The number series used for assigning order numbers to purchase orders of the Blanket type.

This field is only displayed if the Blanket and standard purchase orders functionality is enabled in the Enable/disable functionalities (CS100000) window.

When this check box is selected, the system will validate totals for purchase receipts on entry.

When this check box is selected, you have to validate the total amounts of purchase orders with the Normal and Standard types on entry.

When this check box is selected, the system will validate the total amount for purchase orders with the Blanket type on entry.

This check box is displayed if the Blanket and standard purchase orders functionality is enabled in the Enable/disable functionalities (CS100000) window.

When this check box is selected, the system will validate totals for purchase orders with the Drop-ship type during data entry.

This check box is displayed if the Drop shipments functionality is enabled in the Enable/disable functionalities (CS100000) window.

The mode of allocating the purchase price variance amounts. You can select one of the following options:

Inventory account

For stock items, to record the variance amounts to the inventory accounts, thus updating the costs. For non-stock items, to record the variance amounts to the expense account.

Purchase price variance account

For stock and non-stock items, to record any variance amounts to the purchase variance accounts.

The reason code used as a source of accounts and subaccounts for transactions that allocate the purchase price variance amounts.

This field is available if Inventory is selected in the Allocation mode field.

This check box determines the default value for the Create invoice check box in the Purchase receipts (PO302000) window; the user creating a receipt can override this value if needed for the particular receipt.

For the convenience of users, select this check box if invoices should be generated automatically for most receipts. Clear this check box if users should enter invoices manually for most receipts.

The default account to be used to accrue the freight expenses incurred in purchasing.

The freight amounts from purchase order lines with the Freight type and no ship via code specified in the Supplier location column will be posted to this account.

When this check box is selected, purchase order lines added to a receipt are completed automatically when:

• the purchase receipt is released,
• the line is deleted from the purchase receipt.

If you do not want a purchase order line to be completed when it is deleted from a purchase receipt, but you still want purchase order lines to be completed upon release of the purchase receipt, select Complete purchase order line in the Purchase receipts (PO302000) window.

When this check box is selected, purchase receipts will be saved with the On hold status by default.

If the check box is cleared, the documents will be saved with the Balanced status by default.

When this check box is not selected, service lines are not copied from a purchase order to the corresponding purchase receipt. Also, they cannot be added manually to the purchase receipt by clicking Add purchase order or Add purchase order line in the Purchase receipts (PO302000) window. Service lines are invoiced directly from the purchase order. After a purchase invoice has been prepared for a purchase order line, it is not possible to create a second unreleased invoice for this line.

When this check box is selected, service lines are copied to a purchase receipt prepared for a purchase order that includes these lines; these lines cannot be invoiced directly from the purchase order.

When this check box is not selected, service lines are not copied from a drop-ship order to the corresponding purchase receipt. Also, they cannot be added manually to the purchase receipt by clicking Add purchase order or Add purchase order line in the Purchase receipts (PO302000) window. Service lines are invoiced directly from the drop-ship order. After a purchase invoice has been prepared for a purchase order line, it is not possible to create a second unreleased invoice for this line.

When this check box is selected, service lines are copied to a purchase receipt prepared for a drop-ship order that includes these lines; these lines cannot be invoiced directly from the purchase order.

When this check box is selected, the expense subaccount shown for each non-stock item listed on a document will be updated when the document is assigned to another owner.

The expense subaccount is combined (according to the posting class of the expense) from multiple related subaccounts, including (if applicable) the subaccount associated with the employee handling the order or receipt.

When this check box is selected and a barcode scanner is used, lines will be added to purchase receipts automatically once a barcode is scanned or entered.

The selected option is used as the default option for the Add receipt line dialog box, which is called from the Purchase receipts (PO302000) window when you click Add line on the Document details tab.

The selected option is used as the default option in the Add receipt line dialog box, which is called from the Purchase receipts (PO302000) window.

When this check box is selected, the item quantity will be increased by one unit each time an item barcode is entered into the system, manually or by using a barcode scanner.

The way the destination shipping address is selected for purchase orders when the orders are created in the Purchase orders (PO301000) window. Select one of the following options:

Branch

To use the address of the branch associated with the order as the default destination.

Warehouse

To use the address of the warehouse associated with the order as the default destination.

This field is only displayed if the Multiple warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.

The quantity that the system should specify on a new receipt by default. Select one of the following options:

Open quantity

To specify an item quantity from a purchase order or an order line added to the receipt.

Zero

To set zero quantity so that the users have to type the quantity manually.

The type of contact to receive emails for the mailing. Choose one of the following options:

Primary

The primary contact of the supplier.

Remittance

A remittance contact of the supplier.

Shipping

A shipping contact of the supplier.

Employee

An employee of your company who handles the documents of the specific supplier classes or specific suppliers, or is otherwise associated with either of them.

The specific contact.

