In this tab you will specify the header data of the order.
For rules on how to use the fields, see Detail form.
Header
- PO: Identifier of the order, unique in the application. This is initialized by the application, but you can change it.
- Status: Current status of the order, cannot be changed; see PO statuses.
- Urgent: This (informative) box will be checked automatically if the order contains at least one urgent ; still, you can check or uncheck it, if necessary.
- Open: To be checked for an open order, which makes it possible to use a single order for several successive purchases/deliveries through the same supplier over a given period.
Supplier
- Supplier: Required. Determines which purchase lines can be linked to this order; see Supplier.
- Currency: That of the supplier, cannot be changed.
- Send order: Means of transmittal of the order form, initialized with that indicated for the supplier. If the means of transmittal is "EMAIL," upon issuance the order will be sent to the supplier by email.
Additional information
- External order: Identifier of the order in an external application. To be indicated if CARL Source is interfaced with another system for order management.
- Delivery date: This date may be entered.
- Package: Informative text.
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Invoicing: Progress of order invoicing, determined as a function of the information present in CARL Source.
- None: no invoice entered in CARL Source,
- Partially: certain order lines are associated with invoices, others not.
- Totally: all the order lines have been invoiced, but all the invoices have not been closed.
- Closed: all the order lines are linked to closed invoice lines.
Customer/Company/Management
When it is the CUSTOMER_PO_DET custom form, the Customer/Management/Company fields are displayed:
- Customer: Initialized with the logged in agent, but can be changed.
- Management: Initialized with the customer selection, but can be changed.
- Company: Initialized with the customer selection, but can be changed.
- Manager: Initialized with the customer selection, but can be changed.
Max delivery date: it is possible by customization to have the "Max delivery date" field appear. This field is calculated automatically based on the maximum date of the various purchase lines.
To make this field appear, switch to customization mode and add a field. In the "Expression" area of the new field, enter the following value:
#{formAnimator.bean.maxDeliveryDate}
Context
- Budget: If you fill in the budget , all the order lines will be allocated to this budget and the budget of the purchase lines will be ignored.
- Contract: To be filled in if the order was made as part of a purchase Contract. The contract period is the currently valid period of the contract.
- Delivery organization: Initialized with the organization of the user, but can be changed.
- Issued by: Initialized with the logged in agent, cannot be changed.
Amounts
If the supplier has a currency that is different from the reference currency, the amounts are displayed in both currencies.
The exchange rate is entered when the order is created, updated when the order is validated, then retained until it is closed.
- Ordered: Total of the amounts of the purchase lines, excluding additional costs.
- Additional costs: Total of the amounts of the overall additional costs and the lines, excluding taxes.
- Delivered: Sum total already delivered, excluding additional costs.
- Payment: Total amount already invoiced, excluding taxes. The overall additional costs and lines are included in "Payment of costs."
- EXCL./INCL. TAX: Excluding taxes/Including taxes.
Update of rate terms: when the user changes the supplier code on the PO, the user is asked if he/she wants to update the rate terms. This processing involves updating all the (when possible) according to the supplier catalog links.
For a PO with a status of "Pending validation," if, on the [General] tab, supplier "A" is replaced with supplier "B," then the user receives the following message: "Do you wish to update the rate terms?".
If the user clicks on No, then no change is made to the .
If the user clicks on Yes, then changes can be made to the .
- with an item/service that is not present in a catalog link of supplier "B" are not changed (price, unit, reference, name, discount, deadline).
- with an item/service that is present in a catalog link of supplier "B" are changed (price, unit, reference, name, discount, deadline).
Exception: there is no updating of the with regard to price, unit, reference, name, discount, and turnaround time if the item/service is referenced several times in the catalog.
Comments:
- All that could not be initialized by the job are highlighted by a red indicator.
- All that have been initialized by the catalog are highlighted by a white indicator.