Purchasing
Forms
My Purchasing
My Ordered Products
Description
Product Status Filters
My Undelivered Products: Items will only appear in the My Undelivered Products tab if the order is not completely delivered.
My Unsent Products: The My Unordered Products tab lists products that have been requested but have not yet actually been ordered by the purchasing department.
All My Ordered Products: The All My Ordered Products will show all orders.
Double-clicking on a record within any of these tabs will open the View Invoice Details form.
Thumbnail
Displays a thumbnail image of the Product.
Manufacturer, Model, Description
Displays the Product Manufacturer, its Model Number, and a description of its main features
Part #
Displays the specific part number of the Product.
Cost Price
Displays the unit price of the Product.
Ordered
Displays the number of items ordered.
Received
Displays the number of items received.
Status
Displays the Status of the order.
An order's status is Unauthorized if the cost of an order exceeds the User's or the Responsibility Center's limit.
The Purchasing Department reviews Unauthorized orders and changes the status to Authorized when the purchase order gets created.
When products are Received, the status is updated.
PO Num
Displays the Purchase Order number for each order.
My Received Products
OVERVIEW: This form is used to set the received items back in stock.
Description
My Undelivered Products and All My Received Products Tabs
- Thumbnail: The User can drag and drop image files of the Product in this box.
- Type: Displays the type or category of Product.
- Description: Describes the Product's main features.
- Manufacturer: Displays the Product Manufacturer.
- Received: Displays the amount of items received.
- Delivered: Displays the amount of items actually received. This field is editable by simply clicking it and entering the new value.
NOTE: Items will only appear in the My Undelivered Products tab if the order is not completely delivered. The All My Received Products will show all orders.
My Purchase Orders
OVERVIEW: Similar in layout and functionality with the Purchase Orders form, users are able to view only their personal orders in this view.
Authorizer Types - Administer
Authorizer Types
ADD: Click on the New Authorizer Type button, or right-click and select New Authorizer Type from the context menu.
EDIT: Double-click on the entry.
DELETE: Right-click and select Delete from the context menu.
Description
Name
Name of the Authorizer Type.
New Authorizer Type
Click on this button to create an Authorizer Type.
Details
Name: Type a name for the new Authorizer Type.
Shipping Transporters - Administer
Shipping Transporters
ADD: Right-click and select New Shipping Transporter from the context menu.
EDIT: Double-click on the entry.
DELETE: Right-click and select Delete from the context menu.
Description
Image
Icon that visually defines the Shipping Transporter, most often their company logo
Courier
Name of the Shipping Transporter
Address ID
Address where the Shipping Transporter can be contacted
Contact Name
Person to contact at the Shipping Transporter company
Phone
Telephone number where the Shipping Transporter can be contacted
Cell
Telephone number where the Shipping Transporter can be contacted
Fax
Fax number where the Shipping Transporter can be contacted
New Shipping Transporter
Right-click to create a Shipping Transporter
Add New Shipping Transporter
Image: Double-click in the grey area to add an image.
Courier: Type the name of the Courier company or person.
Address: Assign an address to the Courier company.
Addresses are administered in the Manage Addresses form.
Click on the 
button to find an address.
Click on the 
button to view the details of the selected address.
Contact: Type the name of the contact person.
Phone: Enter a telephone number for the shipping transporter.
Cell: Enter a cellular telephone number for the shipping transporter.
Fax: Enter a fax number for the shipping transporter.
Recurring Types - Administer
Recurring Types
ADD: Right-click and select New Recurring Type from the context menu.
EDIT: Double-click on a Recurring Type to modify its name.
DELETE: Right-click on an entry and select Delete from the context menu.
Description
Name
Description of the Recurring Type.
RMAs - Administer
OVERVIEW: Administer Return Merchandise Authorizations (RMAs) in this form.
RMAs
EDIT: Double-click on a RMA to open the RMA Details form.
DELETE: Right-click on an entry and select Delete from the context menu.
Description
RMA Number
Return Merchandise Authorization (RMA) reference number.
Return Date
Date and time when the merchandise was returned to the Supplier.
Amount Returned
Number of items that were returned.
Returned Value
Value of all returned items.
External Reference Number
Secondary reference number, if required.
Account Number
Account to be refunded once the return is finalized.
Notes
Additional notes on the returned merchandise.
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