Create Purchase Order

The Create Purchase Order screen can be accessed from the Orders tab by clicking on the Need to create a new order? Click here to add. link or by clicking on an Order Number. You can also access the Create Purchase Order screen from the Programs tab by hovering over Program name and clicking on the Create PO link.

The following is a description of the fields that appear on the Special Terms Orders screen:

Field	Description
Vendor	The name of the part vendor for this order.
Program	The program number for this special terms order.
Status	Select either the Manual or Electronic status of this order. Note:   This field will only appear if you access the Create Purchase Order screen from the Orders tab.
Order Number	The order number.
Description	A description the special terms order.
Number of Months Order Covers	The system carries 24 months of history for ordered parts and you may select the number of months that the special terms order should cover.
Starting Date	Indicates at which point in each part's history to start looking at sales, and then moves forward the number of months specified in the Number of Months Order Covers field.
Percentage Increase/Decrease	The percentage to increase or decrease the order quantity based on sales of the part during the number of months specified in the Number of Months Order Covers field. For example, if the Percentage Increase/Decrease field is set to 10 and the Number of Months Order Covers field is set to 12 with 100 sales occurring in those 12 months, the order will be for 110 parts.
New Model Order	If selected, the part will not get ordered if this is a new model order and the part has been returned at some point within the time period specified in the Number of Months to Check for Returns field.
Number of Months to Check for Returns	The number of months to check for returns of new model parts. Note:   This field will only appear if the New Model Order field is selected.
Print History	Select whether or not you wish to print an order report.
Print Parts Not On File	Select whether or not you wish to print a report displaying program parts not on the order.
Include Parts Below Minimum Order Quantity	Include parts whose calculated order quantity is less than the minimum order quantity as specified on the special terms program for that part.
Printer	Specify the printer to be used when generating the reports.
or PDF	Allows you to create a PDF file for the selected Purchase Order.

The following buttons allow you to complete your work on the Create Purchase Order screen:

Button	Function
Save	Saves changes made on the Create Purchase Order screen.
Close	Closes the screen and returns to the Special Terms Orders or Special Terms Programs screen.