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This page allows you to specify budget details for the items. Tell me more
Select the “Specify Budget Details” link at the bottom of the “Create Direct Purchase Order” page.
The “Specify Budget Details” page appears.
The System displays the status of the Purchase Order, which is referred in this page.
The System displays the “PO Details” information details:
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PO No. |
Unique identification number of the Purchase Order with which it is referred. |
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Amendment No. |
Unique identification number of the Amendment document. The Amendment document is created whenever any modifications are done to the existing document. This is a post approval document. |
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Type |
The type of the Purchase Order is displayed. There are different types of Purchase Orders namely General, Capital, Dropship, and Consignment. |
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Supplier Code |
Code/Identifier of the supplier who supplies goods for the Purchase Order. |
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Name |
Name of the Supplier who supplies the goods for the Purchase order. |
Enter the following in the “Default Entries” information tab:
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Budget ID |
Unique identifier for a particular Budget associated with the purchase of items. (Alphanumeric, 6). |
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Help Facility Available |
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Proposal No. |
Unique identifier created for the capital items stating the cost assigned for it. When a purchase is made, the proposal id is matched thereby helping the purchase division to know the assigned amount for the capital item. (Alphanumeric, 18). |
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Help Facility Available |
Click the “Default” Push button to transfer all the values given in the default entries information tab to the line details information tab.
The System displays the following fields in the Budget Details:
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Line No. |
Unique identification line number, which is associated with an item. |
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Item Code |
Unique code/identifier of the item for which the purchase order is created. |
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Variant |
Variant code is associated with the Item code present in the activity. |
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Description |
Description stating the name/identifier of the variant associated with the item. |
Enter the following:
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Budget ID |
Unique identifier for a particular Budget associated with the purchase of items. (Alphanumeric, 6). |
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Help facility available. |
The System displays the following:
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Description |
Description stating the name/identifier of the Budget ID. |
Enter the following:
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Proposal No. |
Unique identifier created for the capital items stating the cost assigned for it. When a purchase is made, the proposal id is matched thereby helping the purchase division to know the assigned amount for the capital item. (Alphanumeric, 18). |
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Help facility available. |
The System displays the following:
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Description |
Description stating the name/identifier of the Proposal ID. |
Click the “Specify Budget Detail” push button to create a budget and associating it with a capital item or click the “Approve PO” push button to specify a budget as well as approve.
The system saves the Budget details.
To proceed, carry out the following
Select the “Specify Dropship Address” link at the bottom of the page to state the buyer’s address to which the goods are directly supplied when the Purchase Order type is Dropship.
Select the “Specify PO-PR Coverage” link at the bottom of the page to state the coverage details of the Purchase order and the Purchase Request..
Select the “Specify PO-SO Coverage” link at the bottom of the page to state the coverage details of the Purchase order and the Sale Order.
Specify Budget Details – An Overview
This page allows you to provide insight to the user regarding the pattern of purchases and to exercise intrinsic controls to regulate the buying activity. When the organizations want to exercise planning and control on the procurement of material, concept of budget is generally made use of. The budget is an amount allotted for procurement of certain specified items or any item for a specified purpose. When the purchase orders are released against a specific budget, the budget amount is treated as "utilized". The budget can be a blanket budget, which means that any item can be procured against that budget. Budget can be for specific items also; in which case only the items specified can be procured against that budget. Effective date and Expiry date can also be specified in the budget.