Using the Purchase Order Notebook

This notebook provides tabs for creating a routine PO, blanket purchase order, blanket purchase order release, or change order. The tabs are:

• Purchase Order

  The Purchase Order tab includes header information, the supplier being used, the supplier's mailing address, and the currency used. This tab also provides access to the Supplier Notebook, the PO Activity Log, and windows for entering initial and final text.

• Terms

  The Terms tab shows payment terms, shipping and billing information, and a list of methods used for transmitting orders to the supplier.

• Custom

  The Custom tab allows you to enter information for the custom elements defined for your site.

• Line Items

  The Line Items tab provides a set of tabs for identifying one or more items being ordered from the supplier. You specify a quantity unit price, unit of purchase, a distribution of charges, and delivery information for each item ordered. You can also link documents to an item.

• Totals

  The Totals tab is a display-only tab showing extended cost and tax for all items covered by the PO.

• Text

  The Text tab is displayed if the standard PO Text Library option is being used by your site. Standard text associated with any purchase order for the plant, as well as for the supplier assigned to the purchase order, can be managed from this tab.