Register purchase order

This is a description of how a purchase order with a payment plan is registered in Register purchase order.

The Header tab

Here you can specify if the purchase order should be paid as part of a payment plan. This is done in the Payment plan field.

The payment plan can also be set up automatically via a setting for the supplier. This is configured in the Supplier register or Supplier list.

If you want to follow-up on the order via the project accounting, you can enter a project number in the order header. The project number will then be automatically inserted on order rows which can be posted on projects, and on the partial invoices which handle project posting in the Payment plan tab. Please note! If you change the project on the order rows, then the advance and in arrears rows' posting will not become automatically updated. These must be changed manually.

The Rows tab

You register the purchase order rows as normal. That is, you don't add any rows for advances and in arrears here. However, there is an important checkbox called Included in payment plan on each row. You use this to determine which rows should be included in the payment plan.

Rows which are not included in the payment plan can be reported for arrival and paid in the usual way, separately from the payment plan – for example, an additional product to be delivered, or a freight charge.

The Payment plan tab

The order’s payment plan is shown in this tab.

In the upper box, you can see the different partial invoice rows, which are loaded from the payment plan template registered in the Invoicing/Payment plans procedure. It is possible to edit/delete/add rows. It is also possible to change name on advance invoice and in arrears invoice. For each partial invoice, you should enter a planned invoicing date. This is called the Invoicing period. Invoicing period is used to by what should be released in the Payment plan list procedure.

In the lower box you see information about the order rows which are included in the invoicing plan.

At the very bottom of the tab you see different types of totals, according to the image above.

The Documents tab

When printing an order, you can see information about the payment plan. This information is displayed below the order rows. In the procedure Document settings you can choose if the information should be displayed or not.