You are required to enter information in this field before you can save the requisition. Type the vendor or use the Lookup to enter the vendor for which you are entering this requisition. You can also add a vendor on the fly when needed and change this vendor at any time prior to selecting 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 is a label that displays the vendor’s name once you make a selection in the Vendor field. This field auto-fills based on the information entered 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 this requisition. Select this button to open the PO Purchase History window and view past purchasing information for the selected vendor.

This button is only available after you choose a vendor for this requisition. Select this button to view the financial history of the chosen vendor. After you click this button, the information appears in the upper 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 information in these fields.

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

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

If you open a previously saved requisition 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 requisition.

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 with 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 order. Select this check box to save the requisition 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 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 that you entered in the AP Vendors window. You can edit this information. If you did not enter a customer number for the selected vendor in Accounts Payable, you can enter it manually in this field, 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. Select 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, select the Save/Select button to use it for the current transaction.

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 keep the new address and choose it for the current transaction. Any changes, additions, or deletions made in the PO Multiple Shipping Addresses window is 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 number for this requisition.

If you are not drop shipping this order to your customer, the address information autofills with your co/org information as it was entered in the CMS Organization Information window. These fields are read-only.

These fields are only available to edit if 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 entered in the AR Customers window. If you do not have Accounts Receivable installed and integrated, you can manually type the customer’s address information 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 of figures shows last purchases from, returns to, and payments to the selected vendor.

This row of figures 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 owed to the selected vendor.

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