Purchase Orders Maintenance - General Details, Options & Creditor tab

Modified on Sun, 19 Apr at 11:29 PM

Use the General Details, Options & Creditor tab to maintain:

details about the purchase order
the creditor that the purchase order is for.

Opening the General Details, Options & Creditor tab

To open the General Details, Options & Creditor tab:

Select Finance > Purchase Orders from the SynWeb main menu.
The Search Purchase Orders window is displayed.
Search for a purchase order. See Searching for purchase orders.
The General Details, Options & Creditor tab of Purchase Orders Maintenance is displayed.

Purchase Orders Maintenance - General Details, Options & Creditor tab key fields and buttons
Order Details area fields

Field	Description
Business Unit	Business unit that the purchase order is for. For information on how to configure business units, see Synergetic Finance Configuration Maintenance - Business Units tab in the Synergetic System Maintenance manual. Note: This field cannot be changed after the purchase order has been created.
Order type	Type of purchase order that is printed. Values include: Credit - the creditor has charged too much and you are requesting a credit note from them Normal - a normal purchase order requesting item(s) to be supplied Oversupply - print a document detailing oversupplied items. Send this to the creditor along with the items that were oversupplied Swapped - print a document to send with goods that need to be swapped for other goods. Note: If the type is Normal, the purchase order heading is Purchase Order. Otherwise it is Goods Return Voucher.
Order Date	Date the purchase order was ordered.
External Ref No	External requisition number, if required. Tip: Some organisations use requisition numbers that come from a docket book that has been supplied to each department/business unit. Enter the requisition number in Synergetic so that you can reference the original request from a department.
Delivery Point	Delivery instructions for the creditor. For example 'Please deliver these goods to Mrs Smith in the Administration Office'.
Required Date	Date the items are required by.
G/L Sub Allocation	General ledger sub-allocation code that the purchase order amount is posted to.
Urgency	Urgency of the order. Values include: ASAP Normal Urgent. Note: This information does not print on the purchase order. Use as an internal reference only.
Status	Status of the order. Values include: Cancelled On Order Partially Filled Completed.

History Details area fields

Field	Description
Created By	Synergetic user that created the purchase order and the date and time it was created.
Modified By	Synergetic user that last modified the purchase order and the date and time it was modified.

Creditor Options area fields

Note: The following fields are read-only.

Field	Description
Name	Creditor's name.
Address	Creditor's address.
Phone	Creditor's phone number.
Mobile	Creditor's mobile phone number.
Occup Email	Creditor's occupation email address.

Options area fields

Field	Description
Print Prices	Select to print prices next to each item. These prices come from the last average price in Item Maintenance. See Item Maintenance - Purchase Orders tab in the Synergetic Sales manual. If the prices are not correct, you can choose not to print them on the purchase order.
Prices Include Tax	Select to indicate that all prices include tax. This is automatically selected if the Order Prices Include Tax flag on the Creditor Maintenance - Account tab is selected. See Creditor Maintenance - Account tab in the Synergetic Creditors manual.
Currency	Currency the purchase order is in.

Field

Description

Print Prices

Select to print prices next to each item.

These prices come from the last average price in Item Maintenance. See Item Maintenance - Purchase Orders tab in the Synergetic Sales manual. If the prices are not correct, you can choose not to print them on the purchase order.

Prices Include Tax

Select to indicate that all prices include tax.

This is automatically selected if the Order Prices Include Tax flag on the Creditor Maintenance - Account tab is selected. See Creditor Maintenance - Account tab in the Synergetic Creditors manual.

Currency

Currency the purchase order is in.

Buttons

Button	Description
	Change the creditor this purchase order is for.

Common fields

Field	Description
Order Number	Unique number identifying the purchase order.
Ordered By	Community member who created the purchase order.
Status	Authorisation status of the purchase order.

Common buttons

Button	Description
	Delete the selected purchase order. See Deleting purchase orders.
	Click to launch the New Purchase Order window to create a new purchase order. See Creating new purchase orders.
	Click to launch the Search Purchase Orders window to change your search criteria. See Searching for purchase orders.
	Click to cancel the selected purchase order.
	Save changes made to the purchase order.