Purchase Request/Order/Invoice File: Difference between revisions

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=== 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 ===
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=== 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 ===

Revision as of 08:24, 18 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.

Either create a new order or copy existing order or copy job estimate.
Enter an existing Order No. if you know it or Press Enter to generate order no. or F7 to search.

Brand

Shows Advertised Brand's Name. Brand Code comes from the Client & Brand File.
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

Shows Purchase Order's Current Status.

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

Executive

Shows current Purchase Order/Request Owner

Attention

Shows 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

Shows 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.
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.