all data is live and searchable
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Basic Assignments
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Options & Settings
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Main Time Information
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Notes:
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Sample #1: 1. Request a price quote for 4 items… Normal PO process. Not yet received and no order status. PO type needs to be a request. a. Get the quote… This has nothing to do with the system but does have an element of time to it. 2. Decide to order all four items… Still not yet received. Order status switches to “Ordered”. A flag gets set for what was ordered; need an actual order date, need a ship date, need to be able to print and save as pdf as if received even though not yet received. May need to record order #. 3. Track it while ordered… Search for what was ordered flag. Check for ordered status (still on order) or received status and an order date before the search date and the received date after the search date. 4. Get full ticket… change the order status to “Received”. Change PO received to PO #71, Sample XYZ Vendor, Richmond Location Format: # - Qty x Cost = Extended – Part 1. 2 x 30 = 60 – item 1 2. 4 x 10 = 40 – item 2 3. 2 x 75 = 150 – item 3 4. 1 x 50 = 50 – item 4 PO Payment Table: - Corp - PO Num - E/R # - Payment date - Payment amount - Status Store & Location Table: - Corp - Store id - Name - Initials - Status Vendor Table: - Payee id - Corp - Biz name - First name - Last name - Status PO Line Item Table: - Corp - Store - PO Num - Part id - Part # - Vendor - Description - Qty - Cost - Extended cost - Line status - Item date - Show/hide - Req qty - Rounding error PO Table: - Corp - Store - PO Num - Vendor - PO date - PO amount - PO received - Received date - Notes - External invoice # (was previously order) - Order Status - Order date - Verified - Verified date - Paid - Paid date - PO type id - Was request - Ship date - Due date Parts Table: - Part id - Corp - Part # - Vendor - Cost - Description - Price - Unit of measure - Reference - Category - Status - Use mark-up, mark-up value - Tax category - Web |