PO
Header Information
Program/Screen: POCRTT/POCRTT03
Description:
Use this screen to enter the header information for a purchase order such as the ship-to location and address, the request date, and how the order should be shipped.
Click a link to advance to that section of the topic.
Navigation
Access this screen by entering a vendor number and possibly a purchase order number on the Create/Maintain/Inquire/One Step PO - Launch screen. Enter or maintain header information for the purchase order such as the ship-to location, buyer, and comments, and then press Enter to advance to the PO Detail screen.
While in PO Maintenance, press F23 to delete the purchase order.
Unique Create/Maintain/Inquire/One Step PO Screens
Create/Maintain/Inquire/One Step PO - Launch
PO Header Information
Additional Program Screens
Fields
Enter or accept the currency specific to this purchase order.
If applicable, enter a special notation that can be used for reporting or querying purposes.
Indicate whether you want to print the purchase order once it is created. The default setting for this field is set in control record POCRT1. When in PO Maintenance or PO Inquiry, you have the option to reprint the purchase order.
Indicate whether you want to fax or e-mail the purchase order once it is created. If you enter Y, the Fax/E-mail Window displays at the end of the transaction. The default setting for this field is set in control record POCRT1.
Indicate whether the items on the purchase order are taxable. The default setting for this field is set in control record POCRT1. You can override this setting at the line item level.
For taxable purchase orders, enter the appropriate tax percentage the vendor will charge.
Back to top
Displays the number, name, address, phone number, and fax number for the vendor on the purchase order.
If applicable, enter the number assigned to alternate vendor address you want to use for this purchase order. Alternate addresses are set up in the vendor master record.
Enter or accept the location to which the items on the purchase order will ship. The location name and address appear below, and you can change them. If you are ordering re-rentEquipment that you rent from a vendor and then rent to a customer. equipment or items for a specific customer or drop shipping items or equipment directly to a customer, complete the Customer/Contract Number field as well.
If you are ordering re-rentEquipment that you rent from a vendor and then rent to a customer. equipment or items for a specific customer or contract, or you are entering a re-rentEquipment that you rent from a vendor and then rent to a customer. purchase order for a charge customer, enter the number of the customer or the customer's rental contract for shipping purposes.
If you are entering a re-rentEquipment that you rent from a vendor and then rent to a customer. purchase order for a cash customer, enter the customer's driver's license state and number.
If applicable, modify the name and address where the purchase order items are to be shipped. This information defaults when you enter the Ship To location or the customer information, but you can change it for this purchase order.
Enter or accept the name of the buyer associated with this purchase order. You can set a default buyer name in control record POCRT1.
Enter or accept the vendor's payment terms in days. The value defaults from the vendor's master record, but it can be changed.
Back to top
Enter or accept the date that you want delivery of the purchase order items. The default is today's date plus the number of lead time days set in the vendor master record.
Enter the date that the vendor promised delivery. Use control record POCRT4 to make this field mandatory.
Enter or accept the number of days the vendor allows for payment where they will still offer a discount on the invoice.
Enter or accept the percentage of the discount the vendor gives when their invoice is paid within the Discount Days.
Enter a code that represents the type of purchase order you are entering. This code is type MT in the Miscellaneous Reason Code file. Use the code to filter records in the PO Search screen and when running various purchasing reports.
Material
code RR is reserved specifically
for re-rentEquipment that you rent from a vendor and then rent to a customer. purchase orders.
Enter or accept the shipper information. The default can come from control record POCRT1.
Enter the freight on board code for the purchase order. The code represents when you (the purchaser) accept responsibility for the items being delivered.
Enter the contact at the vendor with whom you placed the order. Enter the name of the person or customer for whom you placed the order.
Enter comments for this purchase order. Based on how your purchase order print program is set up, the comments might or might not print on the purchase order. You can also use the first two-character field to enter a code (type PO in the Miscellaneous Reason Code file) that populates the field with commonly used comments.
Function Keys
|
Function Key |
Description |
|
F1 |
Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level. |
|
F3 |
Exit. Exit the page or program. |
|
F4 |
Search. Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen. |
|
F12 |
Cancel/Previous. Exit the program or move back a screen. |
|
F16 (Shift + F4) |
Contract Number Search. Advance to the Customer Contract Inquiry program. |
|
F21 (Shift + F9) |
Vendor Maintenance. Advance to the Vendor Maintenance program. |
|
F22 (Shift + F10) |
Item Inquiry. Advance to the Sales Item Maintenance program. |
|
F23 (Shift + F11) |
Delete. In maintenance mode only, press F23 twice to delete the purchase order. |
|
F24 (Shift + F12) |
More. Display more available function keys for the program. |
Special Topics
Re-renting Equipment quick guide
PO Buyer Authorization quick guide
Back to top