This column is not used for supplier contacts or the Primary, Remittance, and Shipping settings in the Contact type column. If you have selected the Employee type, you can select one of your company’s employees here; this person will receive all emails generated for this mailing in the Purchases workspace, if the mailing is active.

Provides the following menu commands:

Email purchase order

Emails (according to the settings of the PURCHASE ORDER mailing) the order to the supplier specified in this order.

Mark as do not email

Selects the Do not email check box (on the Other information tab) for the purchase order, to skip the step of emailing the purchase order.

Create purchase receipt

Creates a purchase receipt when the ordered items listed in this purchase order are received. This action opens the Purchase receipts (PO302000) window with a new receipt that has all the details copied from the purchase order. Note that options Do not print and Do not email on the Other information tab need to be cleared when you want to create a purchase receipt.

Create purchase invoice

Creates a purchase invoice based on the current purchase order. This action opens the Purchase invoices (AP301000) window with a new purchase invoice that has all the details copied from the purchase order.

Complete order

Completes the current purchase order when no more receipts are expected for the order.

Cancel order

Cancels the purchase order, which changes its status to Cancelled. You cannot edit an order with this status nor associate receipts with it. You can later manually change its status to On hold (by selecting the Hold check box) and edit the order.

Recalculate prices

Opens the Recalculate prices dialog box, where you can specify the extent to which you want to refresh the prices and discounts for the document.

Create prepayment

Creates a prepayment linked to this purchase order. The system opens the Purchase invoices (AP301000) window with a new prepayment request (based on the purchase order) ready to be saved. You can use the prepayment to pay for this order directly when the goods are received.

Provides the following menu commands with quick access to inquiry windows:

Supplier details

Opens the Supplier details (AP402000) window, which displays the data related to the supplier from which the goods in this order are ordered.

Supplier documents

Displays the list of supplier documents related to this purchase order.

Includes the following menu commands you can click for quick navigation to the following reports:

Print purchase order

To print the current purchase order by using the Purchase order (PO641000) report.

View purchase receipt history

To view the Purchase receipt history (PO643000) report showing all purchase receipts related to this purchase order.

The way prices and discounts are recalculated. Select one of the following options:

Current line

To recalculate prices and discounts for the selected line.

All lines

To recalculate prices and discounts for all lines.

When this check box is selected, the system will replace the item prices that have been modified manually (in the Unit cost or Ext. cost column) with the current prices.

This check box is available only if the Set current unit prices check box is selected.

When this check box is selected, the system will recalculate the discounts for the selected line or the all lines.

This check box is available only if the Customer and supplier discounts functionality is enabled in the Enable/disable functionalities (CS100000) window.

When this check box is selected, the system will cancel the manual discounts for the selected line or all lines (depending on the option selected in the Recalculate box) and search for applicable automatic discounts.

This check box is available only if the Customer and supplier discounts functionality is enabled in the Enable/disable functionalities (CS100000) window.

The type of the purchase order, which can be one of these options:

Normal

A purchase order for products and services that are purchased on invoice or paid in cash. This is the most common type of purchase orders.

Drop-ship

A purchase order for goods that are delivered directly from the supplier to the customer. The list of items and the shipping instructions are copied automatically from drop-ship sales orders to the drop-ship purchase order. This option is only displayed if the Drop shipments functionality is enabled in the Enable/disable functionalities (CS100000) window.

Blanket

A purchase order for a large stock quantity that exceeds the quantity that is currently needed. This order reserves a certain quantity of supplier inventory for future purchasing. You can use blanket orders to purchase products that are rarely available from suppliers or that have special discounts for high volumes. This option is only displayed if the Blanket and standard purchase orders functionality is enabled in the Enable/disable functionalities (CS100000) window.

Default

A purchase order that includes the products purchased regularly in the same quantities from a specific supplier and that can be processed repeatedly. Orders of this type are used when the demand for ordered products is predictable and does not change over time. This option is only displayed if the Blanket and standard purchase orders functionality is enabled in the Enable/disable functionalities (CS100000) window.

When this check box is selected, the purchase order gets the On hold status when it is created. You can clear the check box to change the status of the order to Open.

You are able change the supplier on a purchase order with order lines if the status of the order is On hold.

The system-generated status of the purchase order, which can be one of the following options:

On hold

The purchase order is a draft and can be edited manually.

Open

The order was processed in accordance with the settings in the Purchase order preferences (PO101000) window but has not been completed yet.

Pending printing

Printing is required for the document but has not been done yet. The purchase order should be printed if the Print order option is selected for the supplier in the Suppliers (AP303000) window.

Pending email

Emailing is required for this document, but it has not been performed yet. The purchase order should be printed if the Email order option in the Suppliers (AP303000) window is selected for the supplier.

Closed

All the ordered goods have been received.

Cancelled

The order was cancelled through the Cancel order action on the Actions menu of the toolbar. You cannot edit an order with this status, and purchase receipts cannot be based on it.

