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Customer PO Header
Critical Fields
1. PO Date: Date of Customer po (It can be PO received date)
2. Customer PO number: Document Number of Customer Po Received
3. Business Partner: We can select existing/new customers here and this field is used to maintain customer
4. Partner location: This field is updated automatically, based on the business partner
5. Currency: A medium of exchange for goods and services.
6. Company agent: This field is used for sales rep updating purposes, It will display from the employee master when the sales rep field is checked
7. Payment Rule: This field used to select the payment type
7.1 Cash: After receiving the invoice, the customer pays the invoice amount through cash only
7.2 Check: After receiving the invoice, the customer pays the invoice amount through a check
7.3 Credit Card: Payment amount paid to the vendor to use a Credit Car
7.4 Direct Debit: Payment amount paid to direct vendor account number
7.5 Mixed POS Payment
7.6 NEFT
7.7 On Credit
7.8 RTGS: Payment amount paid to RTGS
Critical & onetime setup fields
1. Organization: This Field is used to select the organization
2. Target Document Type- This Field is used to select the type of document that you are going to process
Non-Critical Fields
1. Description: Use to note specifics about document or any other information.
2. User/Contact: This field updates automatically when Business partner selected or you need to create new user in master for particular business partner.
3. Payment term: The terms of payment(immediate ,30 days,etc)
4. Price list: The price list will be selected in the product master once we select the product price list will display automatically and the user can also select manually
5. Warehouse: This field is for Product storage purposes, Select a warehouse where the final product is stored.
6. Delivery Rule: This field helps to select the timing of the delivery
7. Delivery Via: Indicates how the products should be delivered
7.1.Pickup: After the Product is ready to ship, customers will take the product in their own vehicle.
7.2.Delivery: Delivery done by the vendor itself to the customer.
7.3.Shipper: The Shipper indicates the method of delivering products via ship, airplane..etc.
8.Freight Cost Rule: Method for charging flight
8.1 Calculated: We can calculate the freight cost
8.2 Fix price: Fixed the freight cost
8.3 Included in Price: Already included in the product price list
9.Insurance Cost Rule: Method for charging insurance
9.1 Calculated: We can calculate the insurance cost
9.2 Fix price: Fixed the insurance cost
9.3 Included in Price: Already included in the product price list
10.Packing and Forwarding Cost Rule: Method for charging Packing and Forwarding
10.1 Calculated: We can calculate the Packing and Forwarding cost
10.2 Fix price: Fixed the Packing and Forwarding Cost
10.3 included in the price: Already included in the product price list
11.Project: Project- If this order is processed against a project user can tag the project for tracking.
12.Quotation: Using Quotation field we can generate Customer PO with reference of Quotation.
Zoom condition’s
1. Sales order
Customer PO Line
Criticle
1. Product: To select the product type is item, you can select the multiple product in this line item
2. Quantity: Quantity of Product
3. UOM: The record will populate from product and we can change the UOM manually, if uom conversion for the product.
4. Unit price: The Actual or Unit Price indicates the price for a product in the source currency.
5. Revision No: Revision no
6. Tax:This field is used to select tax either Interstate or intrastate and we can also change the tax.
7. IGST: For IGST deatils
Non-Critical
1. Attribute Set Instance: This field is for Attributes of product (Example:- Brand,Colour,Specifications)
2. Description: To note specifics about Customer PO line document or any other information.
3. Discount: If any discount for the product to the specif customer to be used
4. Shipper: The Shipper indicates the method of delivering products via ship, airplane..etc.
5. Project: If this order line Product is processed against a project user can tag the project for tracking.
PO Line>Custom Fields
Critical Fields
1. Customer PO: It will automatically fetch Customer PO Document Number
2. Custom Column: This is master data. According to user need Custom column masters can be designed.
3. Value Column:- This field is for any Custom Value related to Customer PO Line Document or any other description and specifics.
4. CustomerPoLine: It will automatically fetch Customer PO Line Number
Payment Schedule
Critical Fields
1. Payment Schedule: To update the schedule details for the payment.
2. Due Date: The date when the payment is due
3. Discount Date: Once a discount date is exceeded system does not consider the discount amount.
4. Amount due: Amount of the payment due.
5. Discount Amount: To update the discount amount details.