PO Spending Limit window
This topic is under construction. It may be incomplete and is subject to change.
Purpose
Use this window to create and maintain the PO spending limits that customers must observe when purchasing items with a purchase order number.
To access this window
Complete one of the following to access this window.
- On the Modules menu, point to Customer and click PO Spending Limit.
- Use the keyboard shortcut Alt, M, C, S.
Diagram
The following thumbnail illustrates the PO Spending Limit window. Click it to view a full-size image.
Item descriptions
Fields and boxes
| Item | Description |
|---|---|
| Look for PO | Enter your search criteria. The grid automatically moves to the purchase order number matching the value as you type. |
| (acct) | Displays the customer/account name. Click to view the account name, address, and other demographic information including phone numbers and email. Right-click in this box to copy the email address information to the clipboard. |
| PO# | Enter the customer-provided purchase order number. |
| Desc | Enter a description for the purchase order number spending limit. |
| Contact | Enter the name of the individual who has the authority to purchase against this purchase order number. |
| Total | Enter the total amount that may be spent on this purchase order number. |
| Amt Used | The total amount of dollars spent on this purchase order number. |
| Amt Left | The Total less the Amt Used, or, the remaining balance available to spend on this purchase order number. |
| Date |
The date this purchase order spending limit becomes active. By default this is the current date on your workstation. To quickly enter today's date, press T on your keyboard. To quickly back-date or forward-date by one day, use the Hyphen key (-) and Equal key (=) on your keyboard (alternatively, use the Minus Sign and Plus Sign keys on your keyboard number pad). To quickly back-date or forward-date by one month, use the Page Up and Page Down keys on your keyboard. This box supports F6 functionality; the Choose Date window opens. |
| Expires |
Enter the date that the purchase order spending limit expires. To quickly enter today's date, press T on your keyboard. To quickly back-date or forward-date by one day, use the Hyphen key (-) and Equal key (=) on your keyboard (alternatively, use the Minus Sign and Plus Sign keys on your keyboard number pad). To quickly back-date or forward-date by one month, use the Page Up and Page Down keys on your keyboard. This box supports F6 functionality; the Choose Date window opens. |
| Employee | The name of the employee who set up the spending limit for the purchase order number. This defaults to the currently logged-in user, but may be changed if necessary. |
|
grid columns |
|
|
PO# |
Displays each of the purchase order numbers with spending limits associated with this account. Click the column heading to sort the grid in ascending or descending purchase order number order. |
|
Description |
Displays the description associated with each purchase order number spending limit. |
|
Amt |
Displays the total amount allocated to each purchase order number spending limit. |
| Notes |
Enter any information regarding this purchase order number spending limit. Press F4 on your keyboard to automatically add the date, time, and your user name to the note. This box supports F6 functionality; the Select Comment window opens. |
Buttons
| Item | Description |
|---|---|
| Save | Saves any changes you've made to the spending limit for this purchase order number. This button only displays if you've added or edited a spending limit to a purchase order number. |
| Cancel | Cancels any changes you've made to the purchase order spending limit. This button only displays if you've added or edited a spending limit to a purchase order number. |
| Delete | Deletes the spending limit for the purchase order number highlighted in the grid. |
| Add | Creates a blank spending limit record where you can add details for a new purchase order number spending limit. |
| Exit | Closes the window. |
