OTHER DEFAULTS

Use this tab to enter shipping information, delivery info and other default information pertaining to the purchase order.

Shipping Information

Use the fields in this group box to enter default shipping information for the purchase order.

Ship ID

Enter, or click select, a Ship ID that shows where the item ordered is to be delivered. The Ship ID from the Purchasing Settings screen loads here and can be modified. Ship IDs are assigned to vendors on the Vendor User Flow screen in Accounts Payable, and can be viewed on the Display Ship IDs screen. You can only enter a Ship ID in this field if it exists on the Display Ship IDs screen.

Ship Via

Enter the vendor's means of shipping the material ordered, containing up to 15 alphanumeric characters. This information defaults from the Vendor User Flow screen provided one exists and can be modified.

Drop Shipment

Select this check box if this purchase order is for drop shipment. If you clear this check box, this order is not considered a drop shipment.

Delivery Info

Use the fields in this group box to enter default delivery information regarding the purchase order.

Deliver To

Enter the department or individual's name who will receive the shipment of the material ordered, containing up to 25 alphanumeric characters.

Desired Date

Enter, or click to select, the desired delivery date for the items ordered. The desired date defaults to the purchase order line level which you can modify. The current system date is the default for this field when you enter a new PO record. You can change all Desired Date values for existing PO lines to this new value.

Due Date

Enter, or click to select, the date by which the vendor is committed to supply the items ordered. The due date defaults to the purchase order line level which you can modify. The due date is used to calculate the number of days late for this vendor. The current system date is the default in this field when you enter a new PO record. You can change all Due Date values for existing PO lines to this new value.

Volume Discount

Enter the volume discount percentage to be applied to the gross unit cost of the item being ordered. Enter a 5.25% discount as 5.25. The discount percentage is intended as a volume discount, not as a purchase or cash discount.

Requisition

Enter, or click to select, the requisition number containing up to 10 alphanumeric characters, from which the items being ordered originated. The requisition number defaults to the purchase order line level which you can modify.

Order Reference

Enter, or click to select, the order reference number containing up to 10 alphanumeric characters. The order reference number is a manufacturing order or internal sales order number. The order reference number defaults to the purchase order line level which you can modify.

Taxable Status

Select a taxable status from the drop-down list. The values are:

Auto Voucher

Select a value from the drop-down list. The values are:

Auto-Default Header Text

Select this check box to automatically default any associated default text codes into the Header Text subtask.

Period of Performance

Use the fields in this group box to set the starting and ending dates of the period the purchase order is active.

Starting

Enter, or click to select, the starting period of performance that this purchase order is in effect. If this PO is a blanket order, and there are releases created before this date, Costpoint displays a warning message. If you enter a subcontract ID on the Subcontract Information tab, the date linked to the subcontract record is loaded by default, but you can change the date as needed. If you change the subcontract ID linked to the record, Costpoint refreshes the POP information to reflect the update.

Ending

Enter, or click to select, the ending period of performance that this purchase order is in effect. If this PO is a blanket order, and there are releases created after this date, Costpoint displays a warning message. If you enter a subcontract ID on the Subcontract Information tab, the date linked to the subcontract record is loaded by default, but you can change the date as needed. If you change the subcontract ID linked to the record, Costpoint refreshes the POP information to reflect the update.