Use
Agent Type 144 - Notification: Purchase Orders Partially Settled to send notifications about partially-settled Purchase Orders (POs) to the
Purchase Order Responsible specified on the PO.
A PO that is only partially settled might need to be settled manually if no further invoicing is expected. You can do this directly from the notification by clicking
Approve
in the first column. However, it might be that a PO is being invoiced in installments or that it covers several different orders. In such cases it might not be advisable to settle them yet. The
Purchase Order Responsible must be aware of this.
Columns
| Field | Description |
|---|
| PO No.
|
The identifying number for the PO.
|
| Client
|
The client for the job to which the PO belongs.
|
| Job No.
|
The job number.
|
| Job Name
|
The name of the job.
|
| Activity Type
|
The activity on the PO header. Different activities might be present in the details.
|
| Supplier
|
The supplier for the PO.
|
| Responsible
|
The person who is responsible for the PO.
|
| Delivery
|
The delivery date for the PO.
|
| Currency
|
The currency used in the PO.
|
| Cost Price
|
The price that is agreed on with the supplier and that is expected to be billed by the supplier.
|
| Sales Price
|
The price that is based on the cost price and the profit markup for the PO. This is the amount that is invoiced to the client.
|
| Supplier Invoiced
|
The PO amount that is covered by the real supplier invoice.
|
| Remaining cost
|
The remaining cost of the PO (Cost Price - Supplier Invoiced).
|
Notification Subgrid Columns
Cost Detail Tab
| Field | Description |
|---|
| Activity
|
The activity that is used on the individual lines of the PO from the Cost Detail Tab.
|
| Purchase Order Subject
|
The subject text from the Individual lines of the PO from the Cost Detail Tab.
|
| Purchase Order Task
|
The task that is associated with the Individual lines of the PO from the Cost Detail Tab
|
| Purchase Order Currency
|
The currency that is selected for the PO.
|
| Amount on Purchase Order (PO)
|
The total PO amount in the currency selected for the PO.
|
| Amount Spent (PO)
|
The amount, in PO currency, that is covered by a real supplier invoice by direct line link. A direct line link happens when the PO number is selected during the creation of the supplier invoice.
|
| Remaining Cost on PO
|
The remaining cost of the PO (Amount on Purchase Order - Amount Spent).
|
| Company Currency
|
The Company currency.
|
| Amount on Purchase Order (Company)
|
The total amount of the PO in the Company currency.
|
| Amount Spent (Company)
|
The amount, in Company currency, that is covered by a real supplier invoice by direct line link. A direct line link happens when the PO number is selected during creation of the supplier invoice.
|
| Budgeted
|
Indicates whether the line is linked to a PQ.
|
| Price Quote Line Number
|
The line number in the PQ from which this line was taken.
|
| Price Quote Title
|
The title of the PQ from which the line came.
|
Supplier Invoices Tab
| Field | Description |
|---|
| Voucher No.
|
The voucher number.
|
| Creditor
|
The selected creditor.
|
| Date
|
The invoice date.
|
| Invoice No.
|
The invoice number.
|
| Activity
|
The activity that is set on the voucher line.
|
| Company Currency
|
The currency that is selected for the Company.
|
| PO amt.
|
The amount of the invoice that is linked to the PO.
|
| Currency
|
The currency that is selected for the voucher.
|
| Invoice Amount
|
The amount of the invoice.
|
| Status
|
The status of the creditor invoice.
|
| Comment
|
Any comment that is set on the voucher line.
|
Accrued Vouchers Tab
| Field | Description |
|---|
| Voucher Description
|
The actual voucher type, which can be the initial accrual or a reversal voucher.
|
| Status
|
THe booking status of the accrual voucher.
|
| Voucher No.
|
The voucher number.
|
| Journal No.
|
The journal number.
|
| Post Date
|
The date on which it was posted.
|
| Company Currency
|
The currency that is for the voucher.
|
| PO amt.
|
The amount that is accrued on the PO.
|
| Currency
|
The currency that is selected for the voucher.
|
| Invoice Amount
|
The amount that is invoiced.
|