This window contains all the possible fields for PO Entry footer processing.
The ending routine consists of final fields prior to completion of the purchase order. The ending routine is not accessible if you have not entered line-items for the PO. If the vendor and warehouse have a buying target set up in the vendor/warehouse review record, then the system displays the buying target only if the PO is over 80% of the buying target but has not reached it. You then have the option to increase the line-items up to the buying target dollar amount. If you enter N, the program accesses to the ending routine. If you enter Y, the system automatically orders proportionately more of each item to hit the dollar-buying target (if the buying target is weight, the system does not calculate new order amounts automatically). The ending routine information is displayed on the bottom portion of the screen and a new total is displayed in the lower right (running total of all line-item extensions plus tax, plus freight, etc.). The new total is initially equal to the purchase order total amount, but is redisplayed whenever an adjustment (tax, freight, etc.) is made in the ending routine. At the end of the ending routine, the new total represents the total amount of the purchase order.
Tip: When you press Enter or Tab, the additional fields that appear, such as reference number, freight Code, a buyer code, etc., depend on the settings selected in PO Entry Options F/M. This topic details all possible entries. Most of these entries already display default information; you can modify these values.
You must first print the PO before you can receive it. You can independently receive line items on purchase orders into inventory. In other words the entire PO does not have to be complete before line items can be put into the inventory control or sales order systems. As you receive the goods on the PO lines, enter them into the system through Receipt Entry. When you run the Receipt Register, the system updates each PO line items’ status to partially received or complete. When all the line items have been completed the register moves the entire PO to the past purchase order file.
Use the following field descriptions to enter information for purchase order footers.
1. Memo
In the purchase orders static control record you establish the summary memo. The memo may include special instructions, good will messages, etc., and prints on the purchase order. Press Enter to initially default to the standard memo. If no memo is desired, press the space bar before pressing Enter. Press F4 to back up.
2. Freight
Through the Include Freight flag in the purchase orders static control record, you establish whether freight is to be entered. If the flag is set to N, no freight is included and this field is skipped. If freight is included, enter the freight amount (.00-9999.99). Press Enter to default to 0.
3. Tax % (Percent)
Through the Include Tax flag in the purchase orders static control record, you indicate whether tax should be entered. If the flag is set to N, no tax is included and this field is skipped. If tax is included, enter the tax percent. The amount is calculated and displayed. If the Taxable flag in the Purchase Orders Entry Options F/M is set to N then only items with the taxable flag in the inventory item file set to Y are subject to tax, otherwise only those lines that a Y was entered for Lead Time are subject to tax.
4. Print Purchase Order Now/Add To Reprint File
Indicate whether to print the purchase order now or to save for batch/printing.
If the PO has already been printed then the prompt asks you if the PO should be added to the PO reprint file. Press Enter to default to N.
This completes the ending routine of the Purchase Order Entry program. The purchase order is printed if that option is selected. Upon completion of the update, the screen is cleared of all field information and the program returns to the purchase order number field #1 to await further entries.
How to enter or change purchase orders information