Purchase Order Fields
This section describes the fields and actions on the Purchase Orders workspace.
Card Part Fields
| Field | Description |
|---|---|
| Description | This field displays a brief description of the PO.
You can enter a value for this field or update as needed. This is a free-text field. |
| Purchase Order No. | This field displays the PO number. |
| Field | Description |
|---|---|
| Requisitioner | This field displays the employee name or number of the employee who requisitioned the items on the current PO.
You can enter a value for this field or update it as needed. If you do not specify a value, Maconomy automatically selects the employee name of the user creating the PO. |
| Submitted by | This field displays the name of the employee who submitted the current PO. |
| Approved by | This field displays the name of the employee who performed the final approval of the current PO.
If you use approval hierarchies for the approval of POs, and if the current PO has been approved by more than one employee, this field displays the name of the employee who made the latest approval of the purchase order. |
| Closed by | This field displays the name of the user who closed the current PO. |
| Remarks | This field displays remarks about the purchase order.
You can enter a value for this field or update it as needed. |
| Company | This field displays the name and number of the company responsible for the purchase order.
You can enter a value for this field or update it as needed. |
| Location | This field displays the value for the Location dimension. |
| Entity | This field displays the value for the Entity dimension. |
| Project | This field displays the value for the Project dimension. |
| Field | Description |
|---|---|
| Name 1 | This field displays the name and number of the pay to vendor.
Update the information as needed. |
| Name 2-4 | This field displays the address of the vendor.
Update the information as needed. |
| Zip Code | This field displays the zip code of the postal district of the vendor address.
Update the information as needed. |
| Postal District | This field displays the postal district of the vendor address.
Update the information as needed. |
| Country | This field displays the country in which the vendor resides.
Update the information as needed. |
| Name 5 | This field displays any additional information regarding the vendor's address.
Update the information as needed. |
| Attention | This field displays the name of the intended recipient of the address.
Update the information as needed. |
| Phone | This field displays the vendor's phone number.
Update the information as needed. |
| This field displays the vendor's email address.
Update the information as needed. |
| Field | Description |
|---|---|
| Currency | This field displays the vendor's currency.
You can select a value for this field or update it as needed. |
| Line Sum, Currency | This field displays the sum of prices based on values entered in the Price field on the Specifications tab. The value in this field is displayed in the currency of the PO. |
| Invoice Discount % | This field displays the invoice discount percentage.
The invoice discount is deducted from the line sum, and this is shown on the purchase order printout. The vendor can then see how much you expect to be invoiced for. Note that an invoice discount % is added to any discount entered on individual purchase order table lines. You can enter a value for this field or update it as needed. |
| Invoice Discount, Currency | This field displays the invoice discount amount specified in the purchase order.
For PO lines with items, any invoice discount is deducted from prices for the individual item lines, before the items are placed in the warehouse. This ensures that costs are correct. You can enter a value for this field or update it as needed. |
| Expense % | This field displays an expense percentage, such as for a handling charge.
You can enter an estimated expense percentage (based on previous charges), or update the value as needed. |
| Delivery Costs | This field displays the amount representing expenses for items purchased on the current order, such as for a handling charge.
You can enter an estimated amount (based on previous charges), or update the value as needed. |
| Invoice Tax Sum | This field displays the total amount in taxes. |
| Invoice Amount | This field displays the total invoice amount including tax and discounts. |
Card Part Actions
| Button | Description |
|---|---|
| + New Purchase Order | Click this action to create a purchase order. |
|
Click this icon to refresh data in the current workspace. |
|
Click to display the list view. Click to display the detailed view. |
| Save | Click this action button to save changes to the current record. After saving changes, the record status updates accordingly, and the Save action button is disabled until additional changes are made. |
| Revert | Click this action button to undo changes made to the current record, or to any of its lines. |
| Submit |
Click this action button to submit a record for approval. After submission, the record status is updated, and this action is disabled until you make additional changes. Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies, or follows a simple workflow.
|
| Approve | Click this action button to approve the current record.
Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies, or follows a simple workflow.
|
| Reject... | Click this action button to reject the current record.
Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies.
|
| Other Actions | In the Purchase Orders workspace, this drop-down list includes the following actions:
|
