This option allows you to set up the default entries or template (sometimes referred to as the initial record) for every new Purchase Control order header. These defaults extend to two tabs Purchase Header Page 1 and Purchase Header Page 2. In this way, for example, if a single supplier is being used , the Supplier code on the Details-Page 1 can be defaulted to the one and only option, avoiding you having to enter it on every purchase order created. If more than one account is used for purchasing then the default should represent the prime supplier for your purchasing requirements.
To access the Default Order Header form:
The PURCHASE CONTROL Menu is displayed.
The PC SYSTEM MAINTENANCE Menu is displayed.
The Purchase headers initial record form is displayed.
The Purchase headers initial record form is displayed when you select the Default order header option from the PC SYSTEM MAINTENANCE MENU.
The default record will normally have been set up by a consultant.
Warning: Caution should be exercised when allocating these defaults, to avoid the situation where an operator creating a new account might accept a default entry, rather than determining the correct one from the choice available.
Order Number: This field is display only, ignore here as it is not required.
Supplier account: The default supplier to use for Purchase orders. This should be set to your prime supplier.
Tip: Click the Ellipsis button ![[...]](Ellipsis.gif){kind=small}
button to search a list of available supplier accounts.
Discount transaction type: Enter a letter from A -Z this should be set in accordance with WIP header discount types set in SO System Parameters.
Top up to maximum or wait: Enter T to top up to maximum stock level, or W to wait until minimum stock level is achieved. The effect of this setting is that if set to T then generated stock orders will always suggest reordering stock as soon as the stock level falls below the maximum, whereas setting to W will ensure that stock has to fall to it's pre determined minimum level before reordering is suggested. This is used in conjunction with the Min/Max level fields on the Demand tab in the stock file.
Order date: Default order date to use. This would normally be left unset.
Current status: Click the drop down edit box to select the default purchase order status upon creation. New, Printed, Recieved,.or Invoiced.
Submission data: This is a system generated field and should be left blank on the default header record.
Dealer references: This is a system generated field and should be left blank on the default header record.
Franchise codes: This is a system generated field and should be left blank on the default header record.
Reorder category: This is a system generated field and should be left blank on the default header record.
Order type: Enter the default order type on creation of purchase orders, for example Stock.
Recalculate on receipt: Click the drop down edit box to select which type of price/cost recalculation is performed when receipting purchase orders. Cost prices Retail prices Both cost and retail or None.
Name: Your company name for delivery purposes.
Address: Your company address for delivery purposes.
Post code: Your company postcode.
Free text: Free text may be entered here for internal viewing it will not be printed on any paperwork.
Internal memo: Text entered here will only appear on internal paperwork.
External memo: Text entered here will only appear on the printed Purchase order.
PUSH BUTTONS:
Save: Saves any changes made.
Cancel: Returns you to the PC SYSTEMS MAINTENANCE Menu.
Help: Displays help on the current application in your default company browser.