The supplier location from which the items will be received.

This field is only displayed if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.

The discount total calculated for the document. This total includes discounts of the Group and Document levels. The discounts of the Group and Document levels are listed on the Discount details tab; the Line discounts are shown on the Document details tab.

This field is available only if the Customer and supplier discounts functionality is enabled in the Enable/disable functionalities (CS100000) window.

The document total that is exempt from VAT. This total is calculated as the taxable amount for the VAT with the Include in VAT exempt total check box selected on the VAT details tab.

This field is available only if the VAT reporting functionality is enabled in the Enable/disable functionalities (CS100000) window.

The document total that is subjected to VAT. The VAT taxable amount will only be displayed in this field if the Include in VAT taxable total check box is selected for the applicable VAT in the VAT (TX205000)window. If the check box is cleared, this field will be empty. If the document contains multiple transactions with different VATs applied and each of them has this check box selected, the taxable amount calculated for each line of the document will be added to the VAT taxable total field of the document.

This field is available if the VAT reporting functionality is enabled in the Enable/disable functionalities (CS100000) window.

Opens the Add purchase order dialog box where you can select an existing purchase order and include it in the current document.

This button is displayed if the Blanket and standard purchase orders functionality is enabled in the Enable/disable functionalities (CS100000) window.

Opens the Add purchase order line dialog box where you can select lines from existing purchase orders and include them in the current document.

This button is only displayed if the Blanket and standard purchase orders functionality is enabled in the Enable/disable functionalities (CS100000) window.

The ID of the item.

You can select non-stock items as well as stock items.

The type of the purchase order line, which can be one of the following:

• Goods for warehouse This line is a stock item not linked to any sales order.
• Goods for sales order This line is linked to a sales order line marked for purchasing.
• Goods for RP This line is intended for replenishment.
• Goods for drop-ship This line is linked to a sales order line marked for drop-shipment.
• Non-stock for drop-ship This line is linked to a sales order line marked for drop-shipment.

This option is available for a non-stock item for which the Require receipt check box is selected in the Non-stock items (IN202000) window.

• Non-stock for sales order This line is linked to a sales order line marked for purchasing.

This option is available for a non-stock item for which the Require receipt check box is selected in the Non-stock items (IN202000) window.

• Non-stock This line is a non-stock item for which the Require receipt check box is selected in the Non-stock items (IN202000) window.
• Service This line type is a non-stock item for which the Require receipt check box is cleared in the Non-stock items (IN202000) window.
• Freight This line is a freight expense to be posted directly to an expense account without allocation. The default freight expense account is specified in the Freight expense account field in the Purchase order preferences (PO101000) window. If you need to allocate the freight expenses, add them as landed costs.
• Description This is an informational text line.

The warehouse to receive the item listed on the order.

This column is available only if the Multiple warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.

The cost per UoM of the item.

If you had entered the unit cost (supplier price) manually and saved the document, the value will not be updated by the system when you change the document date.

If you want to replace this value by the supplier price currently available for the item, use the Recalculate prices action.

If the Supplier and customer discounts functionality is not enabled in the Enable/disable functionalities (CS100000) window, this is the percent of the discount that has been entered manually or calculated based on the discount amount entered manually for this line item.

If the Supplier customer and discounts functionality is enabled in the Enable/disable functionalities (CS100000) window, this is the percent of the line-level discount that has been applied manually or automatically.

If the Manual discount check box is selected, you can enter the percent manually and the discount amount will be calculated automatically.

If the Supplier customer discounts functionality is not enabled in the Enable/disable functionalities (CS100000) window, this is the amount of the discount that has been specified manually or calculated based on the discount percent entered manually.

If the Supplier customer discounts functionality is enabled in the Enable/disable functionalities (CS100000) window, this is the amount of the line-level discount that has been applied manually or automatically to this line.

If the Manual discount check box is selected, you can enter the discount amount manually and the discount percent will be calculated automatically.

The code of the line discount that will be applied on this line.

This column is displayed if the Customer and supplier discounts functionality is enabled in the Enable/disable functionalities (CS100000) window.

The ID of the discount series connected with the discount code that has been applied to this line.

The column is hidden by default and is only displayed if the Customer and supplier discounts functionality is enabled in the Enable/disable functionalities (CS100000) window.

The description of the alternative ID used for this item by the supplier.

The system inserts the description defined for the specified supplier in a line of the Supplier part number type on the Cross-reference tab of the Stock items (IN202500) or Non-stock items (IN202000) window.

The maximum quantity of the item, expressed as a percentage of the ordered quantity, required for the item to be accepted at the warehouse if the receipt action is Rejected. If a larger quantity arrives, the item will not be accepted.

You can accept a smaller quantity as long as its percentage of the ordered quantity is greater than the percentage specified as Min. receipt (%). The default value is specified for the supplier in the Suppliers (AP303000) window.

