Use the Agreement tab to specify whether or not excess receiving is permitted. If excess receiving is permitted, you can specify the maximum amounts. For blanket and service orders, use this tab to specify the agreement's start and end date, and the not-to-exceed amount.
Contents
| Field | Description |
|---|
| Allow Excess Receiving
|
Select this option if the receiver has approval to accept items in quantities that are more than the quantities that are specified in the purchase order.
Select this option to enable the
Excess Percentage and
Excess Amount options. You use those fields to specify the maximum excess amount or percentage.
This option is not active if this is a blanket order.
|
| Excess Percentage
|
This field and the
Excess Amount field give you two alternative procedures for specifying excess receiving limits. If you enter data in one field, this disables the other field.
Specify the maximum excess percentage, above which Vision blocks you from recording a receipt.
When you record receipt of a delivery, Vision compares the quantity received to the quantity remaining on the order.
If you specified an excess receiving limit, and the quantity received is more than the quantity ordered by an amount more than the
Excess Percentage, Vision marks the receipt as an overshipment. You can not record receipt of the shipment.
|
| Excess Amount
|
This field and the
Excess Percentage field give you two alternative procedures for specifying excess receiving limits. If you put data in one field this causes the other field to be inactive.
Specify the maximum excess percentage, above which Vision blocks you from recording a receipt.
When you record receipt of a delivery, Vision compares the quantity received to the quantity remaining on the order.
If you specified an excess receiving limit, and the quantity received is more than the quantity ordered by an amount more than the
Excess Amount, Vision marks the receipt as an overshipment. You can not record receipt of the shipment.
|
| Period From
|
This field displays if the purchase order's
Type is Blanket or Service.
Enter the start date of the blanket or service agreement.
|
| Period To
|
This field displays if the purchase order is of the Blanket or Service
Type.
Enter the end date of the blanket or service agreement.
|
| Not To Exceed
|
This field displays if the current purchase order is of the Blanket or Service
Type.
Enter the maximum monetary amount of collected cost for the item that is approved to be purchased under the blanket or service agreement.
|
| Terms
|
Enter any additional terms applicable to the purchase order. This data prints on the purchase order form and on purchasing reports.
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