The General tab stores basic information about the Purchase Order and links it to a Vendor. Users can also link the PO to a Work Order and record cost information.
Field Name |
Automatically Populated Data |
Created By |
Identifies the initials of the user logged in to the system. The system automatically completes this field; however, the user can edit the field. |
Work Order # |
Links the PO to a Work Order. Click on the field name or press F9 within the field for a list of work orders. |
Vendor ID * |
Links the PO to a Vendor. Click on the field name or press F9 within the field for a list of Vendors. |
Vendor Invoice # |
Records the invoice number that the vendor assigned to the PO. |
Items Cost |
Automatically calculates the total cost of all items entered in the Items tab. |
Total Costs |
Automatically calculates the total cost of the purchase as: Items Cost + Misc. Costs + Shipping Costs + Taxes = Total Costs |
Warehouse ID |
Indicates the warehouse the PO is for. This modifies the function of the tool used to add multiple line items to the PO record. |
* Required.