Enrich EMMS Online Help

Create a miscellaneous or non-stock PO  

1. At the EMMS main menu, click the Purchasing button.
   • The Work With Outstanding POs display screen appears.
2. Click Add .
   • The Enter the PO Header Type screen appears.
3. Make sure Purchase Order is selected.
4. Click the Create Purchase Order button or click Enter .
   • The Order Entry change screen appears.
5. Fill in the fieldsfields as required.

   Contact Name is the person at the vendor company who can be contacted about the order. If left blank, this will default to the contact person defined for the vendor on the vendor master.

   Contact Phone is the telephone number of the vendor contact person. If left blank, it will default to the telephone number defined for the vendor on the vendor master.

   Due Date is the date the goods being ordered are expected to be received. It defaults to the current date but can be changed, and should be if the items being purchased will be back-ordered.

   Exchange Rate is the exchange rate to be used if the vendor is located in another country ordeals in a different currency.

   Order Type identifies whether the order is for inventory or miscellaneous items. Choose Miscellaneous.

   Pay To Vendor is the company that should be paid for the order if different from the vendor. You can click on the Prompt button to select the pay-to vendor from a list.

   Province/State is the province or state in which the vendor is located. If left blank, it will default to the province or state defined for the vendor on the vendor master. You can click on the Prompt button to select the province or state from a list.

   Quote/Ref Date is the date of the vendor's quote or reference document, if any.

   Quote/Ref Number is the number of the vendor's quote or reference document, if any.

   Shipping Method identifies how the product will be shipped.

   Shipping Via identifies who is shipping the product.

   Vendor is the company the items will be purchased from. This is required. You can click on the Prompt  button to select the vendor from a list.

   • Note that regular and sublet purchase orders cannot be created for vendors whose held status has been set to Yes.

   Warehouse is the warehouse ordering the items. It defaults to the system-defined warehouse. You can click on the Prompt button to select the warehouse from a list.

6. Click Enter .
   • This will reserve the purchase order number.
   • The Miscellaneous Order Entry add screen appears.
7. Fill in the fieldsfields as required.

   Description is the name of the miscellaneous item being ordered.

   Due Date is the date the item is required.

   G/L Account is the general ledger account to which the item should be charged. Regular inventory accounts cannot be used here. A value is required. You can right-click in the field and select Prompt to select the account from a list.

   GST identifies whether the federal goods and services tax is included in the per unit price or is outside and to be added to the price.

   GST Category identifies the amount of federal tax charged on the item. You can right-click in the field and select Prompt to select the GST category from a list.

   GST Exempt identifies whether or not this item is exempt from federal goods and services tax.

   Order Qty is the number of units of the item to order.

   Per Unit is the price per unit of the item.

   PST Exempt identifies whether or not the item is exempt from provincial or state sales tax.

   UOM is the unit of measure used for ordering the item. You can right-click in the field and select Prompt to select the unit of measure from a list.

8. Click Enter to save the items.
9. Click Change .
   • The Miscellaneous Order Entry change screen appears.
10. Click Process .
    • The Process Order screen appears.
11. Click Process.
    • The PO Status changes to Processed. PO Status identifies the current condition of an order. Possible values are:
      • Accrued (A) - the purchase order is for sublet work that has not yet been received and posted.
      • Cancelled (X) - the order was processed, no goods were received, and the balance was cancelled.
      • Closed (C) - the order has been received in full, or received in part with balance cancelled.
      • Hold (H) - an open purchase order that exceeds the agent's dollar limit, or an open release authorization that exceeds the standing order's dollar limit.
      • Open (O) - the order is created and contains items; it is changeable.
      • Partial (P) - some goods have been received, but not all.
      • Processed (S) - the order is finalized and sent to the vendor; it is no longer changeable, but goods can be received for it.
      • Reserved (R) - the purchase order header has been created, but no items entered; it is changeable, but cannot be processed until items are entered.
12. You can now receive parts.

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