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Edit Purchase Order

Edit an existing eSUB Purchase Order (PO) by clicking on  from the Purchase Order Log.

PO Number

Displays the Purchase Order number.

Custom PO Number

Edit the custom Purchase Order number (this supercedes the automatically generated number produced by eSUB.)

PO Date

Edit the creation date of the Purchase Order.

Required Delivery Date

Edit the required delivery date of the Purchase Order.

Vendor

Select a project contact (see Project Contacts) which is the vendor for the Purchase Order.   Only those project contacts having a contact type with the words "vendor" or "supplier" in its description are available for selection.

Bill To Address

Select a project contact (see Project Contacts) to which the Purchase Order is to be billed.

Ship To Address

Select a project contact (see Project Contacts) to which the Purchase Order is to be shipped.

Ship Via Method

Select the ship via method for the Purchase Order.

Freight Method

Select the freight method for the Purchase Order.

Shipping Instruction

Select the shipping instruction for the Purchase Order.

Payment Term

Select the payment term for the Purchase Order.

Purchasing Agent

Select a project contact (see Project Contacts) which is acting as the purchasing agent for the Purchase Order.  Only those project contacts having a contact type with the word "employee" in its description are available for selection.

Signature

Select the signature to apply to the Purchase Order.  If a manual signature line is preferred select "signed by hand".  Only those signatures for whom the User has been granted access are available for selection.

Sales Tax Rate

Edit the sales tax rate for the Purchase Order.

Shipping and Handling

Edit the shipping and handling amount for the Purchase Order.  A negative amount is allowed.

Deposit

Edit the deposit amount for the Purchase Order.  A negative amount is allowed.

Deposit Date

Edit the date of the deposit for the Purchase Order.

Buyer Notes

Edit the buyer's notes for the Purchase Order.  This field may be displayed or suppressed on the Purchase Order document; this is determined by the current value of the Display "Buyer Notes" Field field on the Company Preferences page.

Vendor Notes

Edit the vendor's notes for the Purchase Order.  This field may be displayed or suppressed on the Purchase Order document; this is determined by the current value of the Display "Vendor Notes" Field field on the Company Preferences page.

Status

Select the status of the Purchase Order.

Issue Link

Select any issue to which this Purchase Order should be linked.

Click the Save Data button to accept the entered data and file the Purchase Order in your eSUB database.

 

Notes

  • Existing Purchase Orders appear on the Purchase Order Log from which it may be edited, emailed, viewed, etc.

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