Header Tab

The Header tab contains information about the buyer, vendor, order date, procurement type and the status of the purchase order.

Contents

Field	Description
Buyer	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.
Organization	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.
Vendor	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.
Vendor Address	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.
NAICS Code	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. If you select Create Blanket PO Release from the Action Menu, this field will be unavailable.
NAICS Eff. Date	This field displays the effectivity date(s) of the NAICS code description associated with the record. When you manually enter/update the effective date, only an active effective date for the NAICS code existing in the NAICS table can be entered.
SBA Std Size (M USD)	This field displays the SBA size standard in million US dollar for the associated NAICS code selected on the purchase order (PO). The value will be loaded from the latest date. If both the million USD and the number of employees data are available for the selected/entered NAICS code, then both values will be displayed. .
SBA Std Size (# of Emp)	This field displays the SBA size standard by the number of employees for the associated NAICS code selected on the purchase order (PO). The value will be loaded from the latest date. If both the million USD and the number of employees data are available for the selected/entered NAICS code, then both values will be displayed. Note: Cospoint always defaults and loads the latest SBA size standard when you enter or update the NAICS code and NAICS effective date and click Save. If you do not want to update the existing SBA size standard on the PO, you must refresh the screen to clear all changes and repopulate the original results.
Order Date	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.
UEI Number	This field displays the PO vendor’s Unique Entity Identification (UEI) value as specified in Manage Vendors.
Print UEI Number	If the vendor does not have a UEI number, this check box is set to disabled. When enabled, for new purchase orders, this defaults to cleared, and it is the responsibility of the user (buyer) to set this check box based on the PO amount threshold requirements. If selected, the PO vendor’s UEI Number will print on POs and PO change orders.
Status	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.
Business Size	Select a business size to classify the vendor. The following are the options: Large Small Non-profit Foreign/Other If you select Create Blanket PO Release from the Action Menu, this field will be unavailable.
Procurement Type	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.
Intracompany Vendor	This checkbox is selected to indicate that the vendor is classified as an intracompany vendor.
Change Allowed	This checkbox indicates whether or not changes can be made to the purchase order line when the Require Change Order for Modifications checkbox is selected on the Configure Purchasing Settings screen. If this box is selected, then you can still to make changes to the purchase order without a change order. If it is cleared, then a change order is required to edit the fields that are indicated in Configure Purchasing Settings > Change Order Controls Tab. When the new Change Order settings are first activated, this field will be cleared on all existing POs, so in order make changes you will need to create a PO change order even if one is already existing. . When the purchase order line is saved as Open, the Change Allowed checkbox is selected. PO lines with statuses of Pending can still be edited, otherwise these are uneditable. In addition, New, Copy and Delete functions will be inactive after the PO has been saved as Open.
Load Part/Rev ID	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.
Sales Tax/VAT Total	This field displays the sales tax/VAT total for the purchase order.
PO Total	This field displays the total amount for the purchase order.
Implement Action Changes	Click this button to implement the proposed changes.
Create Blanket PO Release	Click this button to create a new release for the master blanket order.