Purchase Order Charges and Settings

Settings

Date

The date that the purchase order was created.

Ordered By

The name or initials of the person who has entered the order.

Department

The department, store, branch or company section responsible for the purchase order. This field will only appear if CAPITAL is operating in multi-department mode.

Taxed

Tick the box to make the transaction taxable, otherwise untick it to make it untaxed.

If this supplier is tax exempt or GST free, you can also enter the reason for the GST or tax free status or an appropriate code or number.

This field would be used if purchasing from an overseas supplier as you would not pay GST to that supplier.

Cross References

The following fields relate to individual product items on purchase orders. These fields are only used by the system when new product items are placed on a transaction.

Delivery

The default expected delivery date for each new product item as it is entered. Existing delivery dates for items remain unchanged. If you want to change the delivery date for items already entered on the transaction you must do so by changing the date for each individual item.

Order No

The sales order number this item is for. See the notes relating to Delivery for other relevant information on using this feature.

Invoice No

The invoice number this item is for. See the notes relating to Delivery for other relevant information on using this feature.

A product item may be associated with an invoice number or a sales order number, but cannot be associated with two separate transactions simultaneously.

Job No

The service manager job number this product item is for. See the notes relating to Delivery for relevant information on using this feature.

Changing Individual Item Cross References

The individual product items on a purchase order can have their own delivery dates, sales order numbers, invoice numbers and job numbers. If you wish to change the settings of product items on an existing purchase order, you will need to select from the menu Customise|Column Options and then select the columns you require. For example select if you select Delivery, a delivery column will appear and you can change the delivery dates here for individual items.

Remember that the cross reference fields will only apply to new product items as they are added to the existing purchase order.

____________________________