The action that should be performed when the ordered item is received if its quantity is greater than the maximum receipt value or less than the minimum receipt value calculated based on the line’s ordered quantity. The following options are available:

Reject

The item on this line of the purchase order will be rejected.

Accept but warn

The item on this line of the purchase order will be accepted, but the system will display a warning.

Accept

The item will be accepted.

The expense account used to record the purchased non-stock item that does not require receipt (by default, the account specified for the item in the Combine COGS/expense sub. from field in the Posting classes (IN206000) window).

You can select an account manually.

The quantity of the item available for shipping from the selected warehouse.

This value is calculated by the system based on the quantity on hand with quantities on issues and quantities shipped and on shipping deducted.

The warehouse where the item you want to find is stored. You can leave the field blank to view information on all warehouses.

This field is displayed if the Multiple warehouse functionality is enabled in the Enable/disable functionalities (CS100000) window.

The type of the shipping destination:

• Branch (meaning a branch of your company)
• Customer
• Supplier
• Warehouse

The default shipping destination is specified in the Purchase orders preferences (PO101000) window.

The particular destination of the selected type. For the Branch type, the field displays the list of branches. For the Customer or Supplier type, the field displays the list of customers or suppliers, respectively.

The field does not appear for the Warehouse type of destination. You will see the Warehouse field instead.

The status of the change order, which can be one of the following:

On hold

The change order is a draft that you can edit but not release.

Pending approval

The change order is pending the approval of the employee who has been assigned to approve the change order.

Rejected

The employee who was assigned to approve the change order has rejected it.

Open

The change order is ready to be released.

Closed

The change order has been released.

The reverse status of the change order, which can be one of the following:

None

The change order is a normal change order.

Reversing

The change order is a reversing change order that reverses the impact of the original change order, whose reference number is shown in the Original CO ref. no. column.

Reversed

The change order has been reversed.

A check box that indicates (if selected) that printing of this document is not mandatory for further processing.

This check box is selected by default if the Print orders check box is not selected in the Suppliers (AP303000) window, the Purchase settings tab.

A check box that indicates (if selected) that emailing of this document is not mandatory for further processing.

This check box is selected by default if the Send orders by email check box is not selected in the Suppliers (AP303000) window, the Purchase settings tab.

When this is selected, retainage will be applied on the invoices.

This functionality is available if the Retainage support functionality is enabled in the Enable/disable functionalities (CS100000) window.

The status of the document:

• On hold:
• Balanced
• Released:

A field and the Me check box, which you use as follows to select the sales orders for the stock items that are assigned to a particular product manager:

• Select the Me check box to view the orders for stock items assigned to you. The field will display your user name.
• Clear the Me check box and select another user to view the sales order for stock items assigned to another product manager.
• Clear the check box and the field to view the sales orders for stock items assigned to all users of the selected work group (if one is specified) or all work groups (if no work group is specified).

A field and the My check box, which you use in the following ways to view the sales orders for stock items assigned to a specific work group or a product manager in a group:

• Select the My check box to view the orders for stock items assigned to your work group.
• Clear the My check box and select another work group to display the orders for stock items assigned to all members of the group or to a particular user of the group.
• Leave the field blank and clear the check box to view the orders for stock items assigned to all work groups.

The destination warehouse for the items to be purchased (as specified on replenishment orders or back orders).

This field is only displayed if the Multiple warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.

The type of purchase order to be created from the sales order. The following options are available:

Normal

A purchase order of the normal type

Drop-ship

A purchase order of the drop-ship type

The warehouse for which the item will be purchased.

By default, this is the warehouse specified as the replenishment warehouse for the item when it is stocked at the demand warehouse (in the Item warehouse detail window).

This column appears only if the Multiple warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.

The warehouse where the item was requested for the transfer order or for replenishment.

This column appears only if the Multiple warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.

The description of the warehouse where the item was requested.

This column appears only if the Multiple warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.

The supplier location from which the item will be purchased.

This column appears only if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.

The number of days required for any item to reach the company when they are shipped from this supplier.

This value is specified in the Supplier inventory (PO201000) window.

The supplier’s price for the stock item to be ordered.

The supplier price for the stock items is specified in the Supplier inventory (PO201000) window.

Opens the Allocations dialog box, which you can use to allocate stock items by location, lot/serial number, and expiration date.

This button is available if at least one of the following functionalities is enabled in the Enable/disable functionalities (CS100000) window: Sales order to purchase order link, Multiple warehouse locations, or Lot and serial tracking.

Provides the following menu commands:

• Create purchase invoice To create a purchase invoice.
• Email purchase receipt To email, according to the settings of the PURCHASE ORDER mailing, the receipt to the supplier specified in this receipt.
• Recalculate prices and discounts To open the Recalculate prices dialog box, which you can use to specify the extent to which you want to refresh the prices and discounts for the document.

