Material Sales - Material Invoice

Purchase Agreement Entry

Pgm: APPURCHASEAGREEMENT – Purchase Agreement; standard Treeview path: Material Sales > Material Invoice > Enter Purchase Agreement

Once entered, the purchase agreement can be linked to a sales order. This can be for an external source or for an internal source from a company or an affiliate.

Purchase Agreement

Purchase Agreement

Enter a purchase agreement code.

Job

Enter a valid company code and job code.

Type

Select an internal or external purchase agreement type.

Purchase From

Enter a company code for an internal type or a vendor code for an external type.

Locked – Checkbox

If this is checked, the agreement cannot be modified.

Closed – Checkbox

If this is checked, the agreement cannot be used when entering a receipt. As well the agreement will not allow updates.

[Copy] – Button

This button opens a pop-up window to copy items from the current purchase agreement to another agreement.

Items

Class

Enter an inventory item class code.

Item

Enter inventory or non-stock items. 

Type

Only inventory items require a type.  An * will default for non-stock items.

Shipping Location

When the purchase agreement is internal a location must be entered. The location must be associated to the company where the item is bought.

Start Date, End Date

Start and end dates indicate the period the item price is valid.

WM

Enter the weight/measure code.

Estimated Total Quantity

Enter units expected to order.

Price

Enter a price greater than zero.

Estimated Delivery Charge

Enter the estimated delivery charge rate.

Discount Percentage, Discount per WM

These are optional fields and must be entered either discount percentage or discount per WM but not both.

Taxes 1, 2, 3

Enter taxes where they are to be charged or leave as null when no tax will be charged.

Job Cost Code

Enter the job cost code.

Default Job Category

Enter the job category that will default to the receipt.