Terms - Taxable - Shipping Method - FOB
User Fields - Ordered By
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Parts of the Purchase Order Screen: Terms - Taxable - Shipping Method - FOB User Fields - Ordered By |
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Parts of the lower Purchase Order Screen include:
Terms Use this field to include the vendor's terms (Net 30, Net 60, Advanced Payment, etc) on the printed purchase order. If you don't need to include the vendor's terms, you can use this field for other purposes. In the Level II program, it can be used for categorizing PO's. In the Level III program, you can use it to attach documents, images, or spreadsheets to the PO. For more details about the field, see Terms or UDF. The label of the field can be changed in Basic Program Set-up (FILE >> BASIC PROGRAM SET-UP & PREFERENCES >> User Defined Fields). Tax Code and Taxable? Check the "Taxable" box if the vendor will be adding sales tax to your order. The program will automatically add tax to the vendor's total based on the tax rate shown in the small box beside "Tax." If you consistently deal with the same tax rate, you entered the rate in Basic Setup. Even if you have a rate that you use frequently, you can change it any time by adjusting number in the tax rate box. The tax code field is used when you have to deal with varying tax rates. You can code each of the tax rates, and then select the appropriate rate from a pop-up list. If you are Canadian or European user of AnyPO, you can also use tax codes when two or more taxes are involved. For more information, see Tax Codes. For Level II and III users, you can obtain information on how tax is calculated. To do so, double-click on the tax amount and the "Tax Calculation Information" box will appear. Let's say the tax is 27.01. Double-click on 27.01. AnyPO will display an informational box with details on how the tax is calculated. This is particularly useful if you must deal with two or more taxes on one PO. Here's what the "Tax Calculation Information" box looks like:
Note that if the taxable box is not checked, no tax will be added to the order. Even if you have code or a number is showing in the tax rate box, you must check the "taxable" box to calculate and add the tax. When the taxable box is checked, all products listed in the item area will be taxed. However, there may be situations where you may not want everything on the list taxed. To designate a product as non-taxable, type a "/NT" (for non taxable) after the product's name in the item column. If the product has a description of several lines, the /NT should appear in the first line. (If a product's name fills the entire column, you may need to slightly abbreviate the name.) You can also do this automatically by clicking on the item and selecting STOCK TOOLS and DESIGNATE AS NON TAXABLE ITEM. More information Preferred Shipping Method Type in your preferred shipping method. Use of this field is optional. If the vendor that you are ordering from is picking up the tab for shipping, then they will select the shipping method. If, however, you are picking up the tab and want the goods shipped in certain way, this is where you will indicate it. Possibilities include: UPS GROUND, UPS AIR, USPS AIR MAIL, USPS PRIORITY, USPS MEDIA RATE, etc. You can also click on the "L" button (for "List") or double click in the blank to bring up a list of shipping methods. For more information, see Shipping Method List. Shipping Enter any shipping charges in this blank. The use of this field is optional. In many cases, the vendor calculates the shipping charges. In some cases, however, shipping charges are known in advance and you may want to include them on the PO. Note that if you double click in this field, the total weight of an order can be calculated. For more information see: Calculating Shipping Weight. FOB FOB means "Freight on Board" (or sometimes "Free on Board"). This is the location at which you, the buyer assumes the transportation cost. For example "FOB Denver" means that you are responsible for the transportation cost starting at Denver. Whether you use the FOB field on the Purchase Order is up to you. The vendor might use other shipping methods and FOB terminology may not be applicable. If so, just leave the field empty. If a vendor has a consistent FOB arrangement with you, the information may be included in the Vendor Database. Each time you paste the vendor's address to a new purchase order, the FOB field will be automatically transferred to the PO. A number of terms are associated with FOB. In particular, various modifiers are used to indicate whether the shipment is pre-paid, or is whether it is sent collect, etc. For more information: see FOB Terminology. Ordered By This is another optional field. You may want to type-in your first name in this blank. That gives the vendor a contact name in the event they need to call you about the order. It's particularly helpful to use this field if more than one person places orders. If desired, you can indicate a default name (see: Basic Setup) which appears each time a new purchase order is created.
Other Parts of the Purchase Order Screen: Purchase Order # - Vendor # - Drop Shipment Item Area: Quan - Your & Cat # - Item Description - Price - Disc & Disc Total Item Area: Add, Place & Toggle Buttons Closed - Purchase Order Code- Overall Discount - Less Discount Terms - Taxable - Shipping Method - FOB - Shipping - Ordered By Purchase Order Screen Buttons: Navigation (VCR Buttons), Calculations, Help Other Buttons: VC Center, Revised?
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