Purchase Order > Purchase Orders and Quotes > Create Purchase Order and Quote Overview > Create Multiple Purchase Orders

The Information page of the Create Multiple Purchase Orders function allows you to specify settings and enter values that you want to apply to the purchase orders that will be created when the transaction is saved.

Note: Although the process of creating multiple purchase orders and quotes are handled by separate functions, much of the procedures and screens involved are similar. The discussion to follow will use the term “Purchase Order” to refer to both purchase orders and quotes unless indicated otherwise.

Perform the following procedures in the Information page, as necessary:

1.Review the default values in the editable fields. Accept, amend or enter values in the following fields, as applicable:

oShip Via

Ship via code determines the shipping method or shipping courier that will be used to ship the inventory items.

oF.O.B.

F.O.B code determines the point at which title for goods shipped passes to you.

oBuyer

This is the name of the person placing the order with the vendor.

oOrder Date

This is the date when you placed the order. The default date is the system date.

oRequest Date

This is the date when you expect to receive the ordered goods from the vendor. The default date is the system date.

oWarehouse

This will be the warehouse where all the items in the purchase order will be received once shipped by the vendor. You can select from multiple warehouses if you have activated the Inventory Control module; otherwise, you are limited to one warehouse.

oDiscount %

This is the purchase discount rate offered to you by the vendor. This value will be reflected in the Discount field of the Line Items page. The discount rate is applied to the pre-tax value of discountable items on the purchase order. The default value comes from the Vendor Maintenance record.

2.Mark the following checkboxes, as applicable:

oAdd Freight

Marking this checkbox enables the Add Freight page where you can specify the freight code for the purchase orders you want to create.

oUse Vendor Discount %

Marking this checkbox configures the system to use the discount rate specified in the vendor's record as the default for each line item entered in the purchase order.

oApply Tax

Mark this checkbox if the purchase order you are creating is subject to tax. This checkbox is accessible only if no line items are entered in the Line Items page. To change the setting for this checkbox after you have entered line items, you must first delete all the line items in the Line Items page or cancel this transaction and start over.

3.In the Shipping Address area, accept or amend the default values in the address fields. The default shipping address values come from the warehouse record specified in the Information page. Alternatively, if you want to use the shipping address in the sales order for which the purchase order is created for, mark the Use SO Shipping Address checkbox.

4.Accept or amend the value in the Tax Code field that will be applied to all line items in the purchase order. You may click the List box button to display a list of tax codes; then, click the code to select. The Tax Code entered here will be used as the default value when you enter line items in the Line Items page. You can specify different tax code per line item if the Allow Different Tax Code per Line Item checkbox is marked in PO Module Setup.

Information Page

Information Page

See Also