Purchase Orders

Overview

Purchase Orders (PO) let you set agreed upon pricing and track tons delivered or received and dollars spent.

You get to this form by selecting Maintain | Purchase Orders from the menu or by clicking a lookup icon on a form field associated with Purchase Orders or PO's.

The use of Purchase Orders is optional. The maximum number of Purchase Orders is unlimited.

Common Elements

The Toolbar, ID, Name and Inactive elements function the same for all forms under the Maintain menu. Default values for new records can be defined by editing the Default Record.

Issued By

Issued By points to one of your Customers or Vendors (CV's).

Item

Item points to an Inventory item. This version of EZScale only supports a single item per Purchase Order.

Date

Date is typically the date the Purchase Order was issued, but you may use the field any way that suits.

Inbound

Check the Inbound box if this Purchase Order is set up to receive material. When you select a Purchase Order during Ticketing with the Inbound box set, EZScale will automatically set the Inbound box for the ticket and adjustments to Inventory items will correct. The user can always override the Inbound setting during Ticketing if necessary, but this way they won't forget to turn it on.

If you use EZScale primarily to purchase and receive material, you may want to set the Inbound box as the default by editing the Default Record for Purchase Orders.

Override CV & Job Pricing / Override Price Per Ton

If you enter an "Override Price Per Ton" on a Purchase Order, it will override the Price Level lookup feature of during Ticketing. This is useful if you have agreed to a specific price for a purchase order that isn't the same as one of your standard price levels. To ensure that you don't unintentionally use this feature, you must check the "Override CV & Job Pricing" box before you can enter an "Override Price Per Ton". If you later uncheck the "Override CV & Job Pricing" box, the "Override Price Per Ton" will be reset to zero (0) and standard price level lookup will resume. Click here for more information on how EZScale calculated Net Price during ticketing.

Maximum Purchased

Maximum Purchase allows you to enter a maximum dollar value for the Purchase Order. EZScale will display this value and the Purchase Balance during the Ticketing process.

Charges Ticketed

Charges Ticketed displays the dollar total of all charges ticketed against this purchase order. This is a read-only field and can not be changed except by voiding, editing or posting additional tickets against the PO.

Ordered Wt.

Ordered weight lets you set a maximum weight in tons required to fulfill this purchase order. EZScale will display this value and the Wt. Balance during the Ticketing process.