Purchase Request/Order/Invoice File - Revision history

Arvind at 06:49, 26 December 2016

2016-12-26T06:49:50Z

← Older revision		Revision as of 06:49, 26 December 2016
Line 12:		Line 12:

	=== Brand ===		=== Brand ===
	~~Shows~~ Product name of Purchase Order		Product name of the Purchase Order

	{{Open Search Create\|brand}}		{{Open Search Create\|brand}}

	=== Executive ===		=== Executive ===
	~~Shows current~~ Purchase Order Owner's Name		Current Purchase Order Owner's Name

	=== Estimate No. ===		=== Estimate No. ===
Line 26:		Line 26:

	=== Status ===		=== Status ===
	~~Shows the~~ most recent purchase order status		The most recent purchase order status

	The default value is OPEN for a new purchase order. Also can be changed to CLOSED or REOPENED.		The default value is OPEN for a new purchase order. Also can be changed to CLOSED or REOPENED.
Line 47:		Line 47:

	=== Currency ===		=== Currency ===
	~~Shows currency~~ used while generating purchase order.		Currency used while generating purchase order.

	{{Open Create\|currency}}		{{Open Create\|currency}}

	=== Attention ===		=== Attention ===
	~~Shows~~ Client Representative's Name.		Client Representative's Name.

	=== Description ===		=== Description ===
Line 58:		Line 58:

	=== Type ===		=== Type ===
	~~Shows nature~~ of the job.		Nature of the job.

	{{Open Search Create\|type}}		{{Open Search Create\|type}}

Vineet at 08:02, 22 February 2012

2012-02-22T08:02:06Z

@@ Line 1: / Line 1: @@
 '''This section allows us to generate Purchase Orders / Requests related to a job, to be sent to the supplier.'''
 === Order No. ===
@@ Line 63: / Line 63: @@
 Jobs can have one or more type i.e. A job can have Printing and also have artwork and creative design. All these types cannot be selected together. In this case, NEOSYS has an option to leave this field blank and enter the type in an estimate and in the proper line.

Vineet at 07:33, 22 February 2012

2012-02-22T07:33:40Z

← Older revision		Revision as of 07:33, 22 February 2012
Line 6:		Line 6:
	Create new or copy existing order/job estimate.		Create new or copy existing order/job estimate.

	~~Press Enter to generate~~ order ~~no. or F7 to search or type existing order no. to open.~~		{{Open Search Create\|order}}

	=== Job No. ===		=== Job No. ===
Line 14:		Line 14:
	Shows Product name of Purchase Order		Shows Product name of Purchase Order

	~~Enter existing Brand Code or part of the Brand Name or Press F7 to~~ Search ~~or F6 to create new.~~		{{Open Search Create\|brand}}

	=== Executive ===		=== Executive ===
Line 60:		Line 60:
	Shows nature of the job.		Shows nature of the job.

	~~Enter an existing Type Code if you know it. Press F7 to~~ Search ~~from a List or F6 to~~ Create ~~a Job Type Code.~~		{{Open Search Create\|type}}

	~~''Note'' -~~ Jobs can have one or more type i.e. A job can have Printing and also have artwork and creative design. All these types cannot be selected together. In this case, NEOSYS has an option to leave this field blank and enter the type in an estimate and in the proper line.		Jobs can have one or more type i.e. A job can have Printing and also have artwork and creative design. All these types cannot be selected together. In this case, NEOSYS has an option to leave this field blank and enter the type in an estimate and in the proper line.

Vineet at 06:35, 13 February 2012

2012-02-13T06:35:30Z

@@ Line 7: / Line 7: @@
 Press Enter to generate order no. or F7 to search or type existing order no. to open.
 === Brand ===
@@ Line 12: / Line 15: @@
 Enter existing Brand Code or part of the Brand Name or Press F7 to Search or F6 to create new.
 === Status ===
@@ Line 18: / Line 30: @@
 The default value is OPEN for a new purchase order. Also can be changed to CLOSED or REOPENED.
-=== Executive ===
+=== Order Date ===
-Shows current Purchase Order Owner's Name
+Date on which order was generated.
 === Attention ===
@@ Line 32: / Line 62: @@
 Enter an existing Type Code if you know it. Press F7 to Search from a List or F6 to Create a Job Type Code.
 ''Note'' - Jobs can have one or more type i.e. A job can have Printing and also have artwork and creative design. All these types cannot be selected together. In this case, NEOSYS has an option to leave this field blank and enter the type in an estimate and in the proper line.

