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

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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

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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.

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Zoom condition’s

1. Sales order