Summary List
see Data > General Event Information > Summary List
Summary
Planned Purchase Orders are for creating scheduled reoccurring purchases.
Sidebar
Purchase From
Supplier
This is where the supplier will be selected along with the
In the first image the box will allow you to type and search suppliers based on name and address. In addition, the magnifier will open a supplier grid for selection, the ‘x’ will clear out the typed value and the ‘+’ will open the supplier creation, to allow you to create one on the fly.
After the supplier is selected the Select box disappears and a link is displayed, along with an ‘x’ to remove and re-add a supplier. Below that is address information, clicking on each item of address allows you to edit them one at a time.
Order Date – The date of the order, will default to today
Start Date – The start date for the occurrences of the standing order
End Date – The end date for the occurrences of the order
Contract
Total Subtotals – the subtotal of all occurrences for the order
Total Taxes – the combined taxes of all occurrences
Total Payments – the total amount to be paid for the standing order
Schedule
Add Schedule – Opens the add occurrence window
View Schedule – Opens the current occurrence list, allows you to see the orders generated as well as the future occurrences
Total Occurrences – the total occurrences that were initially added
Processed Occurrences – the total occurrences that have been processed by the system
Submit Order – Readies the order and allows the system to start processing occurrences
Line-Item List
see Purchasing > General Event Information > Line-Item List
Total Section
see Purchasing > General Event Information > Total Section
Line-Item Popup
see Purchasing > General Event Information > Line-Item Popup > Details