Type	The type of the purchase order: Regular, Blanket Order, Service, or Blanket Release.

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Number

The number of the purchase order. APM automatically enters the next consecutive number, but you can change this information if necessary. If this box is left blank or the number is not unique, an error message will appear.

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Release Number

The release number for the order. APM automatically enters the next number in the sequence, and you cannot change it.

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Supplier

The number and name of the supplier who will be filling this order. Enter the supplier’s number or name, or click Browse to search for the appropriate supplier.

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Name	The name of the supplier. You can enter up to 50 characters. If this box is left blank, an error message appears.

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Contract

If this purchase order is for resources included on a contract, select the appropriate contract from the list. Only contracts with the purchase order’s supplier are available for selection. When a purchase order is linked to a contract, only resources and prices from the contract can be included.

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Title

The name or short description of this item. You can enter up to 250 characters.

Total Remitted Cost

The total amount remitted for this order, including extra charges and taxes, in the supplier's currency.

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Requested By

The name of the employee who requires the material being purchased through this purchase order. Click the arrow to select the appropriate employee.

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Buyer

The name of the employee responsible for procuring the items on the purchase order.

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Priority

The priority level of this order. Click the arrow to select the appropriate priority.

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RFQ	The request for quotation (RFQ) document that is related to this purchase order.

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Blanket Order

The blanket order used to make a blanket order release. If your organization includes multiple sites, the blanket order and blanket order release must be owned by the same site.

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FOB Point

The free on board (FOB) point for the order. The FOB point indicates when the title to the shipment transfers to your company. You are responsible for the delivery and handling of the order from this point on.

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Freight Term

The freight term for this order. This setting typically identifies who is responsible for paying the freight charges.

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Payment Term

The supplier's payment terms for this order. You can enter the terms here if you wish, but the terms stated on the invoice are the ones used to determine when to pay the bill.

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Shipping Mode

This box shows how the order will be shipped to the warehouse. Click the arrow to select the appropriate mode. Common shipping modes include Rail, Supplier's truck, Customer's truck, and Air.

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Deliver-To Warehouse

The warehouse where the order should be delivered. Click the arrow to select the appropriate warehouse.

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Consignment order

This option is selected when the purchase order is for consignment items. If you created the purchase order from a consignment contract, or are replenishing for a consignment inventory group, the system checks this option automatically. When this option is selected only consignment items may be added to the purchase order.

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Used for on-site contractor time reporting

Select this option when the purchase order will contain lines for purchasing on-site contractors. When this option is selected, only supplier resources using the purchase type ‘on-site contractor’ can be added to the purchase order.

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Invoicing rule

The rule for reconciling contractor timecards to the supplier’s invoice: • Invoice lines are matched to individual timecards: select this option to reconcile invoice lines within APM. A purchase liability will be created for each of the on-site contractor timecards. • Invoice lines are not matched to individual timecards: select this option to reconcile the invoice lines manually. You might want to do this if matching invoice lines to individual timecards is too rigid of a process.

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Description

The description of the item. You can use this box to include any additional details.

Display Comment When Received

Select this option to have this comment shown on the purchase receipt for this purchase order line.

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Display Comment When Invoiced

Select this option to have this comment shown on the invoice line for this purchase order line.

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Internal Comments

Comments about this purchase order line. The comments are for internal use only and will not be printed on the purchase order.

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Distribution Type

The distribution type for this purchase order: Multiple Accounts, Single Account, or By Line. Costs are posted to the account stated on the purchase order when you mark it as received. Multiple Accounts: You can select fixed amounts or percentages of the total cost to be charged to various accounts. This feature is not available in APM version 2.0. Single Account: All charges for this purchase order will be charged to the account you select. By Line: You can select what to charge for the costs of each line of the purchase order. When you enter the purchase order lines, select the Distributed over multiple accounts option on the Charging Info tab of the New Purchase Order Line dialog.

