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The "New" option located in the Purchase Proposals browser is used to record purchase proposal information. The following information is entered in the definition window:
Slip No | The record and tracking number of the proposal. Slips are in order by their numbers. Slip No is a mandatory field. Slips cannot be saved without entering the slip number. |
Slip Date | The record date of the proposal. The system date appears by default. It can be changed when required. Slips are in order by date. Slip date is mandatory. |
Time | The record time of the proposal. The system time appears by default. It can be changed when required. |
Auxiliary Code | A secondary code field of 10-character length used to group slips. The auxiliary code is used to classify proposals by company-specific criteria. This field can also be used to enter additional information for the proposal if the required field does not exist on the slip. |
Authorization Code | Used to define authorizations in detail. It is a 10-character length field. Users can access or process the records only if they are authorized by work definition. Detailed authorization definition required planning. First, the relevant slips which can be processed and accessed by the users or user groups are specified. Then each slip group must be assigned a different authorization code. Slips are encrypted on authorization code basis. It is ensured that users can perform transactions on the slips only if they logged in with the relevant authorization code. |
Phase
| This field indicates the phase of the proposal. All defined proposal phases are listed and the relevant phase is selected. See. System Settings and Proposal Phases |
AR/AP Info | The relevant AR/AP that made the proposal is entered under this heading. |
Type | Refers to the AR/AP record type. This field lists the Customer (AR/AP) and Association options. |
AR/AP Code | The code of the AR/AP that made the proposal. The relevant AR/AP records of the selected type are listed by clicking the browse button, and the required record is selected. |
AR/AP Description | The description of the AR/AP that made the proposal. The description of the AR/AP record selected in the Code field is transferred into this field. AR/AP records can also be selected in this field as in the AR/AP code field. |
Purchase Employee Code | The purchase employee who prepared the proposal is entered in this field. |
Organizational Unit | This is the field that specifies for which organizational unit the proposal is received. |
Start Date | The validity start date of the purchase proposal. |
End Date | The validity end date of the purchase proposal. |
Description | A general description for the proposal. |