Purchase Order

 

  1. Document
    1. Head
      1. Title
      2. Supplier
      3. Order By Date
      4. Date Ordered
    2. Billing / Fulfillment
      1. Billing Information
        1. Bill To
        2. Payment Terms
      2. Fulfillment Information
        1. Ship To
        2. Shipping Account
        3. Fulfill All Concurrently
    3. Line Items
      1. Part
      2. Description
      3. Unit Price
      4. Quantity
      5. Subtotal
      6. Discount
      7. Tax
      8. Total
    4. Foot
      1. Financial Bottom Line
        1. Discount
        2. Total
      2. Notes
  2. Sidebar
    1. Head
      1. Identifier
      2. Owner
    2. Internal Information
    3. Status
    4. Foot
      1. Creation Information
      2. Last Modification Information
  3. Referrers

 

Document

The Document area contains the content of a Purchase Order. In this area, intended to resemble what a distributable copy of a Purchase Order might look like, you can find information detailing what the Purchase Order itself is.

 

The Document is made up of a Head area, blocks of related information, and a Foot area.

Head

The head of a Document offers high level information that is useful for identification and orientation.

 

Title

A Title is a label, short note or description that may be useful in identifying or searching for the Purchase Order.

 

Supplier

This is the main external party acting as a vendor.

 

Order By Date

This is the latest date that this Purchase Order should be issued to the Supplier. This date reflects the purchasing strategy. 

 

Date Ordered

This is the date that the Purchase Order was issued to the Supplier with some sort of confirmation. A Purchase Order cannot be issued to a Supplier prior to the initial save, and as such this field is not available until after the initial save.

Billing / Fulfillment

The Billing and Fulfillment region contains administration level information. 

 

Billing Information

The Billing Information block contains information that will be useful to accounting. Information found here informs the form and content of the Supplier Invoice(s) associated with the Purchase Order.

 

Bill To

The Bill To region specifies where the Supplier Invoices should be sent to. The Bill To Address options are the addresses associated with the Bill To Account that are marked as “Bill To”. The Bill To Contact options are the agents associated with the Bill To Account that are marked as “Bill To”.

 

By default, the Bill To Account will be the Organization.

 

Payment Terms

This specifies how many distinct billing events there will be, what the trigger(s) for the billing event(s) are and the how long from the triggering of the billing event(s) until payment(s) are due.

 

By default, the Payment Terms will be the Default Payment Terms listed on the selected Suppler. 

 

Fulfillment Information

The Fulfillment Information block contains information that will be useful to logistics. Information found here informs the form and content of the Receiving Records(s) associated with the Purchase Order.

 

Ship To

The Ship To region specifies where the material comprising the content of the order should be sent to. By default, the Ship To Account will be the Organization. The Ship To Address options are the addresses associated with the Ship To Account that are marked as “Ship To”. The Ship To Contact options are the agents associated with the Ship To Account that are marked as “Ship To”.

 

Shipping Account

 

Fulfill All Concurrently

Line Items

The Line Items section 

 

Part

 

Description

 

Unit Price

 

Quantity

 

Discount

 

Tax

 

Total

Foot

The foot of a Document offers high level information that is useful for identification and orientation.

 

Financial Bottom Line

 

Discount

 

Total

 

Notes

 

Sidebar

The Sidebar area contains information about a Purchase Order. In this area, you can find information characterizing what can be said about the Purchase Order as an element in the network of organizational knowledge.

 

The Sidebar is made up of a Head area, blocks of related information, and a Foot area.

Head

The head of a Sidebar offers high level information that is useful for identification and orientation.

 

Identifier

A unique number that is issued after the initial save.

 

Owner

This is the internal actor responsible for the Purchase Order as an element in the network. This may change over the life of the Purchase Order according to organizational policy.

 

Internal Information

 

Status

 

Foot

 

Created

This specifies when and by whom the initial save was performed.

 

Last Modified

This specifies when and by whom the most recent change was performed. The most recent change could be a direct edit by a user or it could be the result of a change made to another element which impacts the present element.