Adding the Order Details

When creating a order, you must specify the details of the order in the Create Standard Order dialog box.

Tip

To view the Create Standard Order dialog box, click the Create Standard Order link.

To add the item order details

1.    Open the Create Standard Order dialog box.

Note: If a default payment type is set for the vendor from Vendor Settings in the Setup module, the Payment Type and its related fields pre-populate with details. But if the default purchase order or credit card set for the vendor is expired, the purchase order or the credit card details do not pre-populate. Also, If a default payment type is not set for the vendor, the Payment Type list displays Existing Purchase Order by default.

 

2.    In the Payment Type list, select a mode of payment to pay for the items you order.

3.    Based on the selected payment type, perform one of the following:

o      If the payment type is Existing Purchase Order, perform the following:

    1. In the Purchase Order Number list, select the vendor's existing purchase order.

Note: The Purchase Order Number list does not display the purchase orders with a future start date.

    1. In the Budget Line Item Account Number list, select an account number for the purchase order.

o      If the payment type is New Purchase Order, perform the following:

    1. In the Purchase Order Number box, type a new purchase order number.

    2. In the Budget Line Item Account Number list, select an account number for the purchase order.

Note:

  • You can also fill in the following optional fields:

  • In the Description box, type a brief description about the purchase order.

  • Select the Set Budget Line Item as Purchase order Default check box, if you want the selected account number to be the default account for the new purchase order.

  • If the Support System Default Account Code in the Accounting Settings section of the Setup module  is set to Yes, the following options are set  by default:

  • The Budget Line Item Account Number list pre-populates the System Default Account option.

  • The Set Budget Line Item as Purchase Order Default check box is selected.

  • The Effective End Date is set to 12/31/3000.

However, you can make changes to the selected options, as required.

    1. In the Funded Amount box, type the total amount funded for the purchase order.

    2. In the Max Purchase Limit box, type the maximum amount that you can use for each transaction.

    3. In the Effective End Date field, type an end date for the purchase order in the MM/DD/YYYY format or select a date from the calendar.

o      If the payment type is Credit Card, perform the following:

    1. In the Card Type list, select the type of the card.

    2. In the Last 4 digits box, type the last four digits of the credit card.

    3. In the Cardholder's Name box, type the name of the cardholder.

    4. Click Verify to validate the credit card details.

    5. In the Budget Line Item Account Number list, select an account number for the credit card.

4.    The Delivery Date field displays the current date by default. Optionally, type a date for the order delivery in the MM/DD/YYYY format or select a date from the calendar.

5.    In the Tax Code list, select a tax type.

The amount of tax charged on the item order is based on the displayed tax code.

Note: The Tax Code field displays the tax code by default only if the Tax Rate Code is selected in Create a New Vendor dialog box or Edit Vendor dialog box.

6.    The Order Date field displays the current date by default. Optionally, type a date to place the order in the MM/DD/YYYY format or select a date from the calendar.

7.    In the Order Created by list, select the user creating the order.

8.    Click one of the following:

o      Save to save the information and close the dialog box.

o      Cancel to disregard any changes and close the dialog box.

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