If the material delivery will be performed with a purchase order or with a purchase indent, Purchase is selected as Delivery Type.
The number and date of the purchase slip is recorded on the Slip Number and Slip Date fields.
The AR/AP Code and AR/AP Title indicate the code and title of the AR/AP from which the material or the service will be procured.
Existing AR/AP records are listed from the code and description fields by clicking on "…" icon, and the related definition is selected. If the AR/AP from which the requested material or service will be purchased is recorded on the Customers / Suppliers tab, these records are automatically transferred into the fields.
If demand slip is recorded without specifying an AR/AP, the application warns the user with a message indicating that there are lines without AR/AP info.
The Delivery Quantity indicates the quantity to be procured with the current purchase slip. The quantity specified on the demand slip line is transferred as default into the field. However, the quantity to be delivered is entered if the demand will not be fully delivered. The demand is regenerated later for the quantity that cannot be delivered.
The type of slip which will be generated after demand is fulfilled is specified in slip type field. Purchase indent or purchase order can be generated in order to fulfill the demand. Slip type default is specified in demand slip line. It is transferred to this field, and it can be changed when required.
Delivered and undelivered quantities of each demand and delivery line are tracked on the fields at the bottom of the Demand Delivery window.
When demand delivery info is saved, purchase order slips in "proposal" status will be generated automatically for demands of which delivery type is purchase while purchase indents in "Waiting for Approval" status will be generated for demands of which delivery type is purchase indent.
The Procurement Date specified on the demand slip is transferred as default into the Delivery Date fields of these slips. As many demands as required can be delivered through the same Purchase Slip by specifying the same slip number. The information regarding the demand slip resulting in the purchase slip and the delivery quantity of the slip is transferred into the Description field on the Details tab of the generated Order Slip.
Owing to Demand Delivery option, purchase order can be given, and demands can be covered by performing demand transfer. In order to do this, the following options located in right mouse button menu of order slips/purchase indent lines are used:
- Transfer Demand Slip
- Transfer Demand Transaction