Use this tab to enter shipping information, delivery info and other default information pertaining to the purchase order.
Use the fields in this group box to enter default shipping information for the purchase order.
Enter, or click 
select, a Ship ID that shows where the item ordered is to be delivered. The Ship ID from the Purchasing Settings screen loads here and can be modified. Ship IDs are assigned to vendors on the Vendor User Flow screen in Accounts Payable, and can be viewed on the Display Ship IDs screen. You can only enter a Ship ID in this field if it exists on the Display Ship IDs screen.
Enter the vendor's means of shipping the material ordered, containing up to 15 alphanumeric characters. This information defaults from the Vendor User Flow screen provided one exists and can be modified.
Select this check box if this purchase order is for drop shipment. If you clear this check box, this order is not considered a drop shipment.
Use the fields in this group box to enter default delivery information regarding the purchase order.
Enter the department or individual's name who will receive the shipment of the material ordered, containing up to 25 alphanumeric characters.
Enter, or click 
to select, the desired delivery date for the items ordered. The desired date defaults to the purchase order line level which you can modify. The current system date is the default for this field when you enter a new PO record. You can change all Desired Date values for existing PO lines to this new value.
Enter, or click to select, the date by which the vendor is committed to supply the items ordered. The due date defaults to the purchase order line level which you can modify. The due date is used to calculate the number of days late for this vendor. The current system date is the default in this field when you enter a new PO record. You can change all Due Date values for existing PO lines to this new value.
Enter the volume discount percentage to be applied to the gross unit cost of the item being ordered. Enter a 5.25% discount as 5.25. The discount percentage is intended as a volume discount, not as a purchase or cash discount.
Enter, or click to select, the requisition number containing up to 10 alphanumeric characters, from which the items being ordered originated. The requisition number defaults to the purchase order line level which you can modify.
Enter, or click to select, the order reference number containing up to 10 alphanumeric characters. The order reference number is a manufacturing order or internal sales order number. The order reference number defaults to the purchase order line level which you can modify.
Select a taxable status from the drop-down list. The values are:
Use Item Type Default - This selection means that the taxable status is determined by the item's taxable status in the Product Definition Settings screen, or the PO line charge type code for miscellaneous PO lines.
All Items Taxable - This selection means that all purchase order line items default to taxable.
All Items Non-Taxable - This selection means that all purchase order line items default to non-taxable.
Select a value from the drop-down list. The values are:
Yes - this selection allows Costpoint to create a PO voucher when the PO meets two or three-way matching requirements. The value defaults from the vendor. It also serves as a default to each PO line.
No - This selection prevents the automatic creation of PO vouchers.
Select this check box to automatically default any associated default text codes into the Header Text subtask.
Use the fields in this group box to set the starting and ending dates of the period the purchase order is active.
Enter, or click 
to select, the beginning date for the time period that this purchase order is in effect. If this is for a blanket order, releases created before this date give a warning message.
Enter, or click to select, the ending date for the time period that this purchase order is in effect. If this is for a blanket order, releases created after this date give a warning message.