PO40 Options Menu

The Create Purchase Orders (PO40) program includes 3 menu items (Options, Goto and Help), located at the top of each folder in PO40.

The following list defines the contents of each menu:

  1. Options - the options menu includes the following options:

    • Manual PO - To assign a manual PO number to a Purchase Order follow these steps:

      1. Once you have entered the Supplier Code on the PO40/Header Info folder and before you update the first detail line on the PO40/Detail Info folder, select Options from the top menu and click on Manual PO from the drop down list.

      2. When you Update the first detail line, the Purchase Order Number screen automatically opens. Enter the first 5 digits of your manual PO number and click OK.

      3. The PO number you assigned automatically displays in the PO field. The number is preceeded by the letter M to indicate that the PO number was manually assigned. Take note of the number for future reference.

      4. Continue entering detail lines to the PO as required.

    • Update Master - when you select this option, you can update the Purchase Price, Discount and/or Per fields in Maintain Purchasing Info (PO13) with information from the detail line on the PO. This is a convenient way to update the information in the Enterprise tables.

      1. Once you have entered the Supplier Code on the PO40/Header Info folder and before you update the first detail line on the PO40/Detail Info folder, select Options from the top menu and click on Update Master from the drop down list.

      2. Each time a detail line on the PO includes a Purchase Price, Discount or Per value (or any combination of the three) that is different from the values on PO13, the following message displays: "Do you wish to update purchasing master file with new pricing factors? YES/NO".

        • If you select Yes, the Price, Discount and/or Per fields in PO13 update and the detail line in PO40 automatically updates.

        • If you select No, only the detail line in PO40 updates and PO13 remains unchanged.

      3. Note: If the Purchase Price, Per and/or Discount values are changed for Products with a single price break (Quantity 1), the corresponding fields will be updated if Yes is selected to Update Master.

        If you change the Price, Discount or Per value of a Product with multiple price breaks, the following message displays: "This item has several breaks, please use PO13 to update the purchase prices." No pricing information is updated.

    • Compliances - opens the Purchase Order Compliances window which displays the compliance information specific to this PO.

    • Warehouse - opens the Warehouse Selection window. Select the Warehouse for which the PO is required.

      • Note: The current Warehouse for an existing PO cannot be changed if there are quantities received or in transit for detail lines on this PO.

    • Click OK to close the Warehouse Selection screen.

  2. Goto - the Goto menu includes the following options:

    • Stock - opens the Display Product Availability (IC45) C1/Purchase Order folder for the current product.

    • Supplier Message - opens the Enter Supplier Messages (PO35) program for the current supplier.

  3. Help - opens the Online Help for PO40.

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