Purchase Order Receipt Form Configuration

The form configuration menu allows you to customize the details of your work orders, purchase requests/orders, and receipts that show up when you print forms for them. 

This article elaborates on these form configuration settings for your purchase order receipts. For more help with the others, see:

• Work Order Form Configuration
• Purchase Request Form Configuration
• Purchase Order Form Configuration

For help printing your receipts, see Printing Purchase Orders & Receipts. Please note that you may only print receipts after you have received your parts.

Purchase Order Receipt Form Configuration

To access the purchase order receipt form configuration settings:

1. From the left menu, select Configuration.
2. From the left menu again, select Company and then Form Configuration.
3. Make sure Purchase Order Receipt is selected at the top menu. Below is what your purchase order receipt configuration settings should look like:

NOTE: The Default Printing checkbox is not a section on the printed receipt. Instead, it simply means that when you receive your parts, SOMAX will automatically generate the receipt for you to print in a new window. 

This article will now describe what each section will look like on your completed printed receipts form. The general receipt form with every section on it should look like this:

Header

This section will include your current client / site logo as well as the basic details of your purchase request (who created it, date of creation, and ID). This information will appear by default, though for help with adding your picture, see Setting up Site Details. 

Vendor 

This section includes the addresses of your vendor, where you would like parts to be shipped, and where to bill the charge to.  This section is included by default, though for help with the vendor, ship to, and bill to addresses, see Editing a Vendor or Add or Edit an Account. 

Receipt Header

This section includes the carrier, freight bill and amount, packing slip, and comments. This information is entered when receiving parts. In order to have this section, you must have the Display PO Receipt Header checkbox selected under Form Configuration (see above).

Purchase Order Header UIC

Note: UIC is only available to our Enterprise Customers.

This next section comes from the User Defined Fields you created in your UIC for Purchase Orders. For more help, see UIC - Purchase Orders and make sure the checkboxes next to Display on Form for each UDF is selected. For example, the UDF created in this situation would be the date needed by and whether it is a priority. To have this section you must have the checkbox next to Display Purchase Request Header UIC selected under Form Configuration (see above).

Line Items - Lines 1 & 2

This section includes information about your line items. For this receipt, there are 2 line items (which you can tell because the number under the column "line" goes up to 2). For each line item there are 2 lines giving information, which are numbered for the first line item. 

Line 1 gives the line item's receipt information, which comes from when you created the purchase order.

Line 2 gives the line item charge to information, such as the account and manufacturer. If needed, this can be modified by editing your purchase order line item or editing your part. To include this section, you must have the Display 2nd Line of PO Receipt Line Item checkbox selected under Form Configuration (see above).

Comments

This section is for your comments and will come from adding comments to your purchase order (not receipt). To have this section, you must have the Comments checkbox selected under Form Configuration (see above).