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Charge Type

The charge type to use for this purchase order: Work Order, Asset, or Account. Work Order: All charges from this P.O. will be charged to the work order you specify. Asset: All charges from this P.O. will be charged to the asset you specify. Account: All charges from this P.O. will be charged to the account you specify.

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Work Order to Charge

The work order to charge for costs from this purchase order. A work order is necessary if you select Work Order as the charge type for this order.

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Work Order Task

The work order task that will be charged with the costs for this purchase order. Select the appropriate task from the list.

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Asset to Charge

The asset to charge for the cost of this purchase order. If you select the distribution type Single Account and the charge type Charge Asset for this purchase order, then the asset identified here will be charged with the cost of all of the P.O.'s lines.

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Component or Location

If you have selected a component location, you can switch to the component installed in the location by selecting the Component option. If you have selected a component, you can switch to the component’s location by selecting the Location option.

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GL Account to Charge

The GL account to charge for costs from this order. This option is only available when you select Single Account as the distribution type.

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Send to

The name of the supplier’s contact person to whom you are sending the purchase order. The system enters the name of the purchase order contact identified for the supplier. If no purchase order contact has been entered for the supplier: • the system enters the supplier’s primary contact. • if neither contact is set up on the supplier, you must select a contact from the list.

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Send by

Select how you will send the purchase order to the supplier: • Mail: A copy of the document is printed to your default printer. You can then send the printout to the supplier by mail. • Fax: A copy of the document is faxed to the supplier. If the selected contact already has a fax number, the system enters it here. Otherwise, you must enter the fax number for this contact. Note: Before you can send a document by fax, your APM administrator must have set up the Microsoft fax service. • Email: APM creates a report using the file format specified in Purchasing Management settings. The report is then attached to an email message and emailed to the supplier. If the selected contact already has an email address, the system enters it here. Otherwise, you must enter the email address for this contact. You can export an RFQ bid sheet in Microsoft Excel format to one or more suppliers. On the RFQ, the supplier must be set to have the RFQ sent to them by email, and on the Email Info tab, the Spreadsheet option must be selected as the attachment type. If you are sending an Excel spreadsheet to suppliers, they can enter their bid information in the document and email it back to you. You can then import the bid information into the RFQ. Note: To send a purchasing document by email you must be using a MAPI-compliant messaging application such as Microsoft Outlook or Outlook Express. Note: If you will be sending the document as an Excel spreadsheet, you must have MS Excel 2010 or later installed on your computer. • Phone: The document is communicated to the supplier in some other manner (for example, over the telephone). If the selected contact already has a telephone number, the system enters it here. Otherwise, you must enter the telephone number for this contact. • Courier: A copy of the document is printed to your default printer. You can then send the printout to the supplier using the selected courier.

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Total Remitted Cost - Base

The total amount remitted for this order, including extra charges and taxes, in your site's currency.

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Total Cost

The total cost of the order in the supplier's currency. This total includes the price of all units ordered, but not any extra charges or taxes.

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Total Cost - Base

The total cost of the order in your site's currency. This total includes the price of all units ordered, but not any extra charges or taxes.

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Total Extra Charges Remitted

The total amount of extra charges that need to be remitted for this purchase order. Enter the amount in the supplier's currency.

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Total Extra Charges Remitted - Base

The total amount of extra charges that need to be remitted for this purchase order. Enter the amount in your site's currency.

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Total Taxes Remitted

The total amount of taxes to be paid for this order. Enter the amount in the supplier's currency.

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Total Taxes Remitted - Base

The total amount of taxes to be paid for this order. Enter the amount in your site's currency.

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Minimum Order Value

The minimum value of orders that can be sent to this supplier. The system displays a warning message if a purchase order is sent to the supplier and the ordered value is less than the supplier’s minimum order value.

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Currency

The preferred currency of the supplier. Click the arrow to select the appropriate currency.

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Currency

The currency used at this site. By default this is the enterprise currency. If appropriate, you can change the site currency by clicking Change. Usually you will select the currency of the country where the site is located.

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