Terms & Conditions
The Terms & Conditions tab allows you to add additional terms and conditions to the selected purchase order.
You can also include Terms and Condition information on the printed/previewed purchase order by selecting the Print Terms & Conditions field on the Printing Parameters tab.
Note: Only the user who created the purchase order can add additional terms & conditions.
To open the Terms & Conditions tab, hover over a PO Number on the Purchase Orders screen and select Edit from the pop-up menu.
-or-
Click the Click here to add a purchase order link.
The Information fields appear on the Terms & Conditions tab are:
| Information | |
|---|---|
| Field | Description |
| PO Number | The purchase order number. |
| Type | The type of purchase order (e.g. miscellaneous, equipment, fixed assets, or equipment replenishment). |
| Status | The current status of the purchase order. |
| Location | The branch location where the purchase order was created. |
The fields in the G/L Information section of the Terms & Conditions tab are:
| G/L Information | |
|---|---|
| Field | Description |
| Integrated A/P Interface | If selected, this purchase order creates a receipt for use in the Accounts Payable system. |
| Taxable Purchase Order | Flags the purchase order indicating whether or not taxes are to be calculated on the totals and not to perform calculations on your purchase order total. If checked, “This Purchase Order is Taxable” will print underneath the Total line on the PO. |
| Replaces Purchase Order |
Allows you to enter a new purchase order number in order to replace a cancel purchase order.
|
Enter any additional terms & conditions in the text box provided. The terms & conditions entered can be optionally printed on the purchase order.
Click the Search
icon next to the text box to add any predefined terms & conditions from the Terms & Conditions screen.
Use these buttons to complete your work on the Terms & Conditions tab:
| Button | Function |
|---|---|
| Save |
Saves changes made on the purchase order. Only the user who created the purchase order can save changes to a purchase order. |
| Close | Closes the purchase order and returns to the Purchase Orders screen. |