Purchase Types

This screen allows you to maintain a file of Purchase Types, which are used when creating Purchase Orders to segregate the Type of order being created.  These can be, for example:

Entry and Display fields

Purchase Type: Enter the Name of the Purchase Type.  Duplicates not allowed.

Description: Enter a short description of the Purchase Type.  No checks are made on this entry

Creation Status: From the drop-down list select the status of the Purchase when it is created using this Purchase Type.  The options are:

Numbering: From the drop-down list select the way in which Purchase Orders are numbered.  The options are:

Prefix: You have the option to provide a prefix to the Automatically generated Order Number.   For example: if the Prefix was ‘PO-‘ then the generated Order could be ‘PO-12345’

Type used for Site Name : Select the site name from the drop-down list.

Use Type for Site linked to Source or Demand Order : Tick this box if the Site is taken from the Order

Data Display Options

Field Position - On this screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

Buttons

Close: This will close the Purchase Types screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

Add: This will send the cursor to a new line for entry of a new Purchase Type.

Save: This will save the current data without exiting the screen

Cancel: Any changes made since the line was actioned or the last time the ‘Save’ Button was pressed will be lost.

Delete: This removes the current highlighted Purchase Type.