1. About
Description
This Interface provides the Purchase Manager to release a Purchase Order adhoc or based on a Purchase Request. Once Released the Purchase Order, the Requested purchase will be send to Purchase Receive. We can save the Purchased items, whatever the items we purchased should be present in the Purchase Order list with its status and its details. We can Reset the items in the Purchase Order. Purchase Order Work In Progress List is also available. Here, While doing the purchase in the Purchase Order item, if any problem occurs it will be saved automatically in PO WIP List.
Gallery
Contents
  1. About
  2. Data
  3. Actions
  4. HowTo Videos
How to open this Interface


# How to navigate to "Purchase Order" web page
Steps Instructions Visuals
1 Login Login using your user id and password. (If you do not know your user id / password please contact your Coordinator)
2 Click this Button Open the menu by clicking the “Green button” on the bottom-right corner
3 Open this APP Open this app by clicking the “Purchase Order” icon from Menu
2. Data (Related to this Interface)
#
Name
Description
Type
Field Type
Criteria
Source
1
Product
The Name of the Product
Text
Instant search
Only the available products will be selected
Setup Product
2
Quantity
Number of items required
Decimal
Text Box
Quantity can be entered manually
3
Rate
The price of the Product
  1. Number
  2. Decimal
Text Box
Rate applicable for the product will be displayed
Setup Product
4
Unit
The Product's Units
Dropdown
Auto Display
Units applicable for the product will be displayed
Setup Product
5
Tax
The Product's Tax
Number
Text Box
Tax applicable for the product will be displayed
Setup Product
6
Discount
The Discount Offered
  1. Number
  2. Percentage
Text Box
Amount Total will be changed based on discount
7
Remarks
Remarks about the required Product
Text
Text Box
Remarks is optional
8
PO For Type
Purchase Order Type
Text
Auto Display
PO For Type will be automatically selected
9
Supplier
The Name of the Supplier
Text
instant Search
Only the available Supplier name will be selected
Setup Supplier
10
Department
To which Department the product is required
Text
instant Search
Only the available department will be selected
User Control Panel - User
11
Organization
Name of the Organization
Text
instant Search
The Name of the Organization will be automatically displayed
12
PO Type
For Which purpose PO is raised
Text
Drop down
The available PO type will be selected
13
Authorized By
Who authorized the purchased order
Text
Drop down
The available authorized user will be selected
14
Discount Name
The Discount's name
Text
Text Box
The discount,s name will be entered manually
15
Amount
The discount will be applied in amount or percentage
  1. Number
  2. Decimal
Text Box
The amount will be entered manually
16
Amount (Percentage/Currency)
The discount will be applied in currency or percentage
Text
Drop down
The given discount is amount or percentage will be selected
17
Remarks
Remarks about the entire Purchase
Text
Text Box
Remarks is optional
18
Expected Date
The Expected Date for the product
Date
  1. Text Box
  2. Date Picker
Future date or current date can be selected
19
Additional Info
20
Terms and Conditions
The Terms and Conditions applied for the supplier
Text
Text Box
The terms and condition of the purchase will be updated
21
PO No
The Purchase Order Number
Text
Auto Display
The Purchase Order Number will get auto displayed
22
PO Date
The Purchase Order Date
Date
Auto Display
The Purchase Order Date will get auto displayed
23
Supplier Name
The Supplier Name
Text
Auto Display
The Supplier Name will get auto displayed
24
PO Type in (PO List)
For Which purpose PO is raised
Text
Auto Display
The available PO type will get auto displayed
25
No Of Products
The Number Of Products
Number
Auto Display
The number Of Products will get auto displayed
26
Status
The Status
Text
Auto Display
The Status will get auto displayed
27
Total Amount
The Total Amount
Number
Auto Display
The Total Amount will get Display auto displayed
28
Expected Date in ( PO List )
The Expected Date for the product
Date
Auto Display
The Expected Date will get Display auto displayed
29
PO List Expected Date
The Purchase Order List Expected Date
Date
Auto Display
The Purchase Order List Expected Date will get auto displayed
30
PO List Organization
The Purchase Order List Organization
Text
Auto Display
The Purchase Order List Organization will get auto displayed
31
PO For Dept
The Purchase Order For Department
Text
Auto Display
