1. PO ID: Purchase Order IDs can be automatically generated or manually created. If Purchase Order IDs must be manually entered, the Purchase Order ID field will be highlighted in blue. If the Purchase Order ID will be automatically generated, or can optionally be entered manually, the Purchase Order ID field will be grey.  
2. Vendor ID: For Purchase Orders, only one Vendor can be listed, as all line items must be ordered from the same Vendor.
3. Ordered Date: The Ordered Date represents the date that the Purchase Order was sent to the Vendor, and is marked as "Ordered".
4. Promised Date: The Promised Date represents when the Vendor has "Promised" date that the line items should be received by.
5. All Rec'd Date: The All Received Date will autofill once all line items on the Purchase Order have been received.
6. Blanket PO ID: If the Purchase Order in question is to be generated from, or linked to a Blanket Purchase Order, the Blanket PO ID can be listed here.
7. Shipping Tax Code: If Shipping for the PO is taxed, a Tax Code can be selected here to more accurately calculate the total for the Purchase Order.
8. Notes: This text field can be used to display Note Templates, as well as any listed default PR/PO Notes. 
9. Release ID: The Release ID is used to show what receipt number this PO is when associated with a Blanket PO. Each receipt from a Blanket PO creates a new PO, and a new Release ID.
10. Type: Purchasing Types are used to categorize and group different Purchase Requests and Purchase Orders. They also help with data analysis by allowing users to track expenditures for different types. 
11. Buyer: This field is filled in with a default user by selecting that user from the Purchasing Settings. Otherwise, the default can be left blank and each time a PO is created the Buyer will need to be selected.
12. Terms: Payment Terms are used as a way to determine how many days a company has to pay for a PO after invoice.
13. Ship Via: Ship Via options allow users to designate how the PO will be shipped.
14. Weight: The listed Weight of a Part indicates how much a part weighs. A Weight record must exist in MVP before adding it to a Part record. 
15. Unit of Weight: The Unit of Measurement used for the listed Weight would be entered here. 
16. Exchange Rate: On MVP the currencies are tied to Vendors. The exchange rates used with currencies are manually entered, not automatically updated, and are not applied automatically to purchasing.
17. Status: When creating a PO the Status will automatically be set to "Ready". Once the PO has been saved, it can be set to "Ordered" if the PO Is Ordered, "Receiving" if part of the PO has been received, "Completed" if all items have been received, and "Invoiced" if invoice information has been added.
    1. A Purchase Order can only have the status options of Ready, Ordered, Receiving, and Completed.
    2. Purchase Orders cannot have a Status of Open, as Open is a State. Any Purchase Order in the Purchase Order module is considered an Open Purchase Order. A Purchase Order that has a State of Closed will be listed in the Purchase Order History module.
18. Print: The Print check box is used to determine if a Purchase Order has been printed yet. If the box is checked, that means the Purchase Order has not been printed yet, and if it is unchecked, that means it has been printed. The Print Checkbox also applies to the function Print Selected Purchase Orders, which will print any Purchase Order that has the Print box checked.
19. Subtotal: The Subtotal will automatically calculate the total cost of all line items, before Tax and Shipping.
20. Tax: The Tax field will automatically calculate the total amount of tax charged to all line items.
21. Shipping: The Shipping Cost can manually be entered into this field.
22. Miscellaneous: Any other Miscellaneous charges or Credits can be entered in this field.
23. Total: The Total will automatically calculate the total cost for the entire PO. If applicable this total will display the total amount in the vendor currency and the native site currency

Custom Fields

MVP Supports the creation of Custom Fields for any of our Asset Classes (Location, Equipment, Repairable Spare, System), Purchase Orders, Purchase Requests, Work Orders, and Work Requests. These can only be created by your local administrators.

Currency

When adding a line item to a PO, the Vendor's currency and currency symbol will be reflected on the PO Line Items. Upon the receipt of a PO the line item cost in the vendor currency will convert, using its exchange rate, to your site currency. This will be reflected on the PO receipt.

