The order tracking method is specified in purchase order slips, and the orders are linked to the receipts or invoices according to the selection made. The Approval Info option of the order slips also allows the pre-order information to be entered as in the proforma invoices. The order quantities cannot be reflected on the record totals without the approval.
The order approval default is specified using the Order Approval Info parameter located in the Purchasing Parameters of the Definitions menu of the Administration section, and transferred into the slips. However, the default information can be changed both during slip entry and order information modifications. The Approval Info window contains the following options:
- Proposal
- Undeliverable
- Deliverable
When Proposal option is checked, the quantity information in the slip line does not affect the record totals. The orders in Proposal status are not transferred into dispatches or invoices. The order slips in proposal status are displayed with a "P" letter in the purchase orders list, indicating that the order is a proposal. Such slips are not processed in Order Delivery Analysis, Material Surplus and Detailed Order Delivery reports.
When Deliverable option is checked, the orders in the order slips can be transferred into the dispatches and invoices. The orders specified as Deliverable cannot be changed to Proposal after being transferred into dispatches or invoices. However, in cases that the whole order can not be delivered, the Approval Info can be changed as Undeliverable to control the delivery.
In the LOGO application, the Approval Info option is also displayed in the Purchase Order Slips list. Once the record for which the Approval Info will be changed is specified, the Approval Info option is selected from the right mouse button menu. The options are listed and a selection is made.
Dimension Totals: The option used to track the dimension information of the materials using the unit processed in the line. The Width, Length, Height, Area, Volume and Weight information specified in the unit definitions of the material processed in the line is displayed in the dimension totals window.
G/L Codes: The menu option used to specify and apply the G/L Codes to be used to track the information after being posted to G/L.
Unit Price Adjustment: Used to transfer the purchase prices defined by processing conditions such as Quantity and Amount into the Unit Price field.
Apply Purchase Conditions: Used to apply the purchase conditions to the slip bottom or a line transaction.
Apply Campaign: Used to apply the Discount, Surcharge, Promotion or Point campaign to the line transaction or slip bottom if the Campaign feature is used.
Applied Campaigns: The option used to track the campaigns applied to the slip line or transaction bottom. Lists the Code and Name of the applied campaigns. The Applied Campaigns window also displays the information of Point Campaigns in the Code, Name and Point fields.
Delete Campaign: Used to delete campaigns applied to lines.
Apply Discount: Used to apply the discounts defined for the slip bottom or the line transaction.
Additional Discounts: Used to apply more then one discount to the transaction in the line. There are 5 additional discount lines. If "Apply to all lines" option is selected, the additional discounts are applied to all lines in order slip. It is possible to close the additional discount lines for a material / service line in a slip by using Alt – F7 keys. When you click Alt – F7 keys on a material line in slip, all the additional lines are closed and the material / service line is seem as if any discount not applied to that line. There will be no discount info on the line that is displayed as bold. The applied discounts total is displayed in a hint when you position the arrow on the amount field of a material or service.
When Alt – F7 keys are used again on a line, all the additional discount lines will be opened again.
Apply Promotion Rules: If a Promotion is specified to be applied for the transaction in the line, the definition is automatically applied using "Apply Promotion Rules" option located in the right mouse button menu.
Apply Line Payment Plan: Used to change the payment plans of the transactions in the Purchase Dispatches lines in batch.
Detailed Info: Used to record the detailed description and other information for the transaction.
Transfer Demand Slip: Used to link the purchase order to the Demand Slip.
Transfer Demand Transaction: Used to link the purchase order to the Demand Transaction.
Change Procurement Dates: Used to change the Procurement Dates of the purchase orders in order slips. This operation is performed using "Change Procurement Dates" option located in the right mouse button menu. The new procurement date is selected on the calendar. Once the prompt indicating that the procurement date will be changed, the procurement date is changed.
Transfer Agreement: Used to connect the recorded agreement with the order.
Barcode Entry: The application supports the use of barcodes in material input and output transactions. If barcode is used, the manual input of the material code is not necessary. The Material selection can be made using a barcode reader.
Batch Selection of Variants: In slips and invoices, in case processed material is a configurable item, it is used to transfer material variants to slip lines in batch after selecting them according to their characteristics and after determining their quantity and unit prices.
Vendor Code Entry: The Purchase orders can be recorded with a Vendor Code. In this way, the company's material definition can be easily reached using the vendor's material code in the Order Slip lines.
Customer/Supplier Code Entry: The purchase orders can also be recorded using the Customer/Supplier Code. The company's material definition can be easily reached using the customer/supplier code of the material from the right mouse button menu of the Purchase Order Slip.
Fast Access Window: Used to select the required records according to material characteristics, and to transfer them to the slip.
Unit Conversion: The Unit Conversion allows the materials for which the units do not have fixed connections to be accurately converted. By doing so, the purchases and inventory reports are generated using the requested unit and with accurate numbers. The Unit Conversion Rate specified in the material may not be applied to certain material lines. In this case, after specifying the unit in the material line of the slips and invoices, the conversion factor to be applied only to that transaction is entered using the Unit Conversion option. If more than one unit is defined for the material, and if the line transaction is performed with units other than the main unit, the conversion factor is specified in the Conversion Factors section of the Unit Conversion window. The Unit Conversion window also displays the dimension information applied to the material.
F. Currency Entry: The Pricing Currency information used to track the material or service transactions with a specific currency type is recorded using the F. Currency Entry option. The F. Currency Entry option is located in the right mouse button menu after the unit price of the material or the service is entered.
Order Status: Used to track the order status information, Physical Inventory, Purchase Order Quantity and Purchase Order Quantity of the material in the line along with the Quantity Entered information in the order slip.
Material Status: Indicates the status of the line material or service in all warehouses. The Material Status window displays the Quantity and Amount totals of the transactions entered from the Material Management, Sales and Distribution and Purchase sections.
Warehouse Totals: Indicates the status of the material or service in all Warehouses where it is processed. The transactions of the materials in the warehouses can be displayed separately. The Warehouse Totals list displays the last status, purchase and sales totals of the selected warehouse. The transactions of the material within the warehouse are listed, and the slip of the requested transaction can be accessed, viewed and updated.
Line Analysis: Displays the window listing the Quantity and Unit Price information of the material or service in the line, and the totals of the surcharges and discounts applied to the line and/or slip bottom that is reflected to the material line.
Apply Distribution Template: In case the material in slip line is a configurable material, it is used for quantity entry for defined material variants.