This action is not available for transfer receipts.

Provides the following menu commands:

View inventory document

To view the details of the inventory receipt generated for this receipt in the Receipts (IN301000) window.

View supplier ledger document

To view the supplier ledger document (invoice, credit adjustment, purchase credit note, or prepayment) in the Purchase invoices (AP301000) window, which is automatically created on release of the purchase receipt due to the selection of the Create invoice check box.

Provides the following menu commands:

Print purchase receipt

To print the current purchase receipt by using the Purchase receipts (PO302000) window.

View purchase receipt invoicing history

To view the invoicing details for the current purchase receipt by using the Purchase receipt invoicing details (PO632000) report.

Purchase receipt allocated and back-ordered

To print the purchase receipt allocated and back-ordered by using the Purchase receipt allocated and back-ordered (PO622000) report.

The way prices and discounts are recalculated. You can select one of the following options:

All lines

To recalculate prices and discounts for all lines

Current line

To recalculate prices and discounts for the selected line

When this check box is selected, the system will replace the item prices that have been modified manually (in the Unit cost or Ext. cost column) with the current prices.

The check box is available for selection if the Set current unit prices check box is selected.

When this check box is selected, the system will recalculate the discounts for the selected line or the all lines.

This check box is only available if the Customer and supplier discounts functionality is enabled in the Enable/disable functionalities (CS100000) window.

When this check box is selected, the system will cancel the manual discounts for the selected line or all lines (depending on the option selected in the Recalculate field) and search for applicable automatic discounts.

This check box is available only if the Customer and supplier discounts functionality is enabled in the Enable/disable functionalities (CS100000) window.

The type of the document, which can be one of the following:

Receipt

For a purchase receipt

Return

For a purchase return

Transfer receipt

For a transfer receipt

The current status of the document, which the system assigns automatically. The following options are available:

On hold

The receipt document is a draft and you can edit it manually.

Balanced

The document is balanced and you can release it. You can modify or delete a document with Balanced, but you can save the changes only if the control total is equal to the new total amount.

Released

The document has been released and you cannot edit or delete it.

When this check box is selected, the document has the On hold status.

The check box is selected by default for a new receipt if the Hold receipts on entry option in the Purchase order preferences (PO101000) window is selected.

The warehouse from which the items have been received for transfer orders.

This field is available for transfer receipts.

The supplier from which the items have been received or to which they will be returned.

This field is not available for transfer receipts.

The supplier location from which the items should be received or to which they should be returned.

This field is only displayed if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.

This field is not available for transfer receipts.

The currency the supplier uses for invoicing./p>

This field is not available for transfer receipts.

When this check box is selected, the system will create an appropriate invoice (or adjustment) automatically when the purchase receipt is released.

This check box gets its default value from the Create invoice check box in the Purchase order preferences (PO101000) window.

The reference number of the supplier document this receipt or return is based on.

This field is not available for transfer receipts.

The total quantity of goods on the receipt or return

You must enter this value if the Validate totals on entry check box in the Purchase order preferences (PO101000) window is selected for receipts. If the check box is not selected, the field is not available.

The document total that is exempt from VAT. This total is calculated as the taxable amount for the tax with the Include in VAT exempt totalcheck box selected in the VAT (TX205000) window.

This field is not displayed for transfer receipts and is only available if the VAT reporting functionality is enabled in the Enable/disable functionalities (CS100000) window.

The document total that is subjected to VAT. The VAT taxable amount will only be displayed in this field if the Include in VAT taxable total check box is selected for the applicable tax in the VAT (TX205000) window. If the check box is cleared, this field will be empty.

If the document contains multiple transactions with different taxes applied and each of the applied taxes has this check box selected, the taxable amount calculated for each line of the document will be added to the VAT taxable totalfield of the document.

This field is not available for transfer receipts and is available only if the VAT reporting functionality is enabled in the Enable/disable functionalities (CS100000) window.

The discount total calculated for the document. This total includes discounts of the Group and Document levels. The discounts of the Group and Document levels are listed on the Discount details tab; the Line discounts are shown on the Document details tab.

This field is only displayed if the Customer and supplier discounts functionality is enabled in the Enable/disable functionalities (CS100000) window.

The total amount calculated for items received from or returned to the supplier. The system automatically calculates this value as the sum of all amounts of all stock items listed on the Document details tab of this window.

This field is not available for transfer receipts.

The total amount of the receipt or return, which you manually enter. The system validates that the entered amount equals the total amount, which it calculates automatically. If the values are not equal, the system generates a warning message, and you can save the document only with the On hold status.

This field is only displayed if the Validate totals on entry option in the Purchase order preferences (PO101000) window is selected.

This field is not available for transfer receipts.

Opens the Add purchase order dialog box, where you can select a purchase order and include it in the current receipt or return.

This button is not available for transfer receipts.

