Purchase Request/Order/Invoice File: Difference between revisions

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[[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.'''
'''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. ===
Either create a new order or copy existing order or copy job estimate.
{{Open Create|job}}
<BR>Enter an existing Order No. if you know it or Press '''Enter''' to generate order no. or '''F7''' to search.


=== Brand ===
=== Brand ===
Shows Advertised Brand's Name. Brand Code comes from the Client & Brand File.
Product name of the 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.
 
{{Open Search Create|brand}}
 
=== Executive ===
Current Purchase Order Owner's Name  
 
=== Estimate No. ===
{{Open Create|estimate}}
 
=== Supplier Code ===
{{Open Create|supplier}}


=== Status ===
=== Status ===
Shows Purchase Order's Current Status.
The most recent purchase order status
#Default Value: ‘Open'
#Other Possible Values: ‘Closed’ and ‘Reopened’


=== Executive ===
The default value is OPEN for a new purchase order. Also can be changed to CLOSED or REOPENED.
Shows current Purchase Order/Request Owner's Name.
 
=== 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 ===
=== Attention ===
Shows Client Representative's Name. Automatically updated if present in Client & Brand File.
Client Representative's Name.  


=== Description ===
=== Description ===
Line 26: Line 58:


=== Type ===
=== Type ===
Shows nature of the job. Type Code comes from the Job Types File.
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.  
{{Open Search Create|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.  


=== Brief ===
Amendments to Purchase Order lead to new version creation.
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.
<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.

Latest revision as of 06:49, 26 December 2016

Purchaserequest-Order-Invoice file.jpg

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.

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