The Purchase Order For Department will get auto displayed
32
RO Number
The Request Order Number
33
Criteria
Search Criteria get Filtered Based On "Criteria"
Text
Text Box
The details can be entered manually
34
Value
The Filter Criteria Value
  1. Number
  2. Text
Text Box
The Value can be entered manually and the Value field type will be changed based on the Criteria selected
35
Handle Name
The Filter Handle Name
Text
Text Box
The Handle Name can be entered manually
User Control Panel - Role - Filter criteria
3. Actions (Related to this Interface)
# Name IN OUT
Input Trigger Criteria Output Direct Indirect
1 Add items
  1. Product
  2. Quantity
  3. Rate
  4. Tax
  5. Discount
  6. Total
  7. Remarks
Add button Product and Quantity are mandatory fields . The rate, tax and total will be displayed automatically The selected product and their details will be added into list
2 Edit items
  1. Product
  2. Quantity
  3. Rate
  4. Tax
  5. Discount
  6. Total
  7. Remarks
Edit Button At least One Purchase Order To be added The particular Purchase Order details will be populate in their field for editing
3 Delete items
  1. Product
  2. Quantity
  3. Rate
  4. Tax
  5. Discount
  6. Total
  7. Remarks
Delete Button At least One Purchase Order To be added while Click On Delete Button Particular Row Get Deleted
4 Save items
  1. Product
  2. Quantity
  3. Rate
  4. Tax
  5. Discount
  6. Total
  7. Remarks
Save Button At least One Purchase Order To be added The particular Purchase Order details will get Saved
5 Add Discount
  1. Discount Name
  2. Amount
Add button Discount Name and Amount are mandatory fields for adding discount The discount details will be added into list
6 Add Terms and Conditions
  1. Type
  2. Details
Add to List button Type and Details are mandatory fields for adding Terms and Conditions The Terms and Conditions details will be added into the list
7 Submit Terms and Conditions
  1. Type
  2. Details
Submit Atleast one Terms and Conditions must be added The Terms and Conditions details will be submitted
8 Release PO
  1. Product
  2. Quantity
  3. Rate
  4. Tax
  5. Discount
  6. Total
  7. Remarks
  8. PO For Type
  9. Supplier
  10. Department
  11. Organization
  12. PO Type
  13. Authorized By
  14. Discount
  15. Remarks
  16. Expected Date
  17. Additional Info
  18. Terms & Conditions
Release PO Product, Quantity, Supplier, Authorized By and Expected Date are mandatory fields and alteast one product must be added in list PO Number The PO number will be generated for the given details
9 Navigate to PO List
  1. Purchase Order List Link should
  2. Available
Purchase Order List button All the available released POs will be displayed All the available released POs will be displayed PO List page
10 Save Handle
  1. Handle Name
  2. Value
Save Button Their must be atleast one Filter Criteria Value must be added in "Criteria List" "Handle Name" Get Display Below "Handle List"
11 Delete Handle Value Delete Button Their must be atleast one Filter Criteria Value must be added in "Criteria List" Particular Row Get Deleted From "Criteria List"
12 Download Arrow Value Download Arrow Button A PO must be raised already and At a Time You Have To Choose Only One Row from "PO List" Excel
13 Add Criteria Value Add To List button The Value field is a mandatory field and the value of "Value" field will be changed based on the Criteria The given Value will be added into the Criteria List
14 Edit Criteria List Value Edit button Their must be atleast one Filter Criteria Value must be added in "Criteria List" to Edit The particular Filter Value will be populate in "Value" field for editing
15 Delete Criteria List Value Delete button Their must be atleast one Filter Criteria Value must be added in "Criteria List" The particular "Value" will be removed from the Criteria List
16 "Search" "Value" Search Button Atleast one "Value" Choosen From "Value"
  1. Result value Get Display
  2. Below "Criterias List"
17 PO View N/A View button A PO must be raised already and At a Time You Have To Choose Only One Row from "PO List" Result Data will Be Displayed in Corresponding "Purchase Order" Page Below Related Columns
18 Pagination Role List details
  1. Next button
  2. Previous button
Their must be sufficient Role details must be added in list The user will be viewed all the Role details using next and previous button
19 Show Per Pages The number of Product displayed in per page Number Drop Down The user can change the display count of the Product by selecting the values in "Show Per Pages"
4. How To Videos