PO Header

Some header elements, such as Site, Due Date, and Sales/Job, become default values for the lines and can be changed during line item entry. Others, such as Supplier, apply to the entire purchase order and cannot be changed on the line level.

This site entered on the header may or may not be the site where items are received. This site code displays as the default for each line item, but you can change it manually. If you leave the site code blank on the header, you must enter a site manually for each line item.

When you enter the supplier invoice for this order, the system posts accounts payable amounts to the entity associated with the site entered on the header, regardless of the site receiving the shipments. All inventory transactions use the site entered on the line item receipt.

Specify the daybook set that will be used to number supplier invoices that originate from this purchase order. The default daybook set is copied from the supplier record in Supplier Data Maintenance (2.3.1), but you can overwrite it with a new value.

See QAD Financials User Guide for further information on daybook sets.

Specify the domain base currency or an alternate currency. An order entered in an alternate currency can be paid in the alternate or the base currency.

When a non-base currency is entered, the system displays the effective exchange rate relationship and lets you override it.

Enter a price list defined in the PO/Sched/RMA Rcpt Price Menu (1.10.2). These lists differ from those used for sales orders. Default price lists for purchase orders can be specified in Supplier Data Maintenance (2.3.1). When a price list is referenced on an order, the system uses it to calculate the item’s unit cost. See QAD Master Data User Guide for more information on pricing.

Enter the discount table for this order. Validation of this field depends on the setting of Discrete Discount Table Req in Purchasing Control (5.24):

• If Yes, the system verifies that the discount table you enter is valid. If you do not specify a discount table on the header, you can continue, but an error displays during line-item entry.

• If No, you can leave the Discount Table field blank. If you enter a discount table that is not valid, you can continue, but the discount table has no effect on the unit cost.

Discount table defaults from Supplier Data Maintenance. Create supplier discount tables using the functions on the PO/Sched/RMA Rcpt Price Menu.

Discount tables identify pricing structures that define specific costs, discounts, and markups for different quantity levels of items purchased. Discount tables are used in conjunction with an item base cost, determined either from a price table or the general ledger (GL) material cost specified in Item-Site Cost Maintenance or Item Cost Maintenance.

The discount table you specify in this field must be one of the following types:

• Type P (price): The discount percentage is computed from the difference between the base unit cost and the fixed cost specified on the discount table.

• Type D (discount percent): Represents a percentage taken from the item base cost.

• Type M (markup percent): Represents a percentage added to the item base cost.

The system checks the following to determine if a discount table is valid for an order item.

• The line-item due date must be within the start and expiration dates. The due date used for pricing purposes is always the header due date unless Price by PO Line Due Date is Yes in Purchasing Accounting Control (36.9.5).

• The item unit of measure must match the discount table unit of measure. Blank is not considered a match unless both the discount table unit of measure and the item unit of measure are blank.

Specify the credit terms that apply to this requisition.

If this order was created by releasing a blanket order, the ID of the user who performed the release displays; otherwise, the ID of the person creating the order displays.