You must enter a vendor before you can save the purchase order. Type the vendor or use the Lookup to select it. You can change the vendor on the order until you select one of the Completed check boxes in the PO Receiving Items window.

If you select the Paid Out check box, this field is disabled and reads PAID OUT.

This label displays the vendor’s name after you choose the vendor in the Vendor field. This field auto-fills based on the information in Accounts Payable.

This field is for informational purposes only and shows the selected vendor’s telephone number as it is entered in the AP Vendors window.

This button is only available after you select a vendor for the purchase order. Click this button to open the PO Purchase History window and view past purchasing information for the vendor.

This button is only available after you choose a vendor for the purchase order. Click this button to view the financial history of the vendor. After you click this button, the information appears in the top portion of the window. The information is the same as shown on the Statistics tab of the AP Vendors window.

These fields populate with the address information entered in the AP Vendors window for the selected vendor. If you do not have Accounts Payable installed and integrated, you can manually type the address in these fields.

Leave this check box selected if you want to use this vendor’s address information from Accounts Payable.

Uncheck this check box if you want to enter a different vendor address for this purchase order.

If you open a previously saved purchase order and you want to update the address to match the current vendor address, you can uncheck and recheck this check box. A message will appear asking if you want to update the address on this purchase order.

This check box is unchecked and disabled until you select a vendor that you specified as a 1099 vendor in the AP Vendors window. When you select a 1099 vendor, this check box is automatically checked and enabled.

This check box is only available if Purchase Order is integrated to Accounts Payable. If the modules are integrated and you select this check box, an invoice for freight charges will post to Accounts Payable when you receive and post the purchase order. Select this check box to save the purchase order without selecting a vendor.

Keep in mind that when you save paid out transactions, any reference to the vendor name elsewhere in the software will appear blank. For example, if you use the Lookup to search for this transaction, it will reflect Paid Out and the vendor name will not appear. The same is true for report information.

This check box is only available if the Enable encumbering check box is selected in Module Preferences. Select this check box to place the purchase order on hold. An order on hold will not be deleted after you post. It will remain in the batch until you delete it or until you retrieve it, uncheck this check box, save, and post the batch.

This field autofills with your Customer # from the selected vendor; you can edit it. If you did not enter a customer number for this vendor in Accounts Payable, you can enter it here, but it will not update the Accounts Payable vendor information.

This button is only available after you select the Drop Ship check box and enter a valid drop ship customer in the Drop Ship Customer field. Click this button to open the PO Multiple Shipping Addresses window to search the existing shipping addresses for the selected customer. Once you find the address you want to use, click the Save/Select button.

If you don’t find the shipping address you need, you can enter the new address in this window and then click the Save/Select button to save it and use it for the current transaction. Any changes, additions, or deletions made in the PO Multiple Shipping Addresses window will be reflected in Accounts Payable.

Select this check box if you want to drop ship this order to your customer.

This field is only available if you select the Drop Ship check box and appears next to the Financial button. Type the customer number or use the Lookup (only available if Purchase Order is integrated with Accounts Receivable) to select the customer’s number for this purchase order.

If you are not drop shipping this order, the address information autofills with the information that was entered in the CMS Organization Information window. These fields are read-only unless you select the Drop Ship check box.

If you selected a customer in the Drop Ship Customer field, these address fields populate with the information from in the AR Customers window. If you do not have Accounts Receivable installed and integrated, you can type the customer’s address in these fields.

This field displays the credit limit that you entered in the AP Vendors window for the selected vendor.

This field displays the payment discount percentage for early payment that you entered in the AP Vendors window for the selected vendor.

This field displays the discount calculation method and days that you entered in the AP Vendors window for the selected vendor.

This field displays the due date calculation method and days that you entered in the AP Vendors window for the selected vendor.

This field displays the number of the last check you wrote to the selected vendor.

This row shows last purchases from, returns to, and payments to the selected vendor.

This row shows the year-to-date total of purchases from, returns to, and payments to the selected vendor.

This field shows the total amount of discounts allowed from the selected vendor.

This field shows the total discounts already taken from the selected vendor.

This field shows the total current amount you owe to the selected vendor.

Click this button to close the vendor’s financial information.