Vineet at 07:34, 19 December 2011

2011-12-19T07:34:00Z

← Older revision		Revision as of 07:34, 19 December 2011
Line 4:		Line 4:

	=== Order No. ===		=== Order No. ===
	~~Either create a~~ new ~~order~~ or copy existing order ~~or copy~~ job estimate.		Create new or copy existing order/job estimate.
	~~<BR>Enter an existing Order No. if you know it or~~ Press ~~'''~~Enter~~'''~~ to generate order no. or ~~'''~~F7~~'''~~ to search.
			Press Enter to generate order no. or F7 to search or type existing order no. to open.

	=== Brand ===		=== Brand ===
	Shows ~~Advertised Brand's Name. Brand Code comes from the Client & Brand File.~~		Shows Product name of Purchase Order
	~~<BR>~~Enter an existing Brand Code ~~if you know it~~ or Press ~~'''~~F7~~'''~~ to Search ~~from a List~~ or ~~'''~~F6~~'''~~ to ~~Create a Brand Code~~.
			Enter existing Brand Code or part of the Brand Name or Press F7 to Search or F6 to create new.

	=== Status ===		=== Status ===
	Shows ~~Purchase Order's Current Status.~~		Shows the most recent purchase order status
	~~#Default Value: ‘Open'~~
	~~#Other Possible Values: ‘Closed’ and ‘Reopened’~~		The default value is OPEN for a new purchase order. Also can be changed to CLOSED or REOPENED.

	=== Executive ===		=== Executive ===
	Shows current Purchase Order~~/Request~~ Owner's Name.		Shows current Purchase Order Owner's Name

	=== Attention ===		=== Attention ===
	Shows Client Representative's Name~~. Automatically updated if present in Client & Brand File~~.		Shows Client Representative's Name.

	=== Description ===		=== Description ===
Line 26:		Line 28:

	=== Type ===		=== Type ===
	Shows nature of the job. ~~Type Code comes from the Job Types File.~~		Shows nature of the job.
	~~<BR>~~Enter an existing Type Code if you know it. Press ~~'''~~F7~~'''~~ to Search from a List or ~~'''~~F6~~'''~~ to Create a Job Type Code.
	~~<BR>~~''Note: ''Jobs can have one or more type i.e. A job can have Printing and also have artwork and creative design. All these types cannot be selected together. In this case, NEOSYS has an option to leave this field blank and enter the type in an estimate and in the proper line.		Enter an existing Type Code if you know it. Press F7 to Search from a List or F6 to Create a Job Type Code.

			''Note'' - Jobs can have one or more type i.e. A job can have Printing and also have artwork and creative design. All these types cannot be selected together. In this case, NEOSYS has an option to leave this field blank and enter the type in an estimate and in the proper line.

	=== Brief ===		=== Brief ===
	Contains technical information regarding the type of media chosen.		Contains technical information regarding the type of media chosen.
	~~<BR>~~We also have the option of copying the ‘brief’ to the estimate or the purchase invoice.
	~~<BR>~~The details mentioned in the brief can also used later for reference purposes.		We also have the option of copying the ‘brief’ to the estimate or the purchase invoice.
	~~<BR>~~''NOTE'' – the nature of information entered in the ‘brief’ may differ based on the mode of functioning of the agency.
	~~<BR>~~''NOTE'' – at all times please press F9 to save the data before moving on to another window.		The details mentioned in the brief can also used later for reference purposes.

			''NOTE'' – the nature of information entered in the ‘brief’ may differ based on the mode of functioning of the agency.

			''NOTE'' – at all times please press F9 to save the data before moving on to another window.

Vineet: /* Executive */

2011-12-18T08:51:23Z

Executive

← Older revision		Revision as of 08:51, 18 December 2011
Line 17:		Line 17:

	=== Executive ===		=== Executive ===
	Shows current Purchase Order/Request Owner		Shows current Purchase Order/Request Owner's Name.

