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Jim2® Business Engine Help File

Navigation: Jim2 Functions > Purchases and Expenses

Purchase/Expense Order Footer Tabs

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This section of the Purchase/Expense Order form contains buttons, tabs and information relating to the dollar totals of the purchase/expense order.

 

Expense order footer

Jim2 Expense Order Footer

 

Purchase order footer

Jim2 Purchase Order Footer

 

Info

The fields are different between expense orders and purchase orders. Purchase orders has an extra Freight field.

 

If licensed for eBusiness vendor stock feeds, the eSend button will be visible in the footer to allow sending the order electronically to the vendor.

 

esend

 

The fields on the right-hand side of the purchase order footer are described below. There are two columns within this area: the left column displays the tax component of the related field on the right:

 

Column

Field

Explanation

Tax $

Sub Total $

Tax component of the stock in the left column.

Freight $

Tax component of the freight (purchase order only). The dollar value of the tax component of the freight can be adjusted by right clicking and choosing to either increase or decrease by one cent at a time.

Acc Fee $

Tax component of the account fee value.

Total $

Total tax component of the purchase order.

Amount

Sub Total $

Shows the stock total minus the tax component.

Freight $

This field is editable to allow entry of a figure for freight on the purchase order. If an amount is entered here, upon finishing the order the COGS of each stock line will increase based on what has been selected in the Freight to Cost By field in the Purchase Order header – value, weight or quantity.

 

disburse freight

Acc Fee $

This field is intended to be used when a vendor offers a discount if the account is paid on time, or early. If terms are met, this amount will show in the Account Fee Discount column in the creditors form and will be posted to the correct general ledger expense account – Purchase (Account Fee). If terms are not met, this amount will form part of the overall total and will not appear in the Account Fee Discount column.

 

If the vendor always charges a standard account fee, this is better handled by creating a stock code and pointing it to where to expense it in the general ledger.

Total $

Total of the purchase order.

         

Info

As freight and account fees are subject to GST, the field next to Freight $ and Account Fee $ is the tax type defaulted from the Tax on Freight and Account Fee fields in the Purchase Options tab, accessed via Tools > Options > Purchase. There are additional tabs and buttons in the purchase order footer that are explained in detail in the Purchase/Expense tabs and buttons section.

 

The tabs that are common to many objects are explained below.

 

Tab

Explanation

Documents Button

This tab displays any documents attached to this purchase/expense, eg. a signed delivery note.

Watchouts Button

This tab will display all watchouts related to this purchase/expense, and allows addition of new watchouts.

Notes Button

This tab will display all notes related to the purchase/expense, including the contact that the note is related to. New notes can be added here.

Tasks Button

This tab will display all tasks (appointments, phone calls, to do's, etc.), related to this purchase/expense, as well as allowing adding new tasks.

 

Tasks can only be utilised if Scheduling is licensed. If not, the following warning will appear:

 

schedule licence error
promo icon

If this purchase/expense is part of promotional pricing, this tab will show which promotions are related. Unticking Active Only, will show all promotions, including those that are finished.

 

cardfile promo

 

Narrow the information down by choosing either to Display Promotion or Promotion with all Stock.

 

promo types

Not all fields are showing in these images

 

The number on the right side of the icon denotes the number of active promotions applicable to this purchase/expense.

 

promo number

 

Field

Explanation

Promotion#

The promotion code number.

Description

The description as it appears on the promotion.

Notes

Displays the notes entered on the promotion.

Type

The Jim2 object type, ie. specific pricing.

Recipient

Lists cardfiles, price levels, etc. that relate to the promotion. If there are many cardfiles, it will show (multiple).

 

multiple recipients

Our Ref

Our reference as appears on the promotion, if used.

Promo Break

Shows whether Promo Break is used or not.

Curr.

Shows the home currency.

Active

Ticked means that the promotion is currently active, unticked means the promotion has finished.

Date Start

Start date of the promotion.

Date End

End date of the promotion.

Vendor

Vendor supplying the stock.

The fields below show only when Display Promotion with all Stock is selected.

Branch

Branch (if branches are enabled).

Stock Code

Stock code related to the promotional pricing.

Qty +

The promotion quantity plus.

Price Ex.

Ex GST price for that stock code.

 

Further information

Purchases Security

Expenses at a Glance

Purchases at a Glance

Debtors Purchase Orders

Expenses Tab on PO's

Purchase/Expense Comment Grid

Purchase/Expense Order Footer

Purchase/Expense Order Header

Purchases/Expenses Status

Purchases/Expenses Tabs

Purchase Preview Pane        

 

How to

Add a Document to a Purchase/Expense Order

Add a Negative Expense Order

Add a Purchase Order

Add an Amount to a PO when Finished at $0

Add an Expense Order

Add Comments to a Purchase Order

Add Freight to a Purchase Order

Add Purchase Back order

Add Stock to a Purchase Order

Add Vendor Discount

Auto Create a Purchase Order

Create a PO from a Similar or Previous PO

Create a PO Template

Create a purchase order list

Employee Reimbursements

Enter Serial Numbers

Expense Order Stock Grid

Fix Incorrect Pricing after PO on Finished Status

How does Cost of Goods work

Link Expenses to a Purchase Order

Link a Job to a Purchase Order

 

 

Manufacturing Purchase Orders

Opening Balance Purchase Order

Print a Purchase/Expense Order

Progress Payments on Purchase Orders

Purchase an Asset Under Finance

Purchase Consignment Stock

Purchase List Header

Purchase Order list

Purchase Order Reports

Purchase Order Stock Grid

Receive Consignment Stock

Receive Stock

Record One Invoice number on Multiple Purchase Orders

Record Overseas Purchases, GST and Import Costs

Return to Vendor

Round up Supplier Invoices

Scan Stock into Purchase Orders

Staff Purchases

Unprint Purchase/Expense

View or Edit a Purchase/Expense