Screenshot:Purchase Order

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Purchase Order

Purchase Order window allows the procurement team to create and manage orders which once booked will be sent to the external suppliers.

Header

Purchase orders can be created and booked in the header section of the purchase order window.

• Organization : Organizational entity within client
• Transaction Document : The specific document type which should be used for the document.
• Document No. : An often automatically generated identifier for all documents.
• Order Date : The time listed on the order.
• Business Partner : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
• Partner Address : Identifies the (ship from) address for this Business Partner
• Warehouse : The location where products arrive to or are sent from.
• Scheduled Delivery Date : The date that a task, process, or action is to be completed or delivered by.
• Payment Method : It is the method by which payment is expected to be made or received.
• Payment Terms : The setup and timing defined to complete a specified payment.
• Price List : A catalog of selected items with prices defined generally or for a specific partner.
• Document Status : The Document Status indicates the status of a document at this time.
• Total Gross Amount : The final monetary amount (including taxes) charge listed in a document.
• Total Net Amount : The final sum of all line totals made to a specified document or transaction (not including taxes).
• Currency : An accepted medium of monetary exchange that may vary across countries.
• User/Contact : An acquaintance to reach for information related to the business partner.
• Delivery notes
• Description : A space to write additional related information.
• Order Reference : A reference or document order number as listed in business partner application.
• Invoice From : Bill From Address
• Company Agent : Purchase or Company Agent
• Incoterms
• INCOTERMS description
• Print Discount : An option to have any discount printed on the invoice.
• Document Type : A value defining what sequence and process setup are used to handle this document.
• Freight Amount : The charge amount for a specified shipment.
• Delivery Method : The desired means of getting requested goods to a business partner.
• Sales Campaign : An advertising effort aimed at increasing sales.
• Shipping Company : The name of the company making the shipment.
• Priority : A defined level of importance or precedence.
• Charge Amount : The amount of a cost or expense incurred during business activity.
• Charge : A cost or expense incurred during business activity.
• Activity : A distinct activity defined and used in activity based management.
• Freight Cost Rule : The calculation method used when charging freight.
• Trx Organization : The organization which performs or initiates the transaction.
• Add Payment : Add Payment button.
• Process Order : Process Order
• Copy Lines : Browse history of this particular document type for the selected business partner to be able to select lines (products) from these.
• Copy from Orders : Copy lines from orders
• Price includes Tax : Tax is included in the price
• Project : Identifier of a project defined within the Project & Service Management module.
• Cost Center : Division that adds to the cost of an organization
• Asset : An item which is owned and exchangeable for cash.
• 1st Dimension : A display of optional elements that are previously defined for this account combination.
• 2nd Dimension : A display of optional elements that are previously defined for this account combination.
• Create Lines
• Self-Service : Self-Service allows users to enter data or update their data. The flag indicates, that this record was entered or created via Self-Service or that the user can change it via the Self-Service functionality.
• Selected
• Sales Transaction : An indication that a transfer of goods and money between business partners is occurring.
• Re-invoice : An indication that a transaction may be invoiced to a business partner.
• Purchase Order : A unique and often automatically generated identifier for a purchase order.
• Processed : A confirmation that the associated documents or requests are processed.
• Process Order : Process Order
• Print : A reference stating whether or not the document has been printed at any time in the past.
• Posted : An accounting status button that indicates if the transaction has already been posted to the general ledger or not.
• Invoice Terms : Frequency and method of invoicing
• Form of Payment : The method used for payment of this transaction.
• Drop Ship Partner : Business Partner for Drop Shipment
• Drop Ship Location : Business Partner Shipment Location for Drop Shipment
• Drop Ship Contact : Business Partner Contact for Drop Shipment
• Delivery Terms : A definition stating when a specific delivery will occur.
• Delivery Location : The specific place or address an order will be shipped to or carried out from.
• Delivered
• Date printed : Date the document was printed.
• Client : Client for this installation.
• Active : A flag indicating whether this record is available for use or de-activated.
• Accounting Date : The date this transaction is recorded for in the general ledger.

Lines

Once the purchase order header has been properly filled in and saved, each purchase order line can be created in this tab.

