Options

Header Detail-Displays the header record, all header fields except #1-4 are accessible through the change header routine. The PO number, vendor, type, and ship-from values can only be changed by deleting and re-entering the PO.

Line Detail-Displays the Line Detail for Purchase Order screen, which is used to view and modify item descriptions, promise and request dates, item details, item/vendor info, and item cost info. .

Warehouse or Direct-Accesses the Warehouse/Direct Ship Selection dialog box to create a direct shipment, select press F1. If the PO is a direct ship, enter the warehouse that is to be the initiating warehouse. The warehouse entered for a direct ship is stored only to determine where the PO originated; inventory quantities and restocking controls are not affected.

Job Number-Displays the job Information dialog box, which is sued to enter the valid job number to post this entry against. For valid job numbers, the system displays the job name, customer number and name, and billing type. Press Enter to default to the last job number entered (if any). Press F2 to search. Note: If the Use Job Cost flag is set to N in the purchase orders static control record or if the item is a special order or the purchase order is a direct ship, the system skips this field.

Import Planned Special Order POs-Allows you to import planned special order POs. This option is available for purchase orders that are not direct ships and have planned special order purchase orders on file for the specified vendor.

Import Items - Allows you to import items from existing documents (open purchase orders, non-po receipts, purchase order receipts, updated purchase orders, updated non-purchase orders, past purchase orders and past non-pos). Use the Import Items (POE151) dialog box to duplicate the line items on another document. Policy flags set in the PO Document Import Control F/M (POF972) indicate whether or not you can duplicate lines from a document for a different customer and how the pricing gets updated when the import occurs. The system allows you to select the document type, reference number and default pricing option (if applicable) and then displays the Import Item Selection dialog box so you can select the items to import to the new document.

Standard Buy (for PO Entry (POE210) only) - Allows you to import, edit or make a standard buy for the specified vendor and ship from location. Click:

Standard Buy>Import to import the standard buy for the specified vendor/ship from combination.

Standard Buy>Make to replace an existing standard order for the specified vendor/ship from combination with the current PO lines.

Standard Buy>Edit to access the standard buy for the specified vendor/ship from combination in Standard Buy Entry (POE250).

Return Surplus - Allows you to import return surplus from existing documents (open purchase orders, non-po receipts, purchase order receipts. Use the Import Items (POE151) dialog box to select the return surplus line items and specify the return quantity. Return surplus management is available for stocked, active, warehouse/items that are replenished if the Returns Tracking check box is selected on the Returns view of PO Static Control (POF980).