Opens the Add purchase order line dialog box, which you can use to select lines from an existing purchase order and add the lines to this receipt or return.

This button is not available for transfer receipts.

Navigates to the Purchase orders (PO301000) window where you can view the details of the purchase order. This option is available only for lines based on purchase orders or purchase order lines.

This button is not available for transfer receipts.

Opens the Add transfer order dialog box, where you can select a transfer order and include it in the current receipt.

This button is only available for transfer receipts.

The lot or serial number to be used as a start number.

This field is only displayed if the Lot and serial tracking functionality is enabled in the Enable/disable functionalities (CS100000) window.

A button that you click to initiate the generation of lot or serial numbers.

This button is only displayed if the Lot and serial tracking functionality is enabled in the Enable/disable functionalities (CS100000) window.

The location in the warehouse.

This column appears only if the Multiple warehouse locations functionality is enabled in the Enable/disable functionalities (CS100000) window.

The serial number of the unit of stock item or the lot number assigned to specific quantity of stock item.

This column appears only if the Lot and serial tracking functionality is enabled in the Enable/disable functionalities (CS100000) window.

The expiration date of the specified quantity of the stock item.

This column appears only if the Lot and serial tracking functionality is enabled in the Enable/disable functionalities (CS100000) window.

The type of the purchase receipt line. You cannot change the value in this column if it comes from a purchase order or a purchase order line added to the purchase receipt. The available options are the following:

Goods for warehouse

An item ordered for warehouse. This line type is shown for all stock items for which the Require receipt check box is selected in the Stock items (IN202500) window.

Non-stock

A non-stock item for which the Require receipt check box is selected in the Non-stock items (IN202000) window.

Service

A stock or non-stock item for which the Require receipt check box is cleared in the Stock items (IN202500) or the Non-stock items (IN202000) window, respectively.

Freight

An applicable freight amount.

The warehouse where the item has been received.

This column is only displayed if the Multiple warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.

The location where the item has been received. If a project or project task is specified for this document line, only locations assigned to this project or project task are available for selection. SPLIT is displayed if multiple locations are assigned to the received quantity of the item.

This column is only displayed if the Multiple warehouse locations functionality is enabled in the Enable/disable functionalities (CS100000) window.

The cost of a unit of the purchased item.

This column is not available for transfer receipts.

The extended cost of the item, which is the unit price multiplied by the quantity. You can manually enter the amount that is not based on the unit cost and the available discounts.

This column is not available for transfer receipts.

If the Supplier and customer discounts functionality is enabled in the Enable/disable functionalities (CS100000) window, the percent of the discount that has been entered manually or calculated based on the discount amount entered manually for this line item.

If the Supplier and customer discounts functionality is enabled in the Enable/disable functionalities (CS100000) window, the percent of the line-level discount that has been applied manually or automatically.

If the Manual discount check box is selected, you can enter the percent manually and the discount amount will be calculated automatically.

If the Supplier and customer discounts functionality is enabled in the Enable/disable functionalities (CS100000) window, the amount of the discount that has been specified manually or calculated based on the discount percent entered manually.

If the Supplier and customer discounts functionality is enabled in the Enable/disable functionalities (CS100000) window, the amount of the line-level discount that has been applied manually or automatically to this line.

If the Manual discount check box is selected, you can enter the discount amount manually and the discount percent will be calculated automatically.

When this check box is selected, discount has been applied manually.

You can enter either the discount percent or the discount amount or you can select a discount code of one of the discounts intended for manual application. This check box will be automatically selected if you enter the cost not based on the specified unit cost.

The code of the line discount that has been applied to this line automatically.

This column appears only if the Supplier and customer discounts functionality is enabled in the Enable/disable functionalities (CS100000) window.

The ID of a discount series that has been applied to this line.

This column appears only if the Supplier and customer discounts functionality is enabled in the Enable/disable functionalities (CS100000) window.

The amount calculated (after discount has been taken) for the item.

This column is not available for transfer receipts.

The VAT category assigned to the stock item.

This column is not available for transfer receipts.

The account used to record the item amount on the purchase receipt; used for non-stock items for which receipt is not required (by default, it is the account specified for the item in the Use COGS/expense account from field in the Posting classes (IN206000) window).

If this purchase receipt is created for return of such non-stock item, this account is associated with the default reason code for returns (specified in the Purchase order preferences (PO101000) window) but you can override it.

The accrual account to record the item amount on the purchase receipt; used for stock items and non-stock items for which a receipt is required.

If this purchase receipt is created for a return, this account is empty.

The subaccount used to record the item amount on the purchase receipt, used for stock items and non-stock items for which a receipt is required.

If this purchase receipt is created for a return, this subaccount is empty.

The subaccount to be used to record the non-stock item amount on the purchase receipt (for non-stock items for which receipts are not required).