• Line No. : A line stating the position of this request in the document.
• Product : An item produced by a process.
• Operative Quantity : The number of a certain item involved in the transaction, according to the defined Operative UOM.
• Alternative UOM : A non monetary unit of measure.
• Ordered Quantity : The number of an item involved in a transaction, given in standard units. It is used to determine price per unit.
• UOM : A non monetary unit of measure.
• Attribute Set Value : An attribute associated with a product as part of an attribute set.
• Net Unit Price : The price that will be paid for a specified item.
• Gross Unit Price : Price inclusive of taxes
• Line Net Amount : The final amount of a specified line, based only on quantities and prices.
• Line Gross Amount : Gross Amount for a line
• Tax : The percentage of money requested by the government for this specified product or transaction.
• Net List Price : The official net price of a product in a specified currency.
• Gross List Price
• Discount % : The proportional discount given to an item, without respect to any previously defined discounts.
• Description : A space to write additional related information.
• Alternate Taxable Amount : The total sum on which taxes are added.
• Edit Line Net Amount : A flag used to allow the end-user to edit Line Net Amount field.
• Cancel Promotions : Used to activate or deactive promotions for each line
• Base Net Unit Price
• Base Gross Unit Price
• Warehouse : The location where products arrive to or are sent from.
• Reserved Quantity : Reserved Quantity
• Delivered Quantity : Delivered Quantity
• Invoiced Quantity : The total number of a product included in an invoice to a business partner.
• Shipping Company : The name of the company making the shipment.
• Order Date : The time listed on the order.
• Scheduled Delivery Date : The date that a task, process, or action is to be completed or delivered by.
• Business Partner : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
• Freight Amount : The charge amount for a specified shipment.
• Partner Address : Identifies the (ship from) address for this Business Partner
• Order Quantity : The number of a certain item involved in the transaction, shown in units which differ from the standard UOM.
• Order UOM : The unit of measure being used for the request.
• Manage Prereservation
• Organization : Organizational entity within client
• Project : Identifier of a project defined within the Project & Service Management module.
• Cost Center : Division that adds to the cost of an organization
• Asset : An item which is owned and exchangeable for cash.
• 1st Dimension : A display of optional elements that are previously defined for this account combination.
• 2nd Dimension : A display of optional elements that are previously defined for this account combination.
• Explode
• BOM_Parent_ID
• Warehouse Rule
• Resource Assignment : The ID identifies a unique record
• Purchase Order Line : A unique and often automatically generated identifier for a purchase order line.
• Purchase Order : A unique and often automatically generated identifier for a purchase order.
• Promotion/Discount : The ability to raise or lower prices.
• Lower Limit Price : The lowest net price a specified item may be sold for.
• Invoice Date : The time listed on the invoice.
• Direct shipment : Ship direct from Vendor to Customer
• Description Only : if true, the line is just description and no transaction
• Date Delivered : Date when the product was delivered
• Currency : An accepted medium of monetary exchange that may vary across countries.
• Client : Client for this installation.
• C_Order_Discount_ID
• Active : A flag indicating whether this record is available for use or de-activated.

Discounts and Promotions

View applied Discounts and Promotions for each line.

• Line No. : A line stating the position of this request in the document.
• Promotion/Discount : The ability to raise or lower prices.
• Base Gross Unit Price
• Base Net Unit Price
• Discount per Unit
• Total Amount : Total Amount
• Displayed Total Amount
• Purchase Order Line : A unique and often automatically generated identifier for a purchase order line.
• Organization : Organizational entity within client
• Client : Client for this installation.
• C_Orderline_Offer_ID
• Active : A flag indicating whether this record is available for use or de-activated.

Line Tax

For each purchase order line, Openbravo automatically populates the line tax related information in this tab.

• Line No. : A line stating the position of this request in the document.
• Tax : The percentage of money requested by the government for this specified product or transaction.
• Taxable Amount : The total sum on which taxes are added.
• Tax Amount : The total sum of money requested by the government of the specified transaction.
• Purchase Order Line : A unique and often automatically generated identifier for a purchase order line.
• Purchase Order : A unique and often automatically generated identifier for a purchase order.
• Organization : Organizational entity within client
• Order Line Tax : A unique and often automatically generated identifier for a sales order line tax.
• Client : Client for this installation.
• Active : A flag indicating whether this record is available for use or de-activated.

Prereserved Qty

Relation of Reservations where the Purchase Order line has been used as prereservation.

• Stock Reservation
• Customer : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
• Storage Bin : A set of coordinates (x, y, z) which help locate an item in a warehouse.
• Attribute Set Value : An attribute associated with a product as part of an attribute set.
• Allocated
• Quantity : The number of a certain item.
• Released
• Reservation Stock
• Purchase Order Line : A unique and often automatically generated identifier for a purchase order line.
• Organization : Organizational entity within client
• Client : Client for this installation.
• Active : A flag indicating whether this record is available for use or de-activated.

Accounting dimension

Accounting Dimension

• Active : A flag indicating whether this record is available for use or de-activated.
• Purchase Order Line : A unique and often automatically generated identifier for a purchase order line.
• Amount : A monetary sum of two or more quantities.
• Organization : Organizational entity within client
• Business Partner : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
• Product : An item produced by a process.
• Project : Identifier of a project defined within the Project & Service Management module.
• Cost Center : Division that adds to the cost of an organization
• Asset : An item which is owned and exchangeable for cash.
• Activity : A distinct activity defined and used in activity based management.
• Sales Campaign : An advertising effort aimed at increasing sales.
• 1st Dimension : A display of optional elements that are previously defined for this account combination.
• 2nd Dimension : A display of optional elements that are previously defined for this account combination.
• Client : Client for this installation.
• C_Orderline_Acctdimension_ID

Tax

Summarized purchase order tax related information is shown in this tab.

