Creating Purchase Orders

The “Purchasing” team will create purchase orders (PO) when a work order (WO) status is Open to Buy. To create a PO, link an Open to Buy WO to a PO, use Auto Multi WO, or use Auto Multi PO.

To link a WO to PO:

1. Open the Purchase Orders table and create a record.

   

   Create New Purchase Orders Window

   Note

   If you want to create a PO Shipment, select FUSA from the Supplier ID field in the Create New Purchase Orders window. TIGA will automatically generate the Purchase Order Line Items (POLI). See also, Shipment Request In and Shipment Request Out.

2. Click Create.

3. Choose the Link button on the Work Orders table in Related Tables.

4. Choose or type the WO number you want to link.

   Note

   You can choose more than one WO.

5. Click Link.

Post Condition

If you have successfully linked a purchase order to a work order:

• The linked purchase order will appear on the Purchase Orders in the Work Orders Related Tables.

  

  Linked PO

• TIGA will update the On Order and Discrepancy columns of the Work Order Line Items (WOLI).

  

  On Order and Discrepancy Columns before a PO is Linked

  On Order and Discrepancy Columns after a PO is Linked

Check the description of each field in Creating Purchase Orders window.

Create New Purchase Orders

Field Name	Description
Purchase Order ID	An assigned reference code for a purchase order created automatically by TIGA to allow tracking throughout the process.
Status	The state of the PO. Read Purchase Orders Overview.
Priority	Choose either Engineering or Standard. Note Engineering priority is higher than Standard.
Sub Contract	Check the box if Formulatrix provides the materials, but the order is assigned or outsourced to subcontractors. Example: We provide a plate to create “RI 1000” logo but ask a vendor to do the UV printing.
Order Date	The record creation date.
Quote Number	Enter the quotation number as a reference if there is an offer letter from a vendor for the ordered item.
Delivery Date Request	The estimated delivery date agreed by the vendor and Formulatrix.
Delivered Date	The date when the order is delivered. Note This field will be filled up manually by the “Accounting” team or automatically updated by TIGA if the “Exim” team links the PO to a shipping document.
Assignee	The record creator (automatically filled by the system). Assignee Field
Approver	A person authorized to approve the PO.
Payment Term	PO payment method.
Shipping Type	Shipping methods.
T&C	Rules, agreements, or specifications related to the PO.
Allow Back Order	Click if the order needs a longer lead time. Note Lead time refers to an order’s cycle from production to delivery.
Notes	Additional note about the PO.
Subtotal Amount	The total price of the ordered items before additional charge or discount applied.
Discount	Price deduction given by the vendor.
Sales Tax	Amount of money added to the item’s price.
Shipping Charges	Amount of money charged for shipping and its currency.
Other Charges	Additional amount of money charged besides the Sales Tax and Shipping Tax and its currency.
Order Total	The total price of the orders after additional price or discount applied and its currency.
Warehouse Currency	The currency used by the warehouse recipient. Note Formulatrix has warehouses in different countries.
Currency	Agreed currency used for the PO.
Exchange Rate	Currency rate.
Warehouse Company	The warehouse receiving the orders.
Company	The name of the company issuing the PO.
Country ID	An assigned reference code for a country automatically fetched from the warehouse location.

Supplier

Field Name	Description
Supplier ID	A reference code assigned to a specific vendor. Note Other fields in the Supplier section, except HS Code, will be automatically filled once you choose the Supplier ID. Contact the “Purchasing” team for any questions or help.
Supplier Name	Vendor name.
Supplier Address	Vendor address.
Supplier Phone	Vendor contact number.
Supplier Fax	Vendor fax number.
Supplier Country	Vendor origin.
Default Payment Term	The standard (default) agreement with the seller regarding the PO payment.
Default T&C	Rules, agreements, or specifications agreed between Formulatrix and the vendor.
Default Shipping Type	Shipping mode agreed between the vendor and Formulatrix.
HS Code	Code used by the “Export and Import (Exim)” team to classify the item and calculate the tax.

Recipient

Field Name	Description
Warehouse	The warehouse receiving the orders. Note All other fields in the Recipient section will be automatically filled once you choose the Warehouse.
Recipient Name	Receiver name. Note Most of the receiver’s name is similar to the Warehouse.
Recipient Address	Receiver detailed location.
Recipient Country	Receiver origin.
Recipient Phone	Receiver contact.

Note

You can have a different Payment Term, Shipping Type, and T&C from their default settings in the Supplier section.

Related Topics:

• Creating Purchase Order Line Items

• Editing or Approving Orders

• Creating a Purchase Order via Auto Multi PO

• Creating a Purchase Order via Auto Multi WO