use the misc. charge line type when there are miscellaneous charges applicable that cannot be categorized by one of the other line types. |
No | Yes |
| Service | Use the service line type for a service type purchase order where one or more items are out shipped out for a service and received back into inventory following the service. | Yes | Yes |
Procedural Differences Between Line Types
There are slight variations in the layout of the purchase order line item page depending on the line type selected.
Rebates
When you create a purchase order if the purchase order is eligible for rebates they are applied to the purchase order automatically.
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