Purchase Request/Order/Invoice File

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.

Press Enter to generate order no. or F7 to search or type existing order no. to open.

Brand

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.

Status

Shows the most recent purchase order status

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

Executive

Shows current Purchase Order Owner's Name

Attention

Shows Client Representative's Name.

Description

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

Type

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.

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

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.