Accounts Payable Purchase Orders Purchase Order Definition
Definitions of the Purchase Order Form (continued)
Purchase Order Header (continued)
Branch - The Branch will automatically fill in with the default Branch assigned to the Vendor; the User may change the branch if it is not correct for the PO being created.
Warehouse - If parts are being ordered and will be received into a Warehouse, select the appropriate Warehouse from the drop-down list. The Branch field will automatically change to the branch assigned to the warehouse; this may not be overridden.
Tracking # - This is an optional field to type in the shipper tracking number such as UPS or FedEx tracking numbers. This field is for informational purposes only.
Order Date - The Order Date will default to today's date; the User may override this if necessary.
Acknowledged - Access to this field is controlled by User Group Security. If this field is grayed-out, this indicates the User creating the PO does not have permission to Acknowledge a PO. This field is designed to be used as a PO approval. Once a PO is created, a manager may review the PO then select the Acknowledged option to approve the PO for ordering. This is purely a procedural flag. Not Acknowledging a PO has no impacting on the ordering process; it is for informational purposes only.
Ship Date - If the Vendor has provided a date on which the parts will be shipping, this date may be filled in. This field is optional.
Method - From the drop-down list, select the method by which the parts will be shipped. This field is optional but highly recommended.
Parts Due Date - If the Vendor has provided a date on which the parts will be delivered, this date may be filled in. This field is optional.
Job - If the parts or expense item being ordered is for a Job or Service Ticket, the User may press the search button to the right of this field to look up the Job or Service Ticket number. This field is optional.
Select From All Parts - Access to this field is controlled by User Group Security. If this field is grayed-out, this indicates the User creating the PO does not have permission to use this function. If the User is able to select this option, a part may be selected for a Vendor where the Vendor has not been set up as a supplier for the part.