Purchase Order Maintenance - Details tab

Use the Details tab to enter, view or change the line items on the purchase order. The line items are linked to existing items that you have previously entered in the Item Maintenance window. See Item Maintenance - Sales tab in the Sales manual.
Use the:

Ordered sub-tab to enter the details of items that you want to order
Supplied sub-tab to enter and track the delivery and payment status of individual items.

Opening the Details tab

To open the Details tab:

Select Module > Creditors > Purchase Order Maintenance.
The Set Purchase Order Search Criteria window is displayed.
Tip: You can also access the purchase order functions by clicking .
Search for the purchase order. See Searching for purchase orders.
Open the purchase order.
The General tab of the Purchase Order Maintenance window is displayed.
Click the Details tab.
The Details tab of the Purchase Order Maintenance window is displayed.

Note: The Ordered sub-tab is displayed by default.

Purchase Order Maintenance - Details tab - Ordered sub-tab key fields and buttons
Fields

Field	Description
Show	Select the type of purchase orders you want to display. Values include: All Pending Filled.
Item Code	Item code for the required items. Click to locate the required item in the Stock Item Search window. To view or change the details for the selected item, click to launch the Item Maintenance window. Important note: You must save before launching or any changes you have made will be lost.
Supplier Item Code	Supplier's stock item code. This prints next to the detail description on the purchase order.
G/L Code G/L Sub Alloc	General ledger and sub-allocation codes that the purchase amount for the item is posted to. Either: Select a G/L code from the drop-down list. Right click in the field to find a particular G/L code. Select Find G/L Code. The General Ledger Search window is displayed. Note: The G/L Code fields can be left blank at this point if you don't know the correct general ledger codes, but the purchase order cannot be authorised until the G/L code fields are complete.
Qty Unit Cost Ext Cost	Quantity, unit cost and total cost of the items. When an Item Code is selected the Quantity and Unit Cost are populated from the default values for Reorder quantity and Average Cost for the item code in Item Maintenance. They are multiplied to calculate the Extended Cost. Tip: You can enter decimal quantities in the Qty field by selecting the Allow Decimal Places in Quantities field for the selected Item Code. See Item Maintenance - Item tab in the Sales manual. Note: These amounts also depend upon whether the Prices Include Tax field is selected on the General tab. See Purchase Order Maintenance - General tab. You can enter new values if required.
Tax Code	Tax code applicable to this order.
Tax	Amount of tax in the order. Note: This amount is automatically calculated. If the Prices Incl Tax field is selected on the General tab, then Synergetic automatically calculates the extended price to include the tax.

Buttons

Button	Description
	Add a new line item at the end of the current list of items and input the details.
	Insert a new line item above the highlighted item and input the details.
	Delete the highlighted line item.
	Receive items against the highlighted line item.
	Find the item to be included in the purchase order line item.
	Launch the Item Maintenance window.
	Populate the Unit Cost (Inc) field with the last cost used when purchasing this item.
	Populate the Unit Cost (Inc) field with the average cost for purchasing this item.

Purchase Order Maintenance - Details tab - Supplied sub-tab fields and buttons
Click the Supplied sub-tab, if required.
The Supplied sub-tab of the Purchase Order Maintenance window is displayed.

Fields

Field	Description
Status	Current order status of the item. Values include: Cancelled Filled Pending.
Origin	Why the item was ordered. For example a back order or a normal order.
Delivery Date	Date you received the item.
Delivery Docket Number	Delivery docket number when you received the item.
Creditor Paid	Synergetic ID of the creditor to receive the payment. Click to select the creditor. Note: If the creditor has multiple branches in Synergetic, this is the Synergetic ID of the creditor's head office. See Creditor Maintenance - General tab in the Creditors manual.
Invoice Date Invoice Number	Invoice details.
Qty Unit Cost	Quantity of items received and the unit cost. Note: The extended cost and backorder amounts are automatically calculated for you.
Backorder Amount	Backorder amount for partially received purchase orders.

Buttons

Button	Description
	Add a new line item at the end of the current list of items and input the details.
	Insert a new line item above the highlighted item and input the details.
	Delete the highlighted line item.
	Receive items against the highlighted line item.
	Find the creditor to be paid for the purchased items.
	Launch the Creditor Maintenance window.
	Clears the Creditor ID field. Tip: Use this if the payment to the creditor does not go through or if there is a dispute about the payment.