	=== Attention ===		=== Attention ===

Vineet at 08:24, 18 December 2011

2011-12-18T08:24:43Z

← Older revision		Revision as of 08:24, 18 December 2011
Line 4:		Line 4:

	=== Order No. ===		=== Order No. ===
	~~A unique number assigned to Purchase Order~~.		Either create a new order or copy existing order or copy job estimate.
	<BR>Enter an existing Order No. if you know it. Press '''Enter''' to generate order no. or '''F7''' to search.		<BR>Enter an existing Order No. if you know it or Press '''Enter''' to generate order no. or '''F7''' to search.
	~~<BR>The system gives the option of either creating a new oder or copy existing order or copy job estimate~~.

	=== Brand ===		=== Brand ===
	~~Indicates~~ Advertised Brand's Name. Brand Code comes from the Client & Brand File.		Shows Advertised Brand's Name. Brand Code comes from the Client & Brand File.
	<BR>Enter an existing Brand Code if you know it. Press '''F7''' to Search from a List or '''F6''' to Create a Brand Code.		<BR>Enter an existing Brand Code if you know it or Press '''F7''' to Search from a List or '''F6''' to Create a Brand Code.

	=== Status ===		=== Status ===
	~~Indicates~~ Purchase Order's Current Status.		Shows Purchase Order's Current Status.
	#Default Value: ‘Open'		#Default Value: ‘Open'
	#Other Possible Values: ‘Closed’ and ‘Reopened’		#Other Possible Values: ‘Closed’ and ‘Reopened’

	=== Executive ===		=== Executive ===
	~~Indicates~~ current ~~NEOSYS User ID~~		Shows current Purchase Order/Request Owner

	=== Attention ===		=== Attention ===
	~~Indicates~~ Client Representative's Name. Automatically updated if present in Client & Brand File.		Shows Client Representative's Name. Automatically updated if present in Client & Brand File.

	=== Description ===		=== Description ===
Line 27:		Line 26:

	=== Type ===		=== Type ===
	~~Indicates~~ nature of the job. Type Code comes from the Job Types File.		Shows nature of the job. Type Code comes from the Job Types File.
	<BR>Enter an existing Type Code if you know it. Press '''F7''' to Search from a List or '''F6''' to Create a Job Type Code.		<BR>Enter an existing Type Code if you know it. Press '''F7''' to Search from a List or '''F6''' to Create a Job Type Code.
	<BR>Jobs can have one or more type i.e. A job can have Printing and also have artwork and creative design. All these types cannot be selected together. In this case, NEOSYS has an option to leave this field blank and enter the type in an estimate and in the proper line.		<BR>''Note: ''Jobs can have one or more type i.e. A job can have Printing and also have artwork and creative design. All these types cannot be selected together. In this case, NEOSYS has an option to leave this field blank and enter the type in an estimate and in the proper line.

	=== Brief ===		=== Brief ===

Vineet at 06:05, 11 December 2011

2011-12-11T06:05:59Z

← Older revision		Revision as of 06:05, 11 December 2011
Line 4:		Line 4:

	=== Order No. ===		=== Order No. ===
	~~As we press ‘enter’ the system would automatically generate the order~~ number ~~and~~ if you ~~wish~~ to ~~have a specific~~ order ~~number it can be entered manually, the~~ system ~~would then give~~ the option of either creating a new ~~order/invoice,~~ copy existing order~~/invoice~~ or copy ~~an existing~~ job estimate~~/invoice~~.		A unique number assigned to Purchase Order.
			<BR>Enter an existing Order No. if you know it. Press '''Enter''' to generate order no. or '''F7''' to search.
			<BR>The system gives the option of either creating a new oder or copy existing order or copy job estimate.

	=== Brand ===		=== Brand ===
	~~This would mention~~ the ~~client and brand data~~. ~~We can press~~ F7 to ~~choose the brand~~ from ~~the existing list~~ or ~~press~~ F6 ~~and create~~ a ~~new brand~~.		Indicates Advertised Brand's Name. Brand Code comes from the Client & Brand File.
			<BR>Enter an existing Brand Code if you know it. Press '''F7''' to Search from a List or '''F6''' to Create a Brand Code.

	=== ~~Version/~~Status ===		=== Status ===
	~~This would mention the status of the purchase order which by default is ‘issued’ and could otherwise be ‘draft’,~~ '~~cancelled~~' ~~or ‘invoiced’.~~		Indicates Purchase Order's Current Status.
			#Default Value: ‘Open'
			#Other Possible Values: ‘Closed’ and ‘Reopened’

	=== Executive ===		=== Executive ===
	~~This would be the user~~ ID ~~which was used to sign into NEOSYS.~~		Indicates current NEOSYS User ID

	=== Attention ===		=== Attention ===
	~~This would mention the name of the client representative~~.		Indicates Client Representative's Name. Automatically updated if present in Client & Brand File.

