PMXpert User Manual

Purchase Orders

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Purchase Orders

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Purchase Orders

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1.Select Setup | System Settings from PMXpert’s main menu.
2.Select the Purchase Orders tab and enter your settings, following the instructions below.
3.When you have completed entering data into all the System Settings tabs, click Save.

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Click to expand/collapse textPurchase Orders
1.In the Next Purchase Order field, enter the number you want PMXpert to begin with when assigning numbers to purchase orders as they are created in the program.
a.If you want to continue the sequence you are already using, enter the next number in the sequence.
b.If you want to start a new sequence, set the number to 1. PMXpert will automatically increase this figure each time a purchase order is created.
2.Check the box if you want to Apply Tax to Costs.
3.Show All Parts in Entry: Select this checkbox to display a list of all available inventory items when adding items to a purchase order. Uncheck the box if you prefer to see a list containing only the items available from the selected supplier.
4.Default Tax and Shipping Charges to current PO values when receiving a Purchase Order: When you create a Purchase Order, you can enter the Tax and Shipping charges.  Later, when you receive a Purchase Order, you again have the option to enter or edit the actual Taxes and Shipping charged.  If you check this system setting checkbox, the Tax and Shipping charges entered earlier will default in when receiving the Purchase Order.  If you uncheck this option, the Taxes and Shipping will be set to 0.00 when recording a received Purchase Order.  See Chapter 8: Purchase Orders, Receive a Shipment against a Purchase Order.
Click to expand/collapse textPurchase Order Defaults
1.Under Purchase Order Defaults, enter the default selections for Ship Via, FOB (Freight On Board) Point and Payment Method. Default selections are simply those used most frequently. If necessary, authorized users may easily override default selections later.
2.From the Detail Inventory Lookup drop-down list, choose the inventory look-up that will appear by default when adding items to a purchase order: Inventory, Supplier, or None. To see where this setting would take effect, see Chapter 8: Purchase Orders, Add Items to Purchase Order.
Click to expand/collapse textAlternative Ship to Address

When you print Purchase Orders, the Ship To address will be the address in your company's PMXpert license.  See Chapter 12: Reports, Company Address on Reports.

If you want to have a different Ship To address printed on Purchase Orders, enter an Alternative Ship To Address here.