Purchase Receipt Fields

This section describes the fields and actions on the Purchase Receipt workspace.

Purchase Order Card

Field	Description
Order No.	This is the number of the purchase order. The value cannot be changed here.
Requisition No.	This field shows the number of the requisition on which the current purchase order is based.
Request for Quote No.	This field shows the number of the request for quote on which the current purchase order is based.
Purchase Process Header	This field shows the number and name of the purchase process of which the current purchase order is part.
Our Ref.	This field shows the name of the reference person on the purchase order.
Buyer	This field shows the name of the person who normally enters purchases from this vendor. This makes it possible for the vendor to know who to contact with matters concerning the purchase order.
Handled by	In this field, you can enter the name of the person who received the items or services or entered the receipt. Maconomy suggests the name of the current user. The field must be completed.
Requisitioner	This field shows the number of the employee who requisitioned the items and/or services on the current purchase order. This field also shows the name of the specified requisitioner employee.
Purchaser	This field shows the number of the employee who is responsible for purchasing the items and/or services on the current purchase order. Maconomy suggests the employee number assigned to the user who created the order if an employee has been specified for this user in the window Users. This field also shows the name of the specified purchaser employee.
Status	In this field, you can select a status code for the purchase order to indicate its current status. The options in the field are created as options in the pop-up field type Requisition Status in the Popup Fields workspace.

Delivery Card

Field	Description
Warehouse	This is the warehouse to which items specified in the table part are shipped. The warehouse is specified in the purchase order. Only one warehouse can be specified on each order. If you wish to, for example, buy items for several warehouses from this vendor, you must either create separate purchase orders for the individual warehouses in question or direct all the items to the main warehouse using one purchase order and transfer them to your other warehouses after delivery. You do this in the Inventory Change workspace. If you select a warehouse assigned to another company than the one shown in the Company No. field in the Company card, Maconomy will automatically create intercompany balances when you post the item journal created as a result of the item receipt. In the intercompany balances, the company to which the warehouse is assigned will be the intercompany company.
Stock Location No.	In this field, you can specify the location in the current warehouse at which items in the table are received. This location will apply to those lines in the table part where the warehouse location field is left blank. If a warehouse location is specified on a given line, it overrules any location specified in this field. Maconomy suggests the receiving location specified on the purchase order, but you can specify another location.
Delivery Mode	This field shows the delivery mode specified in the purchase order.
Delivery Terms	This field shows the delivery terms specified in the purchase order.
Bill of Lading	Here you can enter a text or number, for example, the bill of lading number, to later identify the delivery.

Company Card

Field

Description

Company

This field shows the number of the company responsible for the purchase order. If the warehouse on the purchase order is assigned to another company than the one shown in this field, Maconomy will automatically create intercompany balances at the posting of the item journal created as a result of the item receipt. In the intercompany balancing, the company in this field will be the responsible company. This field also shows the name of the specified company.

Receipt Card

Field	Description
Date Received	In this field, you can enter a date of receipt to be used for the receipt instead of today’s date. At the creation of the item receipt, Maconomy suggests today’s date and the field can then be adjusted to an earlier but not a future date. The field can only be adjusted if you have selected Allow Back Dating in the System Information workspace.

Document Archive Card

Field	Description
Document Archive	This field shows the number of the document archive assigned to the current purchase order. This field also shows the description of the document archive.
Document Count	This field displays the number of documents in the Document Archive.

Vendor’s Order Card

Field	Description
Order No.	This field shows the number of the vendor’s sales order. It is retrieved from the Purchase Orders workspace.
Packing Slip No.	Here you enter the number of the delivery note which accompanied the delivery. You must enter a value for reference. If the receipt includes any items, the delivery note number is printed on the item transaction created when you select the Approve Receipt action.
Your Reference	This field shows the reference entered in the Purchase Orders workspace when the order was created, for example, the name of the person with whom the purchaser spoke about the order.
Our Customer No.	This field shows your customer number with the vendor. It is retrieved from the purchase order.

Job Card

Field	Description
Job No.	This field shows the number of the job to which the current purchase is assigned.
Job Name	This field shows the name of the job specified in the Job No. field.

Dispatching Address Card

Field	Description
Vendor	This field shows the number of the vendor delivering the items and/or services in the purchase order. The text cannot be changed here.
Name 1
Address	This field shows the address for the of the vendor.
Zip Code	This field shows the zip code for the address of the vendor.

Price Island

Field	Description
Currency	This is the currency of the purchase order.
Total	This is the price total of the lines in the purchase order. The value cannot be changed manually.
Invoice Discount %	This is the invoice discount percentage specified in the purchase order. The value cannot be changed here. For lines with items, any invoice discount is deducted from the prices of the individual lines, before the items are placed in the warehouse. This ensures that costs are correct.
Invoice Discount, Currency	This is the invoice discount amount specified in the purchase order. The value cannot be changed here. For 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.
Expense %	This is the expense percentage specified in the purchase order. The value cannot be changed here.
Delivery Costs	Here you can specify an amount representing expenses for the purchase, for example, for a handling charge. You can enter an estimated amount, based on previous charges.

Extra Fields Card

Field	Description
Popup 1-5	These fields show various information entered in the corresponding fields in the Purchase Orders workspace.