By default, it is the subaccount generated in accordance with the rule defined in the Use COGS/expense account from field in the Posting classes (IN206000) window.

If this purchase receipt is created for a return of such non-stock item, this subaccount is associated with the default reason code for returns (specified in the Purchase order preferences (PO101000) window) but you can override it.

The project with which the document is associated. If the document is based on a purchase order, the project is automatically copied from the respective purchase order line.

This column is not available for transfer receipts.

The project task with which the document is associated.

If the document is based on a purchase order, the project task is automatically copied from the respective purchase order line. For the receipt line with a stock item, you can select this project task only if the specified warehouse has a warehouse location assigned to this project task.

This column is not available for transfer receipts.

The expiration date of the received item.

This column appears only if the Lot and serial tracking functionality is enabled in the Enable/disable functionalities (CS100000) window.

The lot or serial number assigned to the received quantity of the purchased item; SPLIT is displayed if multiple lot or serial numbers are assigned to the received quantity.

If the receipt is created for a drop-ship order, you have to enter a lot or serial number only if the Required for drop shipments check box is selected for the item’s lot or serial class in the Lot/serial classes (IN207000) window.

This column is only appears if the Lot and serial tracking functionality is enabled in the Enable/disable functionalities (CS100000) window.

The type of the purchase order related to this purchase receipt.

This column is not available for transfer receipts.

The reference number of the purchase order related to this purchase receipt.

This column is not available for transfer receipts.

The line number of the purchase order related to this line of the purchase receipt.

This column does not appear for transfer receipts.

The type of the transfer order to which this receipt is linked.

This column is not available for transfer receipts.

The reference number of the transfer order to which this receipt is linked.

This column is not available for transfer receipts.

The line number in the transfer order to which this receipt is linked.

This column is not available for transfer receipts.

The shipment number in the transfer order to which this receipt is linked.

This column is not available for transfer receipts.

When this check box is selected, the purchase order line added to this receipt line will be considered completed upon release of this purchase receipt.

You use this check box to override the purchase order line completion requirements (the Min. receipt, Max. receipt, and Complete on values) set for the order in the Purchase orders (PO301000) window.

This column is not available for transfer receipts.

When this check box is selected, the appropriate line of the purchase order linked to this return line will be opened:

The quantity in the Qty. on receipts column for the purchase order line will be decreased by the quantity on this return line.

This column appears for purchase receipts of the Return type only.

The quantity of the item available for shipping from the selected location.

This value is calculated by the system based on the quantity on hand with quantities on issues and quantities shipped and on shipping deducted.

The warehouse to receive the item.

This column is only displayed if the Multiple warehouse locations functionality is enabled in the Enable/disable functionalities (CS100000) window.

The location to receive the item.

This column is only displayed if the Multiple warehouse locations functionality is enabled in the Enable/disable functionalities (CS100000) window.

The supplier location from which the item was received.

This column is only displayed if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.

When this check box is selected, a new receipt line will be added automatically for each barcode scanned for the first time.

If the barcode has been scanned before (for this receipt), the item quantity will be increased accordingly.

The location of the selected landed cost supplier.

This column appears only if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.

When this check box is selected, a related supplier ledger invoice will be created later for the incurred landed costs. On release of this receipt only an inventory adjustment (that will update the item costs) will be generated.

When the supplier’s invoice for the landed costs is actually received, you can create an invoice for the landed costs in the Purchase invoices (AP301000) window and include this receipt by clicking the Add postponed landed costs action on the toolbar.

Here you can select the manner in which you like the order to be shipped.

1. Unknown

2. Transport by sea

3. Transport by rail

4. Transport by road

5. Transport by aeroplane

6. Consignments by posts

7. Fixed transport installations

8. Transport by inland waterway

The supplier location from which the goods are received or to which they are returned.

This column is only displayed if the Multiple warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.

The action to be performed on the selected purchase orders if the Process or Process allaction is invoked:

Email purchase order

Generates emails for the purchase orders in accordance with the mailing settings

Mark as: do not email

Marks the purchase orders as not requiring emailing

Print purchase order

Prints purchase orders that are ready for printing

A field and the Me check box, which in the following ways to select the employee to whom the purchase orders to be displayed are assigned:

• Select the Me check box to display the purchase orders assigned to you. The field will display your user name.
• Clear the Me check box and select another user to view the purchase orders assigned to the user.
• Leave the elements blank to view the purchase orders of all users of the selected work group (if one is specified) or all work groups (if no work group is specified).

A field and the My check box, which you use in the following ways to select the work group the purchase orders to be displayed are assigned to:

• Select the My check box to view the purchase orders assigned to your work group.
• Clear the My check box and select another work group to display the purchase orders assigned to everyone in the group or to a particular user of the group.
• Leave the elements blank to view the purchase orders assigned to all work groups.

The type of the purchase order, all or one of the following:

Normal

A purchase order for products and services that are purchased on invoice or paid in cash. This is the most common type of purchase orders.

