Purchase Orders Tab

The Purchase Orders tab contains all the selected lines on the Requisitions tab. The Supply Chain Management Module Control Consolidate Requisitions on Purchase Order and Consolidate Lines on Purchase Order options determine whether or not the selected requisitions and their line items are consolidated on the purchase order.

If you select this option, Greentree Desktop consolidates purchase orders based on:

• PO Header
• Supplier
• Branch
• Currency Rate
• Delivery Name
• Delivery Address (1, 2, 3 & postcode)
• PO Line
• Line Type
• Item Code (Stock Code, GL Account and the like)
• Sub Code/Location
• Unit Of Measure
• Job/Activity/Work Centre
• Hold Price flag

If not selected, a purchase order is created for each selected requisition line.

The Purchase Order table is display only. You can add line items to this tab or remove some of the displayed lines on the Requisitions tab. The Supply Chain Management Module Control Manual Allocation of Purchase Order Numbers option determines whether or not purchase order numbers are automatically generated. If you select this option, the user must enter the PO number in the Purchase Order table.

Button on This Tab

You process purchase orders by clicking one of these buttons:

• Print POs

  Select the table lines for which to generate purchase orders. If the inventory item's status does not allow purchasing, you cannot select the line. Click the Print PO's button to generate purchase orders for the selected line items. The expected date of the purchase order reflects the expected date of the requisition line item. Greentree Desktop checks that the purchase order limit set for the user on the User Preferences > Purchase Orders form is not exceeded.

  If exceeded, the purchase order is created with the hold status selected on the User Preferences form. The purchase order numbers display on the tab. The PO Purchase Order report criteria form displays with the PO numbers pre filled. The user can edit report criteria before generating the report.

• Generate POs

  Select the table lines for which to generate purchase orders. If the inventory item's status does not allow purchasing, you can't select the line. Click the Generate PO's button to generate purchase orders for the selected line items.

  The expected date of the purchase order is the expected date of the requisition line item. Greentree Desktop checks that the purchase order limit set for the user on the User Preferences > Purchase Orders form is not exceeded. If exceeded, the purchase order is created with the hold status in User Preferences.

  Notes: The Automatically cancel balance of Requisition Line option on the Requisitions tab on the SCM Module Control form enables you to partly order a requisition. The Quantity to Order field on the Requisition tab on the Generate Purchase Order form updated. The purchase order is created for the reduced quantity.
  
  You can select the requisition on the Generate Purchase Order form, which lists the remaining items not yet purchased. If you use inventory sourcing, you must source the remaining number of items before generating a purchase order.
  
  The Set PO Contact to option on the Requisition tab on the Cash Management Module Control form determines if the Purchase Order Delivery Contact defaults to the name of the user generating the purchase order or to the user who created the requisition.
  
  Purchase orders cannot be generated for requisition lines if the requisition type is Internal.
  
  The supplier is required to create a purchase order. The generate purchase order process ignores any lines on which a supplier is not selected. A message displays to inform the user that lines without a supplier were not processed.

Purchase Order Table

This table contains all the line items selected on the Requisitions tab. Supply Chain Management Module Control determines if:

• A purchase order line is created for each of the selected items on the Requisitions tab
• Selected items on the Requisitions tab are consolidated into purchase order lines based on inventory item, location, supplier, unit of measure, price, discount, tax code, and job.

You can update the narration. The updated narration is carried over to the generated purchase order. The listed items are to be purchased from the supplier listed in the table.

Supply Chain Management Module Control determines whether or not the purchase order number is system generated or entered. If the manual entry option is selected, enter the PO before the purchase order can be processed.

Click one of those buttons:

• Click the Print POs button to generate and print the purchase orders.
• Click the Generate button to generate the purchase orders.

If you do not want to purchase any of the inventory items listed on this tab, deselect these items on the Requisition tab.