Use this tab to enter and/or view contact and acknowledgment information, along with vendor terms.
Use this tab to add or modify information on purchase orders or blanket orders.
You must initialize the Employee User Flow (People\Maintain\Employee), Buyers (Materials\Configure\Purchasing), Project User Flow (Projects\Maintain\Project), Accounts (Accounting\Maintain\Accounts), Organization Elements (Accounting\Maintain\Organizations), Vendor User Flow (Materials\Maintain\Vendors), and the G/L Settings screens before you add records in this tab.
Enter, or use Lookup to select, up to 15 alphanumeric characters to identify the vendor payment term code.
The data available in the Lookup originates from the Vendor Terms screen.
Vendor terms are used to calculate the invoice due date when vouchers are entered.
Enter up to 15 alphanumeric characters to optionally designate the vendor's FOB (Free on Board) information.
"FOB Point" is a term that indicates the delivery method.
If you designated an FOB point for the vendor during vendor setup in the Defaults tab in the Basic Info screen of the Vendor User Flow (Accounting\Maintain\Vendors), the FOB point from the vendor will display by default in this field and can be changed, if needed.
Enter, or use Lookup to select, up to six alphanumeric characters to identify the CIS (Construction Industry Scheme) withdrawal code to optionally associate with the purchase order.
Each CIS code is linked to a withholding account/organization and is initialized in the CIS Codes screen.
You can optionally assign a CIS code to a vendor during vendor setup using the CIS Info subtask link in the Basic Info screen of the Vendor User Flow (Accounting\Maintain\Vendors).
If you have assigned a default CIS code to the vendor, the CIS code will display in this field as a default and can be changed, if necessary.
Enter the cost saving amount for this purchase order, as applicable.
This non-editable field displays the last change order number, if applicable.
A change order represents the number of times a purchase order has been modified using the Create PO Change Orders screen (Materials\Transactions\Purchase Orders).
Use the fields in this group box to vendor contact information.
Default data may initially display in these fields from the corresponding fields in the Contacts subtask screen in the Vendor User Flow application (Materials\Maintain\Vendors).
Enter up to 25 alphanumeric characters to identify the last name of the vendor contact.
Default data may initially display in this field from the corresponding data fields in the Contacts subtask in the Vendor User Flow screen (Materials\Maintain\Vendors).
Enter up to 25 alphanumeric characters to identify the first name of the vendor contact.
Default data may initially display in this field from the corresponding data fields in the Contacts subtask screen in the Vendor User Flow screen (Materials\Maintain\Vendors).
Enter the phone number of the vendor contact.
Default data may initially display in this field from the corresponding data fields in the Contacts subtask in the Vendor User Flow screen (Materials\Maintain\Vendors).
Enter the fax number of the vendor contact.
Default data may initially display in this field from the corresponding data fields in the Contacts subtask in the Vendor User Flow screen (Materials\Maintain\Vendors).
Use the fields in this group box to enter purchase order acknowledgement information.
Select this checkbox to indicate that this order requires a vendor acknowledgment.
Leave this checkbox blank if a vendor acknowledgment is not required.
Enter, or use Calendar Lookup to select, the date the vendor acknowledgment. You must enter the date in the MM/DD/YYYY format.
Enter up to 10 alphanumeric characters to identify the vendor sales order number for the purchase order.
Select this checkbox to retain the purchase order when it is eligible for purge.
If you do not select this checkbox, the purchase order can be purged.
Select this checkbox to print "CONFIRMATION" on the purchase order, indicating that this order was previously communicated to the vendor.
If you do not select this checkbox, "CONFIRMATION" will not print on the purchase order.
Select this checkbox if the PO was previously printed.
The system automatically selects this checkbox the first time you print this purchase order.
If you print this purchase order again, after this checkbox has been system-selected, "DUPLICATE" will print on the purchase order (indicating that this order has been previously printed.).
Leave this checkbox unselected to prevent "DUPLICATE" from being printed on the purchase order.
Select this checkbox to print "GSA" (General Services Administration) on the purchase order.
If the checkbox is left unchecked, "GSA" will not print on the purchase order.
Changes to this screen update the PO_HDR (PO Header) table.