Today we will learn how to create a purchase quote then proceed to make it a purchase order. Some companies they do not generate purchase order directly for any purchases they take quotation from different supplier and the best quotation will be converted to purchase order.
Step 1:
to create a purchase quote go on the following menu:
Main Menu --> Department --> Purchasing --> Order Processing --> Purchase Quotes
Step 2:
Click on the button New.
Step 3:
General
| |
| Vendor No | Enter the Vendor No |
| Vendor Name | The name of the vendor will appear automatically |
| Quotation No | Enter the quotation number you received |
| Contact | If the vendor has a specific contact person |
| Document Date | Enter the document date |
| Order Date | Enter the order date |
| Request Receipt Date | Enter the receipt date |
| Vendor Order No | Enter the vendor order number |
| Vendor Shipment No | Enter the vendor shipment number |
| Purchaser Code | Enter a purchase code if there are |
| Campaign No | Enter the campaign no if there are |
| Alternate Vendor Address Code | Enter if the vendor has an alternate address |
| Responsibility Center | Enter the location of the vendor |
| Status | This shows the status of the order |
| Lines | |
| Type | Enter the type you wish to use |
| No | Enter the type number |
| Description | The name of the type will be display automatically here |
| Location Code | Enter location Code |
| Quantity | Enter the quantity |
| Unit of Measure | Enter the unit of measure |
| Direct Unit Cost Excl VAT | Enter the unit cost |
| Line Amount Excl VAT | It will take the quantity * unit cost |
| Line Discount % | If you want to give a discount in term of percentage |
| Line Discount Amount | If you want to give a discounted amount |
| VAT Prod Posting Group | Enter the VAT type |
| Invoice Detail | |
| Currency Code | Enter the currency code |
| Expected Receipt Date | Enter the delivery date |
| Price Including VAT | If you want to enter the price including vat |
| VAT Bus posting Group | Enter the VAT Bus Posting Group |
| Payment Terms Code | Enter the Payment Term Code |
| Payment Method Code | Enter the Payment Method Code |
| Transaction Type | Enter the transaction type |
| Payment Discount % | Enter if there are payment discount |
| Pmt Discount Date | Enter the payment discount date |
| Shipment Method Code | Enter the shipment method code |
| Payment Reference | Enter Payment Reference |
| Creditor No | Enter the creditor number |
| On Hold | state if it is on hold |
| Shipping and Payment | |
| Ship-to | If you want to ship to another location |
| Name | Enter location name |
| Address | Enter ship to address |
| Address 2 | Enter ship to address |
| Post Code | Enter ship to post code |
| City | Enter ship to city |
| Country/Region | Enter ship to region |
| Contact | Enter if there is a contact person to the shipment location |
| Pay-to | If you want to pay the vendor on another name |
| Name | Enter vendor name |
| Address | Enter vendor address |
| Address 2 | Enter vendor address |
| Post Code | Enter vendor post code |
| City | Enter Vendor city |
| Country/Region | Enter vendor country |
| Contact No | If vendor has a contact person enter contact no |
| Contact | Contact person name will display automatically |
| Foreign Trade | |
| Transaction Specification | Enter the transaction specification |
| Transport Method | Enter the transport method |
| Entry Point | Enter the entry point |
| Area | Enter the area |
Step 4:
proceed to make the purchase quote to a purchase order.
Click on the button Make Order.
Step 5:
to check if the purchase order has been created, go on the following menu.
Main Menu --> Department --> Purchasing --> Order Processing --> Purchase Order.