Drop-ship

A purchase order for goods that are delivered directly from the supplier to the customer. The list of items and the shipping instructions are copied automatically from drop-ship sales orders to the drop-ship purchase order. This option is only displayed if the Drop shipments functionality is enabled in the Enable/disable functionalities (CS100000) window.

Blanket

A purchase order for a large stock quantity that exceeds the quantity that is currently needed. This order reserves a certain quantity of supplier inventory for future purchasing. Blanket orders may be used to purchase products that are rarely available from suppliers or that have special discounts for high volumes. This option is only displayed if the Blanket and standard purchase orders functionality is enabled in the Enable/disable functionalities (CS100000) window.

Default

A purchase order that includes the products purchased regularly in the same quantities from a specific supplier and that can be processed repeatedly. Orders of this type are used when the demand for ordered products is predictable and does not change over time. This option is only displayed if the Blanket and standard purchase orders functionality is enabled in the Enable/disable functionalities (CS100000) window.

The system-generated status of the purchase order, all or one of the following options:

On hold

The purchase order is a draft and you can edit it manually.

Pending approval

The purchase order has not been approved by all the assigned persons.

Rejected

The order has been rejected by one of the persons assigned to approve it.

Open

The order was processed in accordance with the settings in the Purchase order preferences (PO101000) window but has not been completed yet.

Pending printing

Printing is required for the document, but has not been done yet. The purchase order should be printed if the Print order option is selected for the supplier in the Suppliers (AP303000) window.

Pending email

Emailing is required for thes document, but it has not been done yet. The purchase order should be printed if the Email order option in the Suppliers (AP303000) is selected for the supplier.

Cancelled

The order has been cancelled through the Cancel order action (on the Actions menu of the toolbar). An order with this status cannot be edited, and purchase receipts cannot be based on it.

Closed

All of the goods on the order have been received.

Printed

The purchase order has been printed.

The type of the landed cost, which identifies its source. The following options are available:

• Freight and misc. origin charge The landed cost is associated with freight expenses and other origin-related charges.
• Customs duties The landed cost is associated with customs duties paid for the purchased goods.
• VAT The landed cost is associated with VAT.

This option is available only if the VAT reporting functionality is enabled in the Enable/disable functionalities (CS100000) window.

• Misc. destination charges The landed cost is associated with miscellaneous destination charges.
• Other The landed cost is of another type.

The method of allocating the landed costs to the purchased goods. The allocation method defines how the landed cost amount is distributed among the purchased stock items. Select one of the following options:

By quantity

The landed costs are allocated to the purchased goods based on the quantities of different goods. The percent of the landed cost allocated to each purchased stock item is the portion of this item’s quantity in the total quantity of all items purchased. If units other than base units of measure (UoMs) are specified for items, item quantities are calculated with respect to the base UoMs. Use this option only for purchase orders that include similar items with the same base UoM or similar base UoMs. Do not use this option for purchase orders that include disparate items with base units that cannot be compared, such as pallets and tons or meters and pounds.

By cost

The landed costs are allocated to the purchased goods based on the costs of purchased goods. The percent of the landed cost allocated to each purchased item is the portion of this item’s cost in the total cost of all different items purchased.

By weight

The landed costs are allocated to the purchased goods based on the weights of purchased goods. The percent of the landed cost allocated to each purchased item is the portion of this item’s weight in the total weight of all items purchased.

By volume

The landed costs are allocated to the purchased goods based on the volumes of purchased goods. The percent of the landed cost allocated to each purchased item is the portion of this item’s volume in the total volume of all items purchased.

None

The landed costs are not allocated to item costs; only a purchase invoice will be created for the landed cost.

The supplier location with which the landed cost is associated.

This field appears only if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.

The supplier location associated with the landed cost.

This column appears only if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.

The supplier location from which the items to be displayed are purchased. By default, the main location of the selected supplier will appear here, but you can select another location. Supplier locations are defined in the Supplier locations (AP303010) window.

This field is only displayed if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.

Read-only.

This field shows the lead time for the selected supplier location. This lead time is defined in the Shipping instructions section on the General information tab of the Supplier locations (AP303010) window.

When this check box is selected, the specified item’s purchasing information is the same for all locations.

This column appears only if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.

The additional lead time for the selected item, which represents the additional time required by the supplier to produce, assemble, and dispatch the item.

This value is added to the supplier Lead time value, defined in the Supplier locations (AP303010) window, to calculate the resulting lead time required to deliver the purchased item from the supplier’s location to your company’s warehouse.

The lot size of the item when purchased from this supplier location.

If the lot size is not zero, the quantity on a purchase order is rounded up to match one or multiple lots. No fractions of a lot are allowed.

The economic order quantity for the item when purchased from this supplier location.

This value represents the quantity of the item on an order that minimises the item’s holding and ordering costs.