Show Details

Shows the edit form with read only right.

Show

Displays the PO as it has been sent to the Supplier

Delete

Delete purchase order. Please note: PO and all relevant documents (attachments, history, eventually created RfQs, requisition etc.) will be deleted completely from system and will no longer be available.

Set as standing order

Set the PO to the standing order list.

Copy from standing order

Update -> Booking Date

Change booking date. Booking date indicates the date on which the value is booked into budget.

Update -> Change Cost Account / Department

Change cost account / department after booking PO into budget. Budget will be updated.

Update -> Prices

Update PO Prices. You can either update manual price (total without reservation), item prices or estimated price (total with reservation). Budget will be updated.

Update -> Delivery Costs

Update delivery costs. Budget will be updated.

Update -> Delivery Date

Change expected delivery date.

Update -> Internal Remark   -> Add

Quick adding of an internal remark.

Update -> Internal Remark   -> Edit

Quick access to already added internal remark.

Update -> Convert Free Line Items

If free line items are available in PO you can convert them either to new or to existing spare parts. Stock will be updated with received quantity. If you convert item to existing spare part, PO will be updated with new article information.

Update -> Update Quotation Number

Update Quotation number after sending PO to supplier.

Paying

Currently not implemented

Receiving/Reporting ->

Set as completely received / reported

Only the receiving status of a PO will be set as "completely received". Please use carefully. Stock will not be updated. Only available if system detects that receiving status of PO is not completely received.

Receiving/Reporting ->

Set as partially received

The receiving status of a PO will be set as "partially received". Please use carefully. Stock will not be updated. Only available if system detects that receiving status of PO is not partially received. Status of PO will be set as "sent" - you can use this button for reopening closed PO.

Receiving/Reporting ->

Set as not received

The receiving status of a PO will be set as "not received". Please use carefully. Stock will not be updated. Only available if system detects that receiving status of PO is received. Status of PO will be set as "sent" - you can use this button for reopening closed PO.

Invoicing

Only available if your company use the Invoicing Module.

Undo: No Invoice expected

Undo "no invoice expected". Invoice can be assigned to PO.  Status of PO will be set as "sent" - you can use this button for reopening closed PO.

Invoicing -> Set Invoice Type

You can change type of assigned invoices (partially, completely). Budget will be updated. Invoicing status will not be updated.

Invoicing -> No Invoice expected

Mark PO invoicing status with "no invoice expected". No invoice can be assigned to this PO. Only available if PO is not marked with "No invoice expected".

E-Mails

If you sent PO to supplier out of the system all sent emails will be shown here.

Distribute

Only available for POs (currently). Allows to copy PO to other/same ship. If no equivalent spare part is found on the destination site, all ship specific spare parts will be copied as free line item.

Copy Items to RQ

Only available for PO (not for SO).  Copy selected items to existing requisition for same site. You can either only copy then items.

Rate Supplier

Add manual rating for supplier.

Show History

Access to the whole history of the selected purchase document including all  associated documents (for instance, if you want to see the history of a purchase order, you have access to the history of the associated requisition too).

The history is divided into several tabs for a better overview.

Create Data Transfer (without attachments)

Generates an unscheduled immediate data transfer without available attachments.

Create Data Transfer (with attachments)

Generates an unscheduled immediate data transfer with available attachments.

Show Attachments

Show available documents. No deleting possible.

Set as Capital Asset

Mark selected items as capital assets.

Capital Asset Report

Add remark to history

Add remark manual to history of selected document.

Print Article Label

If a dymo printer is assigned you can print article label for selected spare parts.

Remove Link to Dry Dock Job Card

Remove link between dry dock job card and PO.

Link to Dry Dock Job Card

You can link PO to selected dry dock job card. PO will remain in open status – only a link between job card and PO will be stored. Link information is available in PO HTML overview.

Cost Center -> Assign Cost Center

Assign Cost Center to PO.

Cost Center -> Clear Cost Center

Clear Cost Center from PO.

Follow up / Pin to User Activities -> Follow up

Follow up for PO can be given.

Follow up / Pin to User Activities -> Clear Follow up

Follow up for PO can be deleted.