Purchase Order: General Area

Use this area to enter general information relevant to all items in the document.

To access this area, choose Purchasing – A/P Purchase Order .

Note Note

This topic documents fields and other elements in this window that either are not self-explanatory or require additional information.

End of the note.

Contact Person
Name of the default contact person as defined in the business partner master data.

Vendor Ref. No.
Vendor reference number, if available.

No.
Field on the left: name of the numbering series. Specify a series. Next field: purchase order number. Field on the right: the additional purchase order number, if defined. If you choose the manual series, enter the document number.

Status
Status of the purchase order: Open You can draw the document completely or partially to a higher level document. Open – Printed You printed the document and left it open. Cancelled You cancelled the document manually. Closed You closed the document manually, or SAP Business One closed it automatically when you drew it to another document. Draft The document is still a draft.

Posting Date
Specify the posting date. The default value for this field is the current date on which the purchase order is created. If required, change the date. Caution If you change this date, the continuity of the numbers and dates on a document will be interrupted. End of the caution.

Delivery Date
Specify the date on which you want to receive the items.

Document Date
Document date of the purchase order, used for tax purposes. The default value is the current date.

Currency
Specify the display currency for the amounts in the document. For business partners with multi-currency, you are able to change the currency as long as the purchase order is open and no rows are drawn.

Buyer
Specify the buyer who initiated the purchase order.

Owner
Specify the employee who owns the purchase order.

Total Before Discount
Total amount of the purchase order before the discount for the document is calculated. Note If the discount has been defined in the item or service row, the amount displayed in this field takes that discount into account. End of the note.

Discount %
In the field on the left, specify the percentage of the discount for the whole purchase order. The field on the right displays the amount of the discount.

Freight
This field appears only if Manage Freight in Documents is selected in Administration System Initialization Document Settings General . You can define freight for the purchase order. To open the Freight Charges window and to view the corresponding freight, click (Link Arrow).

Rounding
This field appears if the rounding method is defined as By Currency in Administration System Initialization Document Settings General . When the total amount of the document is rounded according to the rounding method determined by the currency, the difference between the original amount and the rounded amount appears in this field.

Tax
Tax amount for the purchase order calculated according to the tax definitions.

Total Payment Due
Total amount of the purchase order including tax, freight, and discounts.

Payment Order Run
If the checkbox is selected, it indicates that this document, or at least one of its installments, is included in a payment order run. The checkbox is deselected in the following situations: The payment order row that includes this document or its installment(s) is removed from the payment order run. To remove a payment order row, in Payment Wizard: Step 6 - Recommendation Report, right-click the payment order row and choose Remove. The checkbox for this payment order row is deselected in the selection column. The payment order row that includes this document or its installment(s) is closed in the payment order run. To close payment order rows in which all the documents are fully paid, in Payment Wizard: Step 6 - Recommendation Report, choose the Close Payment Order Rows button. The Payment Order Status column displays `C` for the closed payment order rows. The payment order run that includes this document or its installment(s) is executed into a payment run. To execute a payment run, in Payment Wizard: Step 6 - Recommendation Report, choose the Next button. In Payment Wizard: Step 7 - Save Options, choose the Next button and choose Yes in the system message. Note When this checkbox is selected, the Copy From and the Copy To functions are disabled. End of the note. Note When this checkbox is selected, you cannot change values in the Due Date field in the general area and in the Payment Block field on the Accounting tab. End of the note.

Sequence Name
Select a sequence from the dropdown list. The system generates the sequence automatically. Note This field appears only for documents that are assigned a sequence. End of the note.