A - Purchase Order Entry


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This function lets you enter, edit or view a PO.

If you want to edit or view an existing PO, you can locate it by vendor or by pressing F3 to view a list.

 

To create a new PO, select the vendor first.

 

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Once a vendor is selected, you can start editing or adding items to the Order.

 

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Field

Description

Ordered by

Who ordered this PO?

Ship Via

Requested shipping method

Ref Info

Reference information

Job #

Job information

Dept

Designate department for which items are being ordered

Terms

Terms for the order

PO#

System generated Purchase Order number

Vendor #

Vendor number

Event

Ties this order to a specific event, used to track parts frequently associated with certain events

PO Date

The PO's date of creation

Date Req'd

Requested fulfillment date

Drop-Shipped

Is this order to be fulfilled by drop-shipping?

 

The Purchase Order Item entry screen lets you add items to the PO.

 

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Once you have completed adding items, press ESC to return to the Purchase Order Items screen.

 

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 Function Key

Description

F1 - Quit / Hold PO

Exit the purchase order either saving it or discarding it

F2 - Process Purchase Order

Process the PO

F3 - Print PO

Print the PO. The PO must be saved first.

F4 - Continue Entry

Reopen the PO Item Entry screen to add more parts

F5 - Header Page

Return to the PO screen where vendor and shipping address information is

F6 - Print PO Confirmation

Print a confirmation of the PO. The PO must be saved first.

F7 - Delete / Edit

Delete or edit the PO

F8 - Order Total

Generate the total of the PO

F9 - Automatic Reorder

Add items to the PO based upon min/max quantities

F10 - Show Part maintenance

Open the Part Maintenance Screen for a Line Item.

S - Scan Mode

Scan a barcode or enter a UPC code, adding that part as a line item