![]() ![]() The Site and Warehouse fields are typically populated with values from the order header, but it is possible to override the fields if some lines need to be delivered to different locations. In the Color field, enter or select a value. Items can also be associated with a procurement category and in this case, the procurement category is shown as informational only. This means that if you need to expense a purchase you can do this by creating a purchase order line that specifies a procurement category, rather than creating a line with an item number. The Procurement category field is used for adding lines where procured items are expensed directly, rather than going into inventory.Order lines are created for products and services by specifying an item number, or as expenses by specifying a procurement category.Optional: If you select the Save setup field, the dimensions you have chosen will also be shown on the order line grid the next time you open the purchase order page. To improve the efficiency of order entry, you can add the dimension fields that you commonly use directly to the order grid. There are also optional tracking dimensions, such as batch and serial numbers. Products can also be set up to use storage dimensions, such as site and warehouse. Products can be in variants that are differentiated by dimensions, such as color, size, or style. If you need to view the rest of the information, select Header. When you work with purchase order lines, only a summary of the header information is shown. ![]() The field may be assigned a value automatically if the current user account is associated with a name on the Users page. This may be convenient to share with the vendor in case they need to contact that person. The Orderer field can be used to specify who is placing the order. If the delivery date specified here cannot be met for specific products or services because they have longer lead times, then those lines will be created with a later delivery date to accommodate for this.Įxpand the Administration section. You can specify a single delivery date for the order, or the individual order lines can be given unique delivery dates.
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