Purchase Order Layouts

Multiple P.O. layouts can be setup containing information such as delivery or terms instructions which can vary according to the vendor or the products being purchased.
The layouts can be maintained in the Purchase Order Layouts window in the "General Settings" on the Operations tab of the Configure System Settings.
An operator must be assigned a Security Role that allows permission to the Account Management - Purchase Order Layouts in order to access this table.

The appropriate layout is then assigned to each supplier in the "Additional Information" window of Vendor Information, and defaults to the Purchases Orders for that supplier.
This layout information is printed following the inventory items on the P.O.

The Purchase Order can be printed on your Company's letterhead or it can be printed on the same form as is used by the Contracts and Invoices.
It should have your Company Name, Address, Telephone and Fax numbers pre-printed on it.

Examples of different layouts include:

Layout #1 could print your Sales Tax Exempt #
Layout #2 could state "Sales tax must be charged"
Layout #3 could state specific delivery instructions, such as "Delivery to Gate 2 Only".

The prompts to setup a layout are:

LAYOUT NUMBER

Use up to two letters or numbers for the layout code, i.e. 1 - Sales Tax Exempt

DESCRIPTION

Type in the description of the layout, i.e. SALES TAX EXEMPT

LAYOUT DETAILS

Click the DETAILS button to access the layout for this code, as follows:

SEQ#

The sequence number tracks the detail lines entered.
The order that the details are displayed on the screen is exactly how they will print.

DETAILS

Type in the Purchase Order instructions as they should be printed on the Purchase Order.

P.O. Layout Examples:

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Layout Number     :  1
Layout Description:  SALES TAX EXEMPT

SEQ# DETAILS
---- -------
001  TERMS & CONDITIONS:               SALES TAX EXEMPT # 4555-4552
002  1. Longview Rentals reserves the right to return all goods
003     purchased if they do not meet the standards implied,
004     or if the list price has changed.
005  2. All goods must be delivered to the South Service entrance.
006  3. P.O. #'s must be printed on the packing slip and invoice.
007
008  Per _____________________________________  Purchase Officer

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~


~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Layout Number     :  2
Layout Description:  WEST GATE DELIVERIES

SEQ# DETAILS
---- -------
001  TERMS & CONDITIONS:
002  1. Longview Rentals reserves the right to return all goods
003     purchased if they do not meet the standards implied,
004     or if the list price has changed.
005  2. All goods must be delivered to the West Gate.
006  3. P.O. #'s must be printed on the packing slip and invoice.
007     4. No deliveries between 12:30 and 1:30 PM.
008
009
010  Per ____________________________________  Purchase Officer

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