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When the order is placed, supplier current account control, product stock control, purchase discount accounts, etc. transactions can be done easily. Promotions and special discounts calculated in the order detail are automatically displayed by the system.

Path: ERP > Sales-Distribution > Purchasing > Purchase Orders

Title: Title information for your order
Current Account and Authorized Person: Select the current account from which you will place the order. It will come automatically depending on the authorized servant.
Orderer: The user using this registration screen will be automatically displayed in the Orderer field.
Reference: If you are recording the ordering process through another process (For example, in case of converting the recorded request into an order), the document number of the previous process is displayed in this field.
Job/Task: If the order given is related to any job/task, specify it in this field.
Additional Information: You can define additional information. Additional information is defined in the parameters.
Order and Delivery Date: The order date appears as the automatic recording date, you can change it. The date on which the order will be delivered is entered in the Delivery Date field.
Payment Method: Specify the payment method agreed with the supplier in this field.
Maturity Date: The maturity is automatically calculated according to the entered payment method. If desired, it can also be changed manually.
Partner Portal: This field contains a box and date. If you want the order to be displayed on the partner portal, you can publish it by checking the box and specify the end date of the publication period in the date field.
Process: Specify at which stage the order is.
Priority: You can specify the priority status for your order in the Priority field.
Shipment Method: Shipment method for the product/service specified in the order content. specify.
Delivery Warehouse: Select the location to be delivered for the products you ordered in this field.
Contract: If the purchase order is related to a contract, the contract is selected from this field.
Project: If the purchase order is related to a project, the project is selected from this field. is selected.
Description: You can specify explanation/detailed information about your order in the description field.
Action: If the purchase order is related to an action, specify the relevant action in this field.
Loading Location: The loading location of the order is selected.

Stock Reserved Meat: Check this box to reserve the products you specified in the order record from the existing stock. Thus, the stock reservation information for this product will be displayed as reserved for the amount of your order.

Overseas: Check this box if the products in the order record are products that will be shipped from abroad.

The usage of the basket area is as follows;

To add products to the basket, click on the "+" icon at the beginning of the basket row. A list of products will appear. From here, select the products one by one by clicking on their units. You can also add products to the basket by typing the stock code, barcode or serial number and pressing the "enter" key.

You can change the quantities manually. Then click the "Save" button.

The following operations are carried out with the help of the links at the top right;

Credit: You can click on this link to credit the order payment you are on the update screen. You will see the "Credit Agreement" screen. After specifying the necessary information on this screen, click the "Save" button.
Shipment: Click on this link to add packaging and shipping information for the products you ordered.
Expense Detail: Expenses for the relevant purchase order can be specified.
Payment Plan: A payment plan is created for the order.
Member Account Information: Click this link to view the information about the member specified in the current account field in the order record.
Place a Bulk Order: You can create a bulk order when different orders are received from the same supplier.
Buying-Selling Conditions: Click on this link to specify the buying-selling conditions regarding the order.

Order Details: When you click on this icon, you can view or add documents related to the order, perform budget compliance checks, and view the financial summary.

You can also view the order fulfillment report and order stock from the order detail. You can also access the report.

With the help of other links, you can view additional information of the order, relevant warnings, and perform operations such as printing, saving, copying.

Creating an Order via Data Transfer

You can use Data Transfer to create many orders at once. Click the Data Transfer icon in the upper right corner of the order registration page.

Document: Select the document that contains product information in this field. The format of your document must be as stated above.

Transfer Type: Make the relevant selection according to the code in your document (stock code, barcode or special code).

After specifying the necessary information, when you click on the "Save" button, you will be directed to the order adding page. You can place the order after detailed selections.

When you click on the “List” button, you can list the products in the document you have added. You can also turn it into an order after listing it.

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About Workcube Objects

Purchase Orders

Supplier current account control, product stock control, purchase discount accounts, etc. Orders placed along with transactions are recorded.

Type: WBO Version: Catalsyt v5 Licence: Standard Author: Workcube Core