Purchase Request/Order/Invoice File: Difference between revisions

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=== 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.

Revision as of 06:05, 11 December 2011

This section allows us to generate Purchase Orders / Requests related to a job, to be sent to the supplier.

Purchaserequest-Order-Invoice file.jpg

Order No.

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

Brand

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

Status

Indicates Purchase Order's Current Status.

  1. Default Value: ‘Open'
  2. Other Possible Values: ‘Closed’ and ‘Reopened’

Executive

Indicates current NEOSYS User ID

Attention

Indicates Client Representative's Name. Automatically updated if present in Client & Brand File.

Description

Contains header information, between one or two words, for the detailed information in the Brief.

Type

Indicates nature of the job. Type Code comes from the Job Types File.
Enter an existing Type Code if you know it. Press F7 to Search from a List or F6 to Create a Job Type Code.
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

Contains technical information regarding the type of media chosen.
We also have the option of copying the ‘brief’ to the estimate or the purchase invoice.
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.

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