Costpoint Online Help

Using the Help Search

Details Tab

Use this tab to specify header information for the purchase order to be generated.

Contents

Field	Description
Order Date	Enter, or use to select, the order date for the purchase order. Costpoint automatically loads the current date in this field.
Subcontract Name	This field displays the subcontract name. Click this subcontract link to access the subcontract record on the Manage Subcontracts screen.
Retain PO	Select this check box to retain this purchase order when it is eligible to be purged.
Confirming PO	Select this check box to indicate that this is a confirming purchase order. This field defaults from the Configure Purchase Order Voucher Settings screen in Costpoint Purchasing. The word 'Confirmation' will print on the purchase order only if you select this check box.
Buyer	Enter, or click to select, a buyer ID for this purchase order. The name of the buyer displays in the adjacent field. This buyer ID must match the buyer ID of any requisition lines that have been assigned to the planned purchase order. Establish buyer information on the Manage Buyers screen in Costpoint Purchasing.
Vendor	Enter, or click to select, a vendor ID for this purchase order. The name of the vendor name and location displays in the adjacent fields. This vendor ID must match the vendor ID of any requisition lines that have been assigned to the planned purchase order. This vendor must not be a payroll vendor, and its status for purchase orders must not be On Hold. Also, this vendor's approval code must not be Not Approved. If this vendor has an approval code of Pending, Costpoint displays a warning.
NAICS Code	Enter, or click to select, an active primary NAICS Code associated with the PO vendor, as established on the Manage Vendors screen, for the purchase order header. If a primary code is not specified, or is inactive, this field is blank. If you change the PO vendor, the primary and active code associated with the PO vendor will be loaded, but can still be edited. Manually entered NAICS code should be an active code, whether the code is primary, non-primary, or unspecified on the Manage Vendors screen.
NAICS Eff. Date	This field displays the effectivity date of the NAICS code. You can only manually enter/update the effective date with the active effective date for the NAICS code in the NAICS table.
Business Size	Select the business size to classify the vendor at the time the transaction was created.

Contact

Use this group box to enter vendor contact information for the purchase order.

Field	Description
Last Name	Use this field to enter, or click to select, the last name of the vendor's contact person.
First Name	Use this field to enter the first name of the vendor's contact person.
Terms	Use this field to enter, or click to select, the vendor payment terms for the purchase order.
FOB Point	Use this field to enter the free on board point for the purchase order.

Acknowledgment Info

Field	Description
Required	Select this check box to indicate that a vendor acknowledgment for this purchase order is required.
Date	Use this field to enter, or click to select, the date of the vendor acknowledgment.
Vendor Sales Order	Use this field to enter the vendor sales order number for this purchase order.

Period of Performance

Field	Description
Starting	Use this field to enter, or click to select, the start date for the time this purchase order is in effect.
Ending	Use this field to enter, or click to select, the ending date for the time period when this purchase order is in effect.
Notes	Use this field to enter additional information about the purchase order.

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Details Tab

Use this tab to specify header information for the purchase order to be generated.

Contents

Field	Description
Order Date	Enter, or use to select, the order date for the purchase order. Costpoint automatically loads the current date in this field.
Subcontract Name	This field displays the subcontract name. Click this subcontract link to access the subcontract record on the Manage Subcontracts screen.
Retain PO	Select this check box to retain this purchase order when it is eligible to be purged.
Confirming PO	Select this check box to indicate that this is a confirming purchase order. This field defaults from the Configure Purchase Order Voucher Settings screen in Costpoint Purchasing. The word 'Confirmation' will print on the purchase order only if you select this check box.
Buyer	Enter, or click to select, a buyer ID for this purchase order. The name of the buyer displays in the adjacent field. This buyer ID must match the buyer ID of any requisition lines that have been assigned to the planned purchase order. Establish buyer information on the Manage Buyers screen in Costpoint Purchasing.
Vendor	Enter, or click to select, a vendor ID for this purchase order. The name of the vendor name and location displays in the adjacent fields. This vendor ID must match the vendor ID of any requisition lines that have been assigned to the planned purchase order. This vendor must not be a payroll vendor, and its status for purchase orders must not be On Hold. Also, this vendor's approval code must not be Not Approved. If this vendor has an approval code of Pending, Costpoint displays a warning.
NAICS Code	Enter, or click to select, an active primary NAICS Code associated with the PO vendor, as established on the Manage Vendors screen, for the purchase order header. If a primary code is not specified, or is inactive, this field is blank. If you change the PO vendor, the primary and active code associated with the PO vendor will be loaded, but can still be edited. Manually entered NAICS code should be an active code, whether the code is primary, non-primary, or unspecified on the Manage Vendors screen.
NAICS Eff. Date	This field displays the effectivity date of the NAICS code. You can only manually enter/update the effective date with the active effective date for the NAICS code in the NAICS table.
Business Size	Select the business size to classify the vendor at the time the transaction was created.

Contact

Use this group box to enter vendor contact information for the purchase order.

Field	Description
Last Name	Use this field to enter, or click to select, the last name of the vendor's contact person.
First Name	Use this field to enter the first name of the vendor's contact person.
Terms	Use this field to enter, or click to select, the vendor payment terms for the purchase order.
FOB Point	Use this field to enter the free on board point for the purchase order.

Acknowledgment Info

Field	Description
Required	Select this check box to indicate that a vendor acknowledgment for this purchase order is required.
Date	Use this field to enter, or click to select, the date of the vendor acknowledgment.
Vendor Sales Order	Use this field to enter the vendor sales order number for this purchase order.

Period of Performance

Field	Description
Starting	Use this field to enter, or click to select, the start date for the time this purchase order is in effect.
Ending	Use this field to enter, or click to select, the ending date for the time period when this purchase order is in effect.
Notes	Use this field to enter additional information about the purchase order.