• Line No. : A line stating the position of this request in the document.
• Tax : The percentage of money requested by the government for this specified product or transaction.
• Tax Amount : The total sum of money requested by the government of the specified transaction.
• Taxable Amount : The total sum on which taxes are added.
• Purchase Order : A unique and often automatically generated identifier for a purchase order.
• Organization : Organizational entity within client
• Order Tax
• Client : Client for this installation.
• Active : A flag indicating whether this record is available for use or de-activated.

Basic Discounts

Lists information about discounts automatically applied based on the supplier configuration and / or manually entered for the purchase order.

• Line No. : A line stating the position of this request in the document.
• Basic Discount : The percentage price reduction based on the list price.
• Cascade : Any additional discount built upon the remaining total after applying previous discounts.
• Active : A flag indicating whether this record is available for use or de-activated.
• Purchase Order : A unique and often automatically generated identifier for a purchase order.
• Organization : Organizational entity within client
• Client : Client for this installation.
• C_Order_Discount_ID

Payment Plan

Shows the total amount expected to be paid upon order booking as well as the amount/s pre-paid or paid against the invoice/s for the order.

• Due Date : The date when a specified request must be carried out by.
• Payment Method : It is the method by which payment is expected to be made or received.
• Expected Amount : Expected Amount
• Paid : Paid
• Outstanding
• Last Payment Date : Last Payment Date
• Number of Payments
• Currency : An accepted medium of monetary exchange that may vary across countries.
• Purchase Order : A unique and often automatically generated identifier for a purchase order.
• Organization : Organizational entity within client
• Order Payment Out Plan : Set of payments out planned to be collected/paid for an order
• Invoice : A document listing products, quantities and prices, payment terms, etc.
• Client : Client for this installation.
• Active : A flag indicating whether this record is available for use or de-activated.

Payment Details

Displays the details of the payments (pre-payments or regular payments) made for the order or for the invoice/s of the order.

• Payment Out : Payment Out event
• Payment Date
• Due Date : The date when a specified request must be carried out by.
• Payment Method : It is the method by which payment is expected to be made or received.
• Financial Account : Financial account used to deposit / withdrawal money such as bank accounts or petty cash
• Expected Amount : Expected Amount
• Paid Amount
• Write-off Amount : A monetary sum that can be deducted from tax obligations.
• Currency : An accepted medium of monetary exchange that may vary across countries.
• Expected (Account Currency) : Expected amount in the financial account currency
• Paid (Account Currency) : Amount paid in financial account currency
• Exchange Rate : Exchange rate used to convert payment to financial account currency
• Payment No. : Payment Number
• Finacc_Currency_ID : The currency of the financial account that payment is associated with
• Canceled
• Status : A defined state or position of a payment.
• Payment Detail
• Organization : Organizational entity within client
• Order Payment Out Plan : Set of payments out planned to be collected/paid for an order
• Order No. : Order Number
• Invoice No.
• Invoice Amount : The monetary sum that is invoiced for a specified item or service.
• Client : Client for this installation.
• Business Partner : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
• Active : A flag indicating whether this record is available for use or de-activated.

Payment

Create an obligation for accounting to pay for all or part of your purchase order amount in advance.

• Settlement Cancelled : The settlement used to cancel the corresponding payment.
• Form of Payment : The method used for payment of this transaction.
• Due Date : The date when a specified request must be carried out by.
• Business Partner : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
• Description : A space to write additional related information.
• Cashbook : A document used to manage all cash transactions.
• Cash Journal Line : A statement displaying one transaction in the cash journal.
• Bank Account : A monetary account of funds held in a recognized banking institution.
• Bank Statement Line : A statement displaying one transaction in the bank statement.
• Amount : A monetary total.
• Currency : An accepted medium of monetary exchange that may vary across countries.
• Write-off Amount : A monetary sum that can be deducted from tax obligations.
• Initial Status : Status of a payment upon creation.
• Project : Identifier of a project defined within the Project & Service Management module.
• Receipt : Indicates a sales or purchase transaction.
• Payment Complete : A confirmation stating whether the request has been closed through a monetary transaction.
• Valid : A confirmation that something is correct.
• Purchase Order : A unique and often automatically generated identifier for a purchase order.
• Payment : A obligation to pay or a right to collect for a specified item or service.
• Organization : Organizational entity within client
• Manual : A task or process completed directly by the user, not automatically by the application.
• Is Automatic Generated : It is automatically generated
• Invoice : A document listing products, quantities and prices, payment terms, etc.
• Generate_Processed : Generate Processed
• Client : Client for this installation.
• Change Debt Payment : Take this Debt/Payment out of the settlement
• Cancel processed : Cancel processed
• C_Settlement_Generate_ID : Settlement generate
• Active : A flag indicating whether this record is available for use or de-activated.

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