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Jim2® Business Engine Help File

Navigation: Jim2 Functions > Purchases and Expenses

Purchase Order Stock Grid

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This section of the Purchase Order form contains a grid used to record any stock that will be purchased from the vendor. The stock grid contains a number of different fields, which can vary slightly depending on the type of stock being purchased.

 

Within this grid is displayed information about the cost of the goods, the tax free and tax paid price of the goods, the tax code and total of the stock.

 

po stock grid1

 

The column showing Job# has two meanings:

1.This is automatically populated by a job when it creates a back order.

2.Entering a current job number into the stock grid will automatically add a stock line within the job for that particular stock.

 

Info

Some fields are only active in Edit mode.

 

If stock is entered which has serial numbers on purchase in that stock record, these need to be entered before finishing the purchase order. The serial numbers entered here will be recorded within the stock record in Jim2 for use when selling that stock in a job. Once the stock is received, the serial number details must be entered before finishing the purchase order.

 

To enter serial numbers, select the ellipsis [...] within the Description field.

 

Serial no

 

This will open the Serial# entry form where record the serial numbers of the received stock, or create other numbers.

 

Serial No plate

 

The stock lines can be rearranged within the grid:

 

move-stock-lines

 

Info

If the job is finished with missing serial numbers, a prompt will appear asking to back order those without serial numbers. For example, order 5 but only 3 serial numbers are entered. Jim2 will offer to back order the rest.

Click No and finish the job and Jim2 will only supply and invoice 3.

Click Yes and Jim2 will offer to create a new job for the two on back order and will only supply and invoice 3.

 

Either way, Jim will only dispatch/invoice the stock that has a serial number selected.

 

The fields within the stock grid are described below:

 

Field

Explanation

Date

The date that the stock line was added to the purchase order.

Initials

The initials of the user who added the stock.

Date Due

By default, this value will be empty, in which case the purchase order due date is as per the due date on the Purchase Order header. To set the due date for a specific line of stock, edit the purchase order and set the expected delivery date in the Due Date column.

 

edit due date

 

PO due dates can be updated automatically via custom scripts, in the case where the vendor provides this information on a regular basis. Please contact support@happen.biz for more information on custom scripting to provide this automation.

Location

The location of the stock when purchased.

Job#

When entering a job number in this field, the background of the stock line within the purchase order will show in a pale blue colour and the stock line will be automatically added to the job upon saving. This number will autopopulate when a back order PO is auto created from a job.

 

warning1

Once a Job stock line is linked to a PO, the unit measure cannot be changed as the entire line of stock is tied to that job. To change the unit measure on the job, unallocate the stock first.

Stock code

The stock code will identify the product or service being ordered. Choices can be made from the Stock Select form via the dropdown list beside this field.

Description

The description of the stock from the stock record is automatically placed in this field. If there are multiple measures for this stock, it will use the description appropriate for that measure.

 

unit description

Vendor Stock Code

This field will be populated from the Vendors tab of the stock code, if entered.

Unit

Use the dropdown list to choose the unit measure required to purchase that stock in, eg. Unit, Pack, Box, etc.

Ordered

The quantity ordered.

Received

The quantity received from the vendor.

 

Info

Note: The total amount in the Price columns is dependant on the PO status. Once the Status is set to Received or FINISH, the total will be calculated based on the received quantity. Until that time the total is calculated on the ordered quantity.

Weight

The weight of each unit, if entered on the stock code.

Cost (COG)

This is the cost of the goods and will include any freight and/or expenses added.

List Price Ex

This is the list price of the goods excluding tax.

Price Ex

This is the price of the goods excluding tax.

Price Inc

This is the price of the goods including tax (the tax code as set up within the stock record).

Tax

The tax code to be used for this purchase.

Total

The total amount of that stock line (Qty Ordered X Price Inc).

 

Within the stock grid, search all columns and rows by selecting Ctrl+S. This will bring up the Locate value screen, where select which field to search and enter text to search for in the Value field

 

locate value job

 

Purchase stock grid price background colours

 

Purchase order stock grid colours are the same as job stock grid colours.

 

Info

Note: The yellow background in Status indicates there are choices to be made there.

 

Tip

Hover over the coloured fields and Jim2 will pop up an explanation of the colour meaning.

 

Price columns

Colour

Explanation

White

Price level is being used (ie. Price Level 1).

Lilac

Contract price level.

Green

Customer-specific price level.

Yellow

Manual/overridden price level.

Mustard

Promotional pricing level.

Orange

Minimum sale price level.

Blue

This is a kit.

Pale Blue

Linked to a purchase order. See Stock Code below – can also be background for special stock.

Red

Stock is back ordered.

Pink

Different price level to that selected in the header.

Dark Pink

Sell price is based on the Contract (Project) Price Level.

Light Grey

If stock is reserved at a line level, the line will turn light grey. If the whole job is reserved, the entire stock grid will turn light grey.

 

Total $ Amount in Footer of Purchase

The total in the footer will show the actual total based on quantity supplied. Click Total and it will change to green, which will change the total amount to match the quantity ordered.

 

The following features appear if when right clicking on any row of the stock grid.

 

po stock grid popup
 

Dropdown Option

Explanation

Add new

Adds a new row to the stock grid.

Delete

Deletes the current line, including any stock that has been added to the purchase.

View Job#

Opens the job for which this particular stock was ordered (if applicable).

View Stock

Will open to that particular stock form.

Add new Stock

Opens a new Adding Stock form for adding new stock on the fly.

Auto Update Qty Received

Updates the quantity received to match the quantity ordered.

Show Serial#

Displays or hides the serial numbers for that stock line (if applicable).

Show Attributes

Displays or hides the attributes for that stock line (if applicable).

Add Stock sold off Consign In

All stock sold on Consign. In for that vendor will automatically add to the purchase order.

Round to Unit Qty for Selected

Round up units on the selected line.

Round to Unit Qty for All

Round up units on all lines.

Recalculate Stock Prices

Restores any manually overridden stock prices to default values.

Grid Columns...

 

po grid columns

This sets up the grid columns that will be displayed for this user or for all users. In expanded view, all grid columns are displayed by default.

 

In collapsed view, the following columns are not shown:

Date

Initials

Location

Job#

Vendor Stock Code

Weight.

 

Add or remove grid columns by ticking the box, then selecting Apply. Once OK is selected, a confirm message will appear asking if all users should be updated to the new layout as well.

 

update layout

 

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