Purchase Types
This screen allows you to maintain a file of Purchase Types, which are used when creating Purchase Orders to segregate the Type of order being created. These can be, for example:
- Standard
- Non Production
- Office Supplies
Entry and Display fields
Purchase Type: Enter the Name of the Purchase Type. Duplicates not allowed.
Description: Enter a short description of the Purchase Type. No checks are made on this entry
Creation Status: From the drop-down list select the status of the Purchase when it is created using this Purchase Type. The options are:
- Planned
- Open
- In Progress
- On-Hold
Numbering: From the drop-down list select the way in which Purchase Orders are numbered. The options are:
- Automatic- commencing from the number set up in File>System Configuration>System Settings
- Manual- manually entered at time of Order creation
Prefix: You have the option to provide a prefix to the Automatically generated Order Number. For example: if the Prefix was ‘PO-‘ then the generated Order could be ‘PO-12345’
Type used for Site Name: Select the site name from the drop-down list.
Use Type for Site linked to Source or Demand Order: Tick this box if the Site is taken from the Order
Data Display Options
Field Position: On this screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.
Buttons
Close: This will close the Purchase Types screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: This will send the cursor to a new line for entry of a new Purchase Type.
Save: This will save the current data without exiting the screen
Cancel: Any changes made since the line was actioned or the last time the ‘Save’ Button was pressed will be lost.
Delete: This removes the current highlighted Purchase Type.