The Header tab contains information about the buyer, vendor, order date, procurement type and the status of the purchase order.
Enter, or click 
to select, a valid buyer ID. The buyer must already exist on the Manage Buyers screen, and must be linked to the appropriate project, organization and account, as well as vendors, or Costpoint displays a warning message indicating that the buyer is not authorized.
The buyer must also be authorized for the PO line's inventory abbreviation information in the Accounting Defaults tab and the Accounts subtask. Buyers must also be authorized for PO entry, as assigned by selecting the appropriate check boxes such as Purchase Orders, Blanket Orders, Release Orders and Subcontract Orders in the PO Entry Authorization group box on the Manage Buyers screen. Once you have entered a buyer, the name of the employee assigned to the buyer displays.
Enter, or click to select, the buyer’s organization ID. By default, this field displays the value from the Home Organization of the Manage Employee Salary Information (LDMEHIS) screen.
Enter, or click to select, a valid vendor. The vendor must not be flagged as a payroll vendor, and its Approval Code must not be Not Approved. If the vendor has an Approval Code of Pending, Costpoint displays a warning, and the purchase order must have a status of Pending. The vendor must already exist in the Manage Vendors screen. Once you have entered a vendor, the vendor name also displays.
Enter, or click to select, an address code for this vendor indicating where this purchase order is to be sent. The address code you select here will automatically populate the fields on the Vendor Address tab.
Enter, or click to select, a valid (primary and active) NAICS code associated with the PO vendor, as established on the Manage Vendors screen. If a primary code is not specified, or is inactive, this field is blank. If you change the PO vendor, the primary and active code associated with the PO vendor will be loaded, but can still be edited. Manually entered NAICS code should be an active code, whether the code is primary, non-primary, or unspecified on the Manage Vendors screen.
Enter, or click 
to select, the date when this purchase order was placed. The system date is the default for new purchase orders. This date displays in the PO line Order Date field when you add a new line to a new PO. You can change all order dates for existing PO lines as needed.
Select the status of this purchase order from the drop-down list. The default status for new PO lines is established in the Initial Status group box on the Configure Purchasing Settings screen, and Costpoint updates this status as the purchase order progresses through Costpoint. However, you can also modify the status manually. The system-defined status types are:
Closed - This purchase order was closed by the user. No further processing occurs.
Open - This purchase order is open and ready for receipts and invoices to be entered against it.
Pending - This purchase order is pending approval and cannot be received or invoiced against until it has changed to Open status.
Void - This purchase order was voided. Items were ordered, but were later canceled. No processing occurs, and no receipts are entered.
System Closed - This purchase order was closed by Costpoint because it has been fully received or vouchered.
Enter, or click to select, the procurement type code that applies to this purchase order. This code must already exist in the Manage Procurement Types screen.
Select this check box to automatically populate the Item and Rev fields if you enter a value in the Item Description field, so long as the value exactly matches the description of an item that has been pre-created on the Manage Parts, Manage Goods, and Manage Services screens. If this check box is not selected, Costpoint will not automatically populate the Item and Rev fields, even if you enter a value in the Item Description field that exactly matches the description of a pre-created item.