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Jim2® Business Engine Help File

From the Purchase Order form, and the interaction of other default information, accurate and relevant reports (ie. purchase orders or purchase reports) can be defined for transmission to the vendor.

 

The Purchase Order form is divided into the following specific information areas that will provide a complete detailed record of:

The vendor and purchase order information via the Purchase Order header.

Chronological records of status changes and customer contact notes, via the Comment grid.

The stock information via the stock grid.

The totals of the purchase order via the Purchase Order footer.

The expense information via the Expenses tab.

add PO1

 

Tip

Some letters in the field names within the header are underlined, eg. Vend#. Using Alt+ the underlined letter will jump to the field beside that heading.

 

Jim2 includes provision for users to add specific text messages to a purchase order via the Notes field in the Purchase Order header. In conjunction with the Purchase Order form, these form a consistent and complete record of the company workflow. From this information, relevant reports can be defined for transmission to the vendor.

 

Purchase orders add vital statistical data to the Jim2 database to help manage productivity, stock and vendor contact more effectively.

 

Tip

Expand or reduce the number of fields viewed in the stock grid by selecting the solid grey arrow arrow symbol on the top left-hand corner of the grid.

 

Info

The vendor nominated on any purchase order will ultimately become the creditor in a purchase. However, the stock may be supplied from another company altogether (From#). This feature is included to help sites that use vendor central billing, or drop shipping.

 

Another great use for this feature is when staff purchase stock (or expenses) on behalf of the company using their own money. Raise a purchase order to them – Vend# – and nominate the place of purchase – From#. For example, JC buys goods for the business using their own money. Raise an expense order to JC (they become the creditor) where From# = the supplier, and Ship# = the company. Reimburse JC using the normal creditor payment method.

 

Add Staff PO

 

By recording purchases this way, then search and create purchase order lists using the From# field (rather than Vend#). As such, the purchase order list search focus has moved from Vend# to From#.

 

In the above scenario, the user would be ticked as both a User and a Vendor in their cardfile for this to occur.

 

user and vendor

 

If using Electronic Purchase Orders, within the purchase order screen there will be a button called eSend at the bottom of the form which allows for sending the order directly to the vendor.

 

Within an object is open from a purchase/expense list, these two arrows become active, to allow scrolling through to the next/previous purchase order within the list.

 

downarrowexpl

 

Shortcut Keys:

Ctrl+. moves to the next object in the list

Ctrl+, Moves to the previous object in the list

 

Info

For central billing creditor payments, use the From# column to quickly identify which From# supplier invoices are being paid for any period.

 

Quality

When a linked purchase order is cancelled, the link to jobs will also be cancelled.

 

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