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Jim2® Business Engine Help File

Navigation: Jim2 Functions > Purchases and Expenses

Purchase/Expense Order Header

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The Purchase/Expense Order header records information relating to the purchase order number, vendor information, status, dates and notes, and branches( if branches are enabled).



Purchase Order Header



Expense Order Header



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.

The following information fields appear in the header. When adding a purchase order, Jim2 is designed to automatically prompt user input by placing the text cursor at the first field the user should be using, following a typical job entry pattern. These user input fields are explained below.


The fields with * in front are only available on purchase orders, not expense orders.





This is a unique purchase order number and is generated by Jim2 (and cannot be changed). The PO# field will be coloured yellow if this is a back order.


Enter the vendor card code within Jim2.


The status of this purchase order.


Choose a user from the dropdown list (it will default to the current user). If a user doesn't appear, they can be added via the Item#.

Our Ref#

The company reference number for this purchase order.


The name of the supplier of the goods (not necessarily the same as the Vend#, ie. in the case of drop shipping).


The Type field relates to either a purchase, opening balance, expense order, debtors purchase order, consign in/buy or inter-company transfer (only applicable if licensed to use Multi-Company).


Shows as Active by default, and will change based on where the purchase is at in the workflow, ie. Finish, etc.


The card code of the customer the goods are to be delivered to.


Choose priority for the purchase/expense order from the dropdown list.

Vend Inv#

The invoice number from the vendor.

*Freight to Cost By

Used only for purchase orders. This is the method used to split freight over the stock on the purchase order – by value, weight or quantity. This will default to the option selected in Purchase Options. See here for more information on how the freight is split.

Date In

Purchase order date – this will default to today's date, but can be changed.

Date Due

Used only for purchase orders. Select a date that the vendor has promised the goods are to be delivered on, or use the required days information entered in the vendor's cardfile.


Note: The due date for a supplier invoice is calculated based on the Vendor Terms selected on the Vendor cardfile. It is not related to this due date.

Vend Inv Date

Enter the date when the status is Received or Finish. On Received, only the date is required. On Finish, the vendor invoice must be entered to allow finishing.

Cost Method

Used only for expense orders. This is the method used to distribute the expense over the goods – by value, weight or quantity. This will default to the option selected in Purchase Options.


Used only for purchase orders. Back order number. When placing a purchase order with a vendor, if all of the goods are not received within that order, create a new (back order) purchase order and this field will show the original purchase order number. From this field it is possible to view the original purchase order.

*Orig PO#

Used only for purchase orders. Original purchase order number. This field is for tracking original purchase orders allowing for a purchase order to continue for a number of orders before completion.

Allow Part Ship

Allow partial shipment. If this box is ticked, stock will be shipped immediately. Anything out of stock will be shipped as they become available.

Tax Paid

Determines whether this purchase order is tax paid or tax free – this will default to the option set in the vendor's cardfile.

Tax Total

The method used to calculate prices: Tax Free Up or Tax Paid Down.


Note: If the method of calculation on a purchase order is changed, this will change which field can be edited.


edit price fields


edit price fields1

Withhold GST

It is advisable not to tick this box. If there is a withholding tax query, please contact the company's accountant for the best way to manage this.

Bid Ref#

Bid Ref# is entered here when special pricing is provided by a vendor for special circumstances. This can be when special pricing is negotiated to win a deal/contract, or the vendor advises you can have special pricing for a certain customer (eg. government pricing). The Bid Ref# is basically a reference number included on the PO to the vendor as a way to obtain this special pricing.

Est. Departure

If ticked in Tools > Options > Purchase, this field will appear, where a date can be entered for estimated departure. This column can also be added to a purchase order list if desired.


Record any special delivery or payment details in this field.

Branch, GL Dept

Choose from these dropdown lists, if applicable.


Hyperlinked fields

The following Items fields provide hyperlink access to view associated information. Hovering the cursor over the wording to the left of the field will display the label name in blue if it is hyperlinked. Click on the label and choose the option to view:

Vend# – opens the vendor cardfile or creditor record

From# – opens the actual supplier record, if different to the vendor

Ship# – opens the cardfile of the customer/ship address for this purchase.


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