If you know the PO number you want to link to, simply type or paste this number in the Purchase field field and press Tab. Click Link if you want to search the database for the PO you want.
Linking to a PO will automatically set the Vendor. If the order already has a vendor then you can only link to a PO for that same vendor.
If you're already linked to a PO you can click View to display details of it or Clear to clear it from the order.
Shows the order status. This is set automatically and will change as you work through the order process.
The order can also be:
By default this is set to the current date, but you can change it if you wish.
Specifies the order priority.
The expiry date is used to determine when claims, reminders and cancellations notices are sent.
You can specify an Expiry period for different order priorities in the Acquisitions General Parameters on the Order Processing tab. If there's an expiry period set up for the selected Priority then we'll use that to calculate the expiry date in the order.
If there's no expiry period for the selected Priority then we'll use the Default expiry period set in the Acquisitions General Parameters on the General tab.
You can change the date if you wish.
To select the vendor you can either:
Once a vendor is selected, you'll see View and Clear buttons rather than Link. You can click View to see details of the vendor or Clear if you want to select a different vendor.
When you select a vendor:
When you select a vendor, the unit price will be automatically set to the vendor's average price if Apply vendor's average price by default is set to Yes.
You can set either the price including or excluding tax.
The Floating tax rate parameter determines whether the Unit price (excl. tax) or the Tax rate is recalculated if you change the Unit price (incl. tax), and whether the Unit price (incl tax) or the Tax rate is recalculated if you change the Unit price (excl. tax).
The currency used by default in new orders is specified as the Local currency in the Acquisitions General Parameters. When you select a vendor, the Currency will be automatically set to the one specified in the vendor details.
When you select a vendor, the Tax type and Tax rate will be automatically set to the values specified in the vendor details. You can change these if you wish.
When you select the Material type, Spydus will check if that material type has been set up for the vendor. If it has then the Discount rate, Tax type and Tax rate for that material will be automatically applied.
If your library is on server 10.3.2 or later, an Acquisitions General Parameter can be configured to apply the order's Material type to any items created when the order is Confirmed.
Specifying the materials and service charges for a vendor.
When you select a vendor, the discount will be automatically set to the rate specified in the vendor details if Apply discount rate by default is set to Yes.
When you select the Service type, Spydus will check if that service type has been set up for the selected Material type for the vendor. If it has then the service Charge will be automatically applied.
Specifying the materials and service charges for a vendor.
Any text you enter here will be displayed when you check in the items on the order. Once an order is confirmed, the check in message cannot be edited.
The source of the title, for example, the name of a book catalogue.
You can add any order notes here pertaining to this particular order. These are just for your reference and will not appear on the PO you transmit to the vendor. Order notes can still be edited even after the order is confirmed. They cannot be edited once the order has been filled.
Here you can enter additional information you wish to be included on the purchase order.
Here you can record additional information, for example, if the vendor reports that a new edition is in preparation or that the item is out of stock.