Purchase Order: Details
Use the Details tab to add items for order onto a purchase order.
The Details tab can be accessed from the Purchase Orders screen by either selecting the Click here to add a purchase order link or by moving the cursor over a PO Number and selecting Edit from the pop-up menu.
The reference fields on the Details tab are:
| Field | Description |
|---|---|
| PO Number | The purchase order number. |
| Type | The type of purchase order. |
| Status | The current status of the purchase order. |
| Location | The branch location where the purchase order was created. |
The fields on the Details tab are:
| Field | Description |
|---|---|
| Base | The equipment base number. |
| Stock Number | The unit's stock number. |
| Description | A brief description of the stock number. |
| Customer | The name of the customer purchasing the stock item. |
| Inventory Account | The inventory account number loaded on the equipment profile. |
| Price | The price of the stock number. |
| Extended Price | The unit price multiplied by the quantity. |
Move the cursor over a Base number and select Edit from the pop-up menu to edit a unit and add/change the options. The pop-up menu may not appear if you did not create the PO or if you are viewing a completed PO.
Move the cursor over a Base number and select Copy from the pop-up menu to copy a unit and specify the number of copies you want to create.
Click a Customer name to open the Customer Profile screen.
Select the Click here to add a unit link to build a unit from base & options.
Select the Click here to import a unit link to import a unit that already exists in the system onto the purchase order.
Click Close to complete your work on the Details tab and return to the Purchase Orders screen.