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Object documentationPurchase Order: General Area Locate this document in the navigation structure

 

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.

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Purchase Order General Area Fields
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 Caution

If you change this date, the continuity of the numbers and dates on a document will be interrupted.

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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 All 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 Note

If the discount has been defined in the item or service row, the amount displayed in this field takes that discount into account.

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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 (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 Note

When this checkbox is selected, the Copy From and the Copy To functions are disabled.

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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.
Country-Specific Field: Brazil
Branch

Select a branch for which you want to create the document.

Note Note

This field is available only if you have enabled multiple branches.

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Country-Specific Field: India
Sequence Name

Select a sequence from the dropdown list. The system generates the sequence automatically.

Note Note

This field appears only for documents that are assigned a sequence.

End of the note.