Items

1. Type: This can either be set to "Part" or "Service." 
2. Item ID: The Part ID or Service ID would need to be entered in this field. A Part ID or Service ID does not need to exist in MVP to fill out this field.
3. Quantity: The Quantity Requested would be filled out here.
4. UOP. Unit of Purchase (UOP) would be chosen here, if it is not already listed on a part record that has been selected for the line item.
5. Due Date: The expected last date that a line item on a PO should be received.
6. Receive To: Use this drop-down to select where the line item should be Received To (Stock, Equipment, Location, Repairable Spare, System, Work Group, Work Order).
7. Account Code: Use this field to enter any costing Account Codes that would apply. Account Codes are used on Parts for tracking where a cost is used.
8. Vendor: During the PR creation process, any Vendor can be chosen, this would represent the Vendor that you are purchasing the item from. A Vendor must be chosen for each line item.
9. Vendor Part ID: If the Vendor has a specific Part ID or name for the Part in question, the ID/Name can be listed in this field. 
10. MFR ID: MFR ID stands for Manufacturer ID. The Manufacturer would be the company or Manufacturer who developed and created the Part.   
11. MFR Part ID: If the Manufacturer has a specific Part  ID or name for the Part in question, the ID/Name can be listed in this field. 
12. Taxable: This checkbox will determine if the line item will be taxed, or not taxed.
13. Part Type: The Part Type field can be used for subdividing and organizing Parts. If the chosen line item has a listed Party Type, it will autofill in this field.
14. Specifications: This is a text field where broader Vendor information can be entered that can be transferred automatically from a chosen Part record.
15. Requested By: Will autofill with the user's People ID who is creating the Purchase Order, this can be changed in the event that the user who is adding the line item, is not the user who requested for the line item to be added. 
16. Description: A description of the Part or Service can be entered here if the Part/Service does not exist in MVP, if the record does already exist then the description from the record will autofill in this field.
17. Unit Cost: The Unit Cost field is a numerical field that can be used to list the costing information for each individual unit/part. This cost information will then be reflected on Part Checkouts. 
18. UOM: The Unit of Measure (UOM) on a Part is the measurement distinction of how a Part is consumed. 
19. Receive to ID: This is the field where you would enter the specific ID for the Receive To Type listed in field 6. This ID must exist in MVP.
20. Vendor Description: This will autofill with the description listed on the chosen Vendor Record.
21. Single Source: If a Part or Service has a single source vendor relationship, this box will be checked. If entering in a new Part or Service, you can check the box to determine that the Part/Service has a single-source relationship with the chosen Vendor.
22. Manufacturer Description: A Description of the chosen Manufacturer from field 10.
23. OEM: The Unit of Measure (UOM) on a Part is the measurement distinction of how a Part is consumed. 
24. Tax Code: If the line item has the "Taxable" box checked, a Tax Code will need to be chosen in order for the tax to calculate properly.
25. Model NO: This is a field where the Parts specific Model Number can be listed.  
26. Total Cost: The Total Cost field will automatically calculate the total cost of the item by multiplying the Unit Cost X the Quantity Requested. If the item is marked taxable, and a Tax Code is added, Tax will that factor into this equation as well.
27. QTY Per UOP: This is how many individual consumable units a Unit of Purchase contains.
28. Add New Part: Checking this box allows you to create a Part Record upon receiving the line item, regardless of where it is received to.
29. Quote ID: If there is any Quote information related to the PR/PO, it can be listed here.
30. UNSPSC Code: The UNSPC Code is a numerical field on the Part Record. UNSPSC stands for United Nations Standard Products and Services Code. 
31. Weight: The listed Weight of a Part indicates how much a part weighs. A Weight record must exist in MVP before adding it to a Part record.
32. Unit of Weight: The Unit of Measurement used for the listed Weight would be entered here

Addresses

The Purchase Order (PO) Ship To and Invoice To Addresses can be manually added to a PO or automatically populated.

Attachments

• Attachments can be added to records for users to reference. They can be of any type, although only image (JPG, PNG) files will print off.