Purchase Request/Order/Invoice File: Difference between revisions

Latest revision as of 06:49, 26 December 2016

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

Order No.

Create new or copy existing order/job estimate.

Enter order code, search for existing order or create new order.

Job No.

Open an existing job or create a new job.

Brand

Product name of the Purchase Order

Enter brand code, search for existing brand or create new brand.

Executive

Current Purchase Order Owner's Name

Estimate No.

Open an existing estimate or create a new estimate.

Supplier Code

Open an existing supplier or create a new supplier.

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.

Order Date

Date on which order was generated.

Select a date from the calendar provided.

Our Inv No.

Enter our invoice number corresponding to this purchase order.

Supplier Invoice No.

Enter the number of invoice submitted by the supplier. This helps to keep track of our orders.

Supplier Invoice Date

Date on which supplier invoice was generated.

Select date as mentioned on supplier invoice number.

Currency

Currency used while generating purchase order.

Open an existing currency or create a new currency.

Attention

Client Representative's Name.

Description

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

Type

Nature of the job.

Enter type code, search for existing type or create new type.

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.

Versions

Shows Purchase Order's Version History.

Amendments to Purchase Order lead to new version creation.

@@ Line 1: / Line 1: @@
+[[Image:Purchaserequest-Order-Invoice file.jpg]]
 '''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]]
+=== Order No. ===
+Create new or copy existing order/job estimate.
+{{Open Search Create|order}}
-=== Order No. ===
+=== Job 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.
+{{Open Create|job}}
 === 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.
+Product name of the Purchase Order
-=== Version/Status ===
+{{Open Search Create|brand}}
-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.
+Current Purchase Order Owner's Name
+=== Estimate No. ===
+{{Open Create|estimate}}
+=== Supplier Code ===
+{{Open Create|supplier}}
+=== 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.
+=== Order Date ===
+Date on which order was generated.
+Select a date from the calendar provided.
+=== Our Inv No. ===
+Enter our invoice number corresponding to this purchase order.
+=== Supplier Invoice No. ===
+Enter the number of invoice submitted by the supplier. This helps to keep track of our orders.
+=== Supplier Invoice Date ===
+Date on which supplier invoice was generated.
+Select date as mentioned on supplier invoice number.
+=== Currency ===
+Currency used while generating purchase order.
+{{Open Create|currency}}
 === Attention ===
-This would mention the name of the client representative.
+Client Representative's Name.
 === 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 ===
-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.
+Nature of the job.
-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.
+{{Open Search Create|type}}
-=== Brief ===
+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.
-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.
+=== Versions ===
+Shows Purchase Order's Version History.
-''NOTE'' – at all times please press F9 to save the data before moving on to another window.
+Amendments to Purchase Order lead to new version creation.