Wiki source code of 5.4 Delivery and Invoicing
Last modified by Admin User on 2023/06/30 10:27
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1 | == 5.4 Delivery and Invoicing == | ||
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3 | The **Delivery and Invoicing** screens contain default and editable data fields: | ||
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5 | * Requisitioner Name and GSRN. | ||
6 | The requisitioner is the logged in user's full name and the GSRN (Global Service Relationship Number) will default from the user profile. The GSRN may optionally be edited. | ||
7 | * User Delivery Address and Internal Location. | ||
8 | The delivery information is defaulted form the requisitioner's user profile and may be edited. | ||
9 | * Supplier Delivery Method and Delivery, Payment and Freight Terms | ||
10 | This supplier information is defaulted from the supplier profile and may be updated if the requisitioner has permission. | ||
11 | * Default Payment Method, available Procurement Cards and Invoice Address | ||
12 | Payment and Invoicing information is defaulted from supplier and organisational defaults. Some options may not be visible to all users and changes to this data is often restricted. | ||
13 | * Delivery Date and Time entry. | ||
14 | The entry of a delivery date may be made mandatory but may also be defaulted. | ||
15 | * Buy-for User selection. | ||
16 | Access to buy on behalf of alternate users is provided by permission granted in the requisitioner's user profile. | ||
17 | * Processing Options | ||
18 | Different requisition processing options are defaulted from organisation settings. | ||
19 | * Additional Order Information data entry.((( | ||
20 | Extensible fields are provided through organisation configuration options. Some fields may be pre-populated and others may be mandatory. | ||
21 | ))) | ||
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23 | There are **two levels** of delivery and invoicing information: | ||
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25 | * **Requisition Level** **–** Make changes here to affect **all** orders on the requisition. | ||
26 | * **Order Level** **–** Make changes here to affect only an **individual** order. | ||
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28 | The following sections explain what changes can be made at each level. | ||
29 | [[5.4.1 Requisition Level Delivery and Invoicing>>PECOS P2P.5Manage the Shopping Basket.5-4Delivery and Invoicing.5-4-1 Requisition Level Delivery and Invoicing.WebHome]] | ||
30 | [[5.4.2 Order Level Delivery and Invoicing>>PECOS P2P.5Manage the Shopping Basket.5-4Delivery and Invoicing.5-4-2 Order Level Delivery and Invoicing]] |