Purchase Order

How to print: Complete the:

• Print P/O Window in PO entry, maintenance or inquiry

• Print POs and Worksheets by PO Screen

• Print PO Selection Screen

Print program: You use the PO Print Program (C64) and the PO Print Program for PO Print in PO Sequence (C76) system control values to indicate the print program to use. The default graphical print program is PURCHORDG, and the default non-graphical print program is PURCHORD. If you use a different print program, your purchase order will differ from the samples.

Working with forms: See Forms Management (My Forms) for information on displaying or printing purchase orders and other forms.

Sample purchase orders: See the graphical purchase order sample and the non-graphical purchase order sample.

The information included on the graphical and non-graphical purchase orders is the same; however, the graphical version also includes elements such as field labels, the company logo, and text boxes to highlight the printed information.

Drop ship purchase orders: See Drop Ship Purchase Order for information on generating drop ship purchase orders and sample graphical and non-graphical forms.

Email purchase orders? If the Email Purchase Order (K80) system control value is selected, you have the option to email the purchase order to the vendor. See that system control value for a discussion.

Contents:

Note: Unless otherwise indicated, field labels are included on the graphical version only.

Header information:

• Logo (graphical purchase order only): See Setting Up Company Logos for Forms for setup information.

• the words PURCHASE ORDER print in the upper right on the graphical purchase order

• Page number, preceded by the label PAGE in blue on both the graphical and non-graphical purchase orders

• Vendor fax no: From the Vendor record. No phone number formatting applies

• Purchase order number

• Revision number, preceded by the label REVISION # in blue on both the graphical and non-graphical purchase orders. Set to 1 after initial purchase order entry

• Date: Purchase order creation date

• Terms: from the Vendor record. Blank if no terms specified for the vendor

• Ship via: the description of the purchase order ship via on the purchase order header, as defined through Working with Purchase Order Ship Via (WPSV). The ship via on the order header may differ from the ship via on the purchase order detail lines. If there is no ship via on the purchase order header, this is the description of the ship via on the first purchase order detail line

• F.O.B: the FOB city from the purchase order

• Date required: the Due date from the purchase order

• Ship date: the Promise date from the purchase order, if any

• Cancellation date: the Cancel date from the purchase order, if any

• Vendor information, including:

- Vendor number, preceded by the label VENDOR # in blue on the graphical purchase order, but not the non-graphical purchase order

- Vendor name

- Vendor contact name

- Vendor address (all entered address lines)

- Vendor city, state, postal code, and country

Note: If you update the vendor record before printing the purchase order, the updated vendor information prints.

• Ship to (warehouse) name and address, including:

- Warehouse name

- Warehouse address (all entered address lines)

- Warehouse city, state, postal code, and country

Note: If you update the warehouse record before printing the purchase order, the updated warehouse information prints.

• Shipping instructions: from the purchase order header. Blank if no instructions were entered. Note: The field literal Shipping Instructions only displays on the graphical version of the purchase order. However, the actual shipping instructions will display on both the graphical and non-graphical purchase orders.

Detail information:

• For each detail line on the purchase order:

- Item number/Vendor item number: The two item numbers are separated by a slash (/) if there is a vendor item. The item number includes the SKU, if any

- Qty: the quantity in the vendor’s unit of measure, as defined for the vendor item. For example, if the vendor’s unit of measure is 12, and you order 48, the quantity is 4 (4 dozen). Otherwise, if there is no vendor item unit of measure, this is the quantity is in the item’s unit of measure

- UOM: the unit of measure used by the vendor. Otherwise, if there is no vendor item unit of measure, this is the item’s unit of measure. See Working with Units of Measure (WUOM) for more information.

- Item description/Vendor item description: The two descriptions are separated by slash (/) if there is a vendor item. The item description does not include information at the SKU level

- Date required: from the purchase order due date

- Unit price: the unit price in the vendor’s unit of measure, including the primary discount, but excluding the trade, coop or special discounts defined in the Vendor Discount table. For example, if the unit of measure is 12, and the unit price is $120.00, the price for each individual unit is $10.00 ($120.00 / 12). See Applying Discounts to a Purchase Order Line.

Note: Prices are calculated correctly for different units of measure only if you have set up conversions using Working with Unit of Measure Conversions (WUMC). You need to set up conversions both from and to the vendor’s unit of measure and your unit of measure.

- Extended amount: the extended price in the vendor’s unit of measure, calculated by multiplying the vendor’s quantity by the vendor’s unit price.

- Vendor item notes that are flagged to print on the PO only, or on the PO and worksheet

Totals:

• Total units: the total in the vendor’s unit of measure; preceded by the label TOTAL UNITS in blue on both the graphical and non-graphical purchase order. Included on the last page only of a multi-page purchase order

• Purchase order total, preceded by the label PURCHASE ORDER TOTAL in blue on both the graphical and non-graphical purchase order. Included on the last page only of a multi-page purchase order

• Special instructions: purchase order header messages and vendor notes that are flagged to print, if any exist. A maximum of 5 lines of each message type can print. Included on the last page only of a multi-page purchase order

• Prepared by: the description of the buyer on the purchase order