The Purchasing tab has four sub-level tabs: Order, Vendor, Adjustments, and Billing. All the information on these tabs relates to the Purchase Order associated with this Direct Ship order.

Order

 

The Order tab contains information related to the Purchase Order linked with the Direct Ship order including the Purchase Order's document number, vendor, terms code, and expected due (delivery) date.

 

Choosing "Mark as Ordered" only updates the Purchase Order's status as "ordered" for reference purposes, it will not update item's on-order quantities for Direct Ship orders. On-order quantities are not affected because your company is not ordering the goods for stocking purposes.

Direct Ship products are shipped directly from the supplier (vendor) to the customer, your company never handles the inventory. The "mark as ordered" option is only provided for tracking whether or not the Purchase Order has been submitted to the vendor. At this stage, this typically would not have occurred so the check box defaults to not being checked.

Vendor

 

The Vendor tab lists name and address information about the vendor the goods are to be ordered from. This information is maintained in the Vendor database but can be modified here as needed.

 

Adjustments

 

The Adjustments tab is where adjustments related to the Purchase Order can be specified. These only update the purchase order, not the direct ship order. A maximum of 3 adjustments can be specified.

 

Adjustment codes must be defined before use and may be applied based on a number of both methods and apply choices. Codes are defined by using the Adjustment Code Maintenance form. This form is accessed from the Database drop down menu and is available from the Point of Sale, Purchasing, and Inventory areas. For more information about adding, modifying, or deleting adjustment codes see the topic Adjustment Code.

Adjustment codes can be designated for use with Manufacturing, Point of Sale, Purchasing, or Receiving. Both "Point of Sale" and "Purchasing" types may be used with Direct Ship transactions; however, separate tabs are used for each type.

Billing

 

The Billing tab lists the Billing Address to be used on the Purchase Order. The billing address in this case would be your company's billing address. The vendor invoices you for the goods they ship directly, and you invoice the customer once the vendor bills your company. Branch settings determine the billing address for your location.