Purchase Order Entry / Purchase Order Inquiry

 

Window Details

 

Navigation

 

Overview

 

Fields

 

 

How Do I...

   

Enter a Purchase Order

Enter Drop-Ship Orders

Process Master or Repeating Orders

Add a New Inventory or Alias Item

Enter Material Requisitions

Delete Old Purchase Orders

Add a New Vendor

Enter an Extended Item Description

Add a New Terms Code

Look Up an Item by Alias Number

Process Deposits Paid to Vendors

Add a New Miscellaneous, Charge, or Comment Item Code On the Fly

Record Deposits on Purchase Orders

Refresh Asset Templates

Copy Purchase Order Information

 

 

 

Related Topics

   

Grids

Entering Master or Repeating Orders

Reorder Data

Defining the Hierarchy of Costs

Purchase Order FAQs

Creating Assets from the Accounts Payable and Purchase Order Modules

 

Navigation

To access Purchase Order Entry, select Purchase Order Main menu > Purchase Order Entry.

To access Purchase Order Inquiry, select Purchase Order Main menu > Purchase Order Inquiry.

Note Purchase Order Inquiry fields can only be viewed.

Overview

Use Purchase Order Entry to enter information necessary for creating or maintaining purchase orders, blanket master orders, repeating orders, drop-ship orders, and material requisitions. Vendor information, including the vendor name, purchase address, 1099 information, sales tax information, and terms code, is retrieved automatically from the Vendor file to speed the data entry process. If a purchase order is being received or invoiced, it cannot be maintained.

You can also enter additional information if other modules are integrated with Purchase Order.

Note Sage Fixed Assets refers to the fixed assets product used with Sage 100.

When data is entered for a group of orders, you can print purchase orders. When goods and invoices are received, the information on the purchase order is retrieved and displayed automatically. You only need to enter the actual quantity received and/or invoiced for each item.

As the received goods and invoices are recorded, the purchase order is adjusted automatically. For example, items partially received are automatically placed on back order. When all items on an order have been received and invoiced, the purchase order is completed.

Before entering purchase orders, if you are currently using a manual purchase order system or a different computerized system, you must perform certain preliminary data entry procedures to make sure that your accounting records are in balance.

You can view the Purchase Order Entry window in normal or expanded view. The expanded view allows you to view more entries on the Lines tab. The Change View button is available only if your screen resolution is set to 1024 x 768 or higher.

Fields

 

Order Number

 
   

1. Header

 

Order Date

Purchase Address

Order Type

Ship-To Address

Master/Repeat PO / From Sales Order / Repeating PO

Terms Code

Vendor No.

Ship Via

Requested By

FOB

Department

Warehouse

Customer No.

Confirm To

Last PO No.

E-mail

Last PO Date

Telephone

Order Status

Ext

Required Date / Expire Date

Fax

1099 Form

Batch Fax

1099 Box

Comment

Schedule

On Hold

Use Tax

Print Order

   

2. Address

 

Vendor No./Requested By

Ext (Purchase Address)

Location (Purchase Address)

Fax (Purchase Address)

Name (Purchase Address)

Ship To (Ship-To Address)

Address (Purchase Address)

Name (Ship-To Address)

ZIP Code (Purchase Address)

Address (Ship-To Address)

City (Purchase Address)

ZIP Code (Ship-To Address)

State (Purchase Address)

City (Ship-To Address)

Country (Purchase Address)

State (Ship-To Address)

Telephone (Purchase Address)

Country (Ship-To Address)

   

3. Lines

 

Grid Button Bar

Use Tax

Quick Row

Reschedule

Line Number

Landed Cost

Item Code

Extended Desc

Ordered / Original Qty / Requested

Alias Item

Back Ordered / Balance

G/L Account

Unit Cost

Item Type

Extension Amount

Weight Ref

Comment

Weight

Description

Product Line

Warehouse

Product Type

Unit of Measure

Costing

Qty Received / Ordered to Date / Quantity Issued

Asset Template

Job Number

Work Order

Cost Code

Step

Cost Type

Trans Type

Required Date

Sales Order No.

Qty Invoiced

Customer PO No.

Original Unit Cost

Total Amount

Tax Class

 
   

4. Totals

 

Order Date

Prepaid Check Number

Order Type

Order Balance

Order Status

Last Receipt Number / Last Purchase Order Number / Last Issue Number

Vendor No. / Requested By

Last Receipt Date / Last Purchase Order Date / Last Issue Date

Taxable Purchases

Last Invoice Number

Nontaxable Purchases

Last Invoice Date

Freight Amount

Completed Date

Sales Tax Amount

Invoiced to Date

Order Total

Prepaid Freight

Less Prepaid Amount

 

 

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