Page Comparison

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Customer Code and Customer Site (this will default to the site if the customer exists only on one site)
Customer PO Number (this is your customers' reference for their purchase)
Advice Date (this is used for ageing purposes and reporting)
Delivery Type - This field has a major importance to how charging for the receipt will work, there is a table below in the expand section which show all the available standard delivery types, and their default settings. You can over ride those delivery types and how they charge by setting it to be something different on the customer record.

Code	Description	Return to stock	Landed FOC	Int Xfer	Land reduced rate	Reduced %	Freeze On Receipt
PUR	PUR - Purchased Goods
RET	RET - Return from Delivery	TRUE
RWW	RWW - FOC ReWarehouse by Whse		TRUE		TRUE	100
RWC	RWC - ReWarehouse by Customer
RFC	RFC - Collection from Customer
TRA	TRA - Transfer Internal			TRUE
UNS	UNS - Unsure / Unknown
WKO	WKO - Works Order
XTR	XTR - External Transfer
CTO	CTO - FOC Customer Take on		TRUE		TRUE	100
STK	STK - FOC Stock Management		TRUE		TRUE	100
CAN	Cancelled Despatch Order
MON	Manufacturing On Site			TRUE			TRUE
MOF	Manufacturing Off Site

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There is no point explaining fields which are relatively obvious what their purpose is on the form, so explanations on how to fill this are generally about the section.

Section / Field

Notes

Supplier Details

There are three options here to choose from

Use my details as supplier
Use a saved supplier's details
Type a new supplier (and then save that supplier to use next time)

Note
Use my details as supplier - This will determine some customs information, if you supply your own goods then you are not liable to sales tax on those purchases. and in declarations of supplier we will stipulate that the goods we sourced from yourself. It will also effect Intrastate reporting

Tip
The minimum details required are Supplier Name, Address Line1, Town, Country.

Warning
BE CAREFUL NOT TO USE THE CUSTOMERS OWN DETAILS UNLESS THIS IS THE TRUE SITUATION

Transporter Details

This section is optional, we store Transport companies within the system, they will be marked with the

INWARDS flag set and ticked.

This information is mostly for informational purposes only.

PO Essential Information

This is generally used for planning purposed and aids the warehouse in working out what is arriving, especially when making a booking for goods coming into the warehouse.

Expected Date - can be any date in the future
Is it in a container and do you know the container number
Will the goods be on slip sheets (this is because special handling equipment is required)
Will the goods be palletised, this helps the warehouse determine whether the goods can be mechanically removed from the vehicle or not.

Much of the time this information comes from the haulier, the customer ordering the goods is generally limited to knowing the expected date.

Shipment

This button will show the Shipment Details that have been added using the Shipment Screen

Image Removed

Image Added You are able to edit this screen.
Booking information	This section can not be edited and just shows when this PO has a booking.

Order Item Entry

Entry in this screen is generally limited to the detail lines, there are however two areas at the bottom with additional information, neither of which can be amended by the users.

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Field	Notes	Auto Fill from Product Code	Required
Product	Product Code field If entered then the product will be looked up and if it does not exist you will be presented with the options to CREATE (NOT using system products) FIND (using system products for the customer)	NA	No
Type	The Type of Product	YES	YES
COO	Country Of Origin of the product	YES	YES
Brand	Producer / Manufacture or Brand of the product	YES	NO
Description	The basic description of the product (do not include information which is in another field below	YES	YES
Year	Year or Vintage of the item, this needs to be either YYYY or NA or NV	YES	YES
SPC	Singles per Case - you must have at least 1	YES	YES
SS (L)	Single Size - It is the size of the item, This needs an entry, even if it is showing as 1	YES	YES
E Pallets/E Cases/E Singles	These are the quantity fields of what to expect for this delivery into the warehouse.	NO	YES, at least one of them
Excise Duty Paid	Are the goods arriving Duty Paid, if so then tick this box Default is No	NO	NO
Loose	Are the goods expected to be loose, warehouses charge additional handling charge for loose goods (default is No)	NO	NO
CR	Condition Report required. (Default as per set up against the Delivery Type) This will enter a condition report request automatically when the goods are received, this report will then have to be actioned	NO	NO

Info

Goods will be landed underbond by default.

If you have Duty Paid goods to land, tick the Excise Duty Paid field against the relevant line in the Order Details Line tab.

Once ticked, clicking the Generate Rotations button on the Receipting Details tab will generate a Duty Paid rotations (has a D after the slash).

The In Free Circulation field on the Bond Details tab will tick automatically for goods set as Duty Paid but you will still need to set the Customs Duty Paid flag (also on the Bond Details tab) if there is no Customs Duty to pay for that rotation.

Versions Compared

Old Version 30

New Version 31

Key

Order Item Entry