Basic Info |
The Basic Info tab for external rebuilds enables you to define identifying data about vendor part-rebuild purchase orders.
Tip: You can use the filter to limit the display of information to specific values for many of the fields on the screen. This will also maximize performance.
The field in the top section of this tab defines the data that displays.
Purchase order ID
Identifier of the purchase order. This field has a list box. If the Automatic numbering of purchase orders field on the Purchase Orders tab of the Data -> Purchasing -> Setup -> Options screen specifies a value other than NONE, this field displays the next sequential ID available. The ID that displays is determined by the value in the Manage parts ordering and Economic Order Quantity (EOQ) values field on the General tab of the Data -> Parts Items -> Setup -> Options screen:
ENTERPRISE: The next sequential purchase order ID available at the parts inventory location that is to receive the part (or parts). The ID displays after you specify an ID in the Location ID field.
CENTRALLY: The next sequential purchase order ID available for the organization. The ID displays when you click Edit.
BY LOCATION: The next sequential purchase order ID available at the parts inventory location that is to receive the part (or parts). The ID displays after you specify an ID in the Location ID field.
Data in the bottom section of the tab define the identifying information about the vendor part-rebuild purchase order. Unless otherwise indicated, these fields are required.
Vendor ID
Identifier of the vendor for the part order. This field has a list box. It must be an active vendor (has a check in the Active field on the Basic Info tab of the Data -> Setup -> Organization Structure -> Vendors -> Primary Information screen) and one who repairs and rebuilds parts (go to the Functions tab on the Data -> Setup -> Organization Structure -> Vendors -> Primary Information screen). The vendor name displays to the right of the ID.
Currency ID
Identifier of the currency on which the vendor bases its parts prices. The currency description displays to the right of the ID. This field is display only.
Date ordered
Date the order was entered. The current system date displays, but you can change it.
Location ID
Identifier of the location which is to receive the part (or parts). This field has a list box limited to inventory locations.. The location name displays to the right of the ID.
Locations are associated with site types on the Functions tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen.
Tip: This field applies only if the Manage parts ordering and Economic Order Quantity (EOQ) values field on the General tab of the Data -> Parts Items -> Setup -> Options screen specifies BY LOCATION. In this case, all line items under an order must be for the same order location, and you cannot change the order location once you create the order. (To change the location, you must close all line items on the order, delete the order, and re-create it at the correct location.)
When you use the Data -> Parts Activity -> Receipts screen or the Data -> Enterprise Purchasing -> Receipts screen (use the latter if you manage by ENTERPRISE) to record the addition of parts to inventory as a result of the purchase order, the rebuilt part (or parts) is added to inventory at this location.
Address ID
Identifier of the location address to which the parts are to be delivered. This field has a list box. Required if the location ID has a check in the Parts inventory field on the Functions tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen. The address displays to the right of the ID.
Responsible employee
Identifier of the employee responsible for the order. This field has a list box. The employee's name displays to the right of the ID. Optional.
Order placed by
Identifier of the employee who placed the order. Defaults to the ID associated with the logged in user.This field has a list box. The employee's name displays to the right of the ID.
Order header type
Purchase order header type applicable to this order. This field has a list box. It must be a type that has a check in either the Use on warranty repair order field or the Use on non-warranty repair orders field on the Data -> Purchasing -> Setup -> Order Header Types screen. The order header's description displays to the right of the type. Optional.
Warranty work
Indication of whether the part is covered by a warranty. This field has a list box:
NO
YES
Order output type
Method by which the purchase order was last sent to the vendor. This field has a list box:
FAXED
PRINTED
NONE
Order status
Status of the purchase order. This field is display only.
OPEN: The purchase order for the external rebuild is open. When you perform end-of-period processing (from the System Mgmt -> End of Period screen) with a check in the Purge obsolete database entries field, all purchase orders that meet the following criteria are deleted:
Order status of OPEN
Every line item on the Line Items tab has a status of CLOSED
Date closed on the Basic Info tab is older than the specified retention period. (Retention information for functional areas is specified on the Retention Levels tab of the System Mgmt -> Setup -> Table Management screen.)
CLOSED: The purchase order for the external rebuild is closed. You cannot update information about closed external rebuilds. When you perform end-of-period processing (from the System Mgmt -> End of Period screen) with a check in the Purge obsolete database entries field, all purchase orders that meet the following criteria are deleted:
Order status of CLOSED
Date closed is older than the specified retention period, even if the order status is OPEN. Retention information for functional areas is specified on the Retention Levels tab of the System Mgmt -> Setup -> Table Management screen.