	=== Description ===		=== Description ===
	~~It is a sort of a~~ header, ~~usually~~ between one or two words, to the detailed information ~~which is entered~~ in the ~~following section~~.		Contains header information, between one or two words, for the detailed information in the Brief.

	=== Type ===		=== Type ===
	~~This would mention the type~~ of the job ~~which can be selected~~ from an existing ~~list of option after pressing~~ F7 or a ~~new type can be created after pressing F6~~.		Indicates nature of the job. Type Code comes from the Job Types File.
			<BR>Enter an existing Type Code if you know it. Press '''F7''' to Search from a List or '''F6''' to Create a Job Type Code.
	~~Job~~ can have one ~~type~~ or more ~~than one~~ type i.e. ~~Job~~ can have Printing and ~~along with it job can~~ also have artwork and creative design ~~and all this~~ types cannot be selected together.		<BR>Jobs can have one or more type i.e. A job can have Printing and also have artwork and creative design. All these types cannot be selected together. In this case, NEOSYS has an option to leave this field blank and enter the type in an estimate and in the proper line.

	~~So in~~ this case ~~neosys~~ has an option to leave this field blank and enter the type in an estimate.

	=== Brief ===		=== Brief ===
	~~This contains detailed~~ technical information regarding the ~~materials~~ chosen ~~for~~ the ~~job~~.The details mentioned in the brief can also used later for reference purposes.		Contains technical information regarding the type of media chosen.
			<BR>We also have the option of copying the ‘brief’ to the estimate or the purchase invoice.
	''NOTE'' – the nature of information entered in the ‘brief’ may differ based on the mode of functioning of the agency.		<BR>The details mentioned in the brief can also used later for reference purposes.
			<BR>''NOTE'' – the nature of information entered in the ‘brief’ may differ based on the mode of functioning of the agency.
	''NOTE'' – at all times please press F9 to save the data before moving on to another window.		<BR>''NOTE'' – at all times please press F9 to save the data before moving on to another window.

Vineet at 06:04, 7 December 2011

2011-12-07T06:04:37Z

← Older revision		Revision as of 06:04, 7 December 2011
Line 2:		Line 2:

	[[Image:Purchaserequest-Order-Invoice file.jpg]]		[[Image:Purchaserequest-Order-Invoice file.jpg]]

			=== Order No. ===
			As we press ‘enter’ the system would automatically generate the order number and if you wish to have a specific order number it can be entered manually, the system would then give the option of either creating a new order/invoice, copy existing order/invoice or copy an existing job estimate/invoice.

			=== Brand ===
			This would mention the client and brand data. We can press F7 to choose the brand from the existing list or press F6 and create a new brand.

			=== Version/Status ===
			This would mention the status of the purchase order which by default is ‘issued’ and could otherwise be ‘draft’, 'cancelled' or ‘invoiced’.

			=== Executive ===
			This would be the user ID which was used to sign into NEOSYS.

			=== Attention ===
			This would mention the name of the client representative.

			=== Description ===
			It is a sort of a header, usually between one or two words, to the detailed information which is entered in the following section.

			=== Type ===
			This would mention the type of the job which can be selected from an existing list of option after pressing F7 or a new type can be created after pressing F6.

			Job can have one type or more than one type i.e. Job can have Printing and along with it job can also have artwork and creative design and all this types cannot be selected together.

			So in this case neosys has an option to leave this field blank and enter the type in an estimate.

			=== Brief ===
			This contains detailed technical information regarding the materials chosen for the job.The details mentioned in the brief can also used later for reference purposes.

			''NOTE'' – the nature of information entered in the ‘brief’ may differ based on the mode of functioning of the agency.

			''NOTE'' – at all times please press F9 to save the data before moving on to another window.

Vineet at 11:03, 6 December 2011

2011-12-06T11:03:59Z

← Older revision		Revision as of 11:03, 6 December 2011
Line 1:		Line 1:
			'''This section allows us to generate Purchase Orders / Requests related to a job, to be sent to the supplier.'''

	[[Image:Purchaserequest-Order-Invoice file.jpg]]		[[Image:Purchaserequest-Order-Invoice file.jpg]]