Wiki source code of 5. Manage the Shopping Basket
Last modified by Admin User on 2023/06/30 10:27
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1.1 | 1 | PECOS P2P will **sort** the items on your Shopping Basket by supplier (i.e. by purchase order) and will have automatically populated it with a number of defaults including: |
| 2 | |||
| 3 | * Delivery address | ||
| 4 | * Payment method, including procurement card details where relevant | ||
| 5 | * Organisational invoicing address | ||
| 6 | * Financial tracking codes | ||
| 7 | * VAT treatment codes | ||
| 8 | * Supplier’s delivery, freight and payment terms | ||
| 9 | |||
| 10 | Optionally the following may be defaulted: | ||
| 11 | |||
| 12 | * Delivery date | ||
| 13 | * Internal delivery location | ||
| 14 | * Additional order information | ||
| 15 | * User's GSRN's | ||
| 16 | |||
| 17 | These defaults have been copied from your user profile, the supplier’s profile and your organisational profile. Most can be changed by you within the Shopping Basket if required. | ||
| 18 | |||
| 19 | There are **three** levels in the basket, each defined by different coloured rows: | ||
| 20 | |||
| 21 | **A: Requisition Header** – containing the requisition total | ||
| 22 | **B: Order Header** – containing the supplier name and order total | ||
| 23 | **C: Line level **– containing the item details | ||
| 24 | |||
| 25 | [[image:P2P 5 Basket.PNG]] | ||
| 26 | |||
| 27 | //**Before submitting**// your Shopping Basket as a purchase requisition for approval and ordering, there are a number of changes that can be made to it. The following sections explain in detail how and where these changes can be performed. | ||
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| 29 | [[5.1 Changing Quantities>>PECOS P2P.5Manage the Shopping Basket.5-1Changing Quantities]] | ||
| 30 | [[5.2 Deleting Items>>PECOS P2P.5Manage the Shopping Basket.5-3Deleting Items]] | ||
| 31 | [[5.3 Decimal Rounding>>PECOS P2P.5Manage the Shopping Basket.5-2Decimal Rounding]] | ||
| 32 | [[5.4 Delivery and Invoicing>>PECOS P2P.5Manage the Shopping Basket.5-4Delivery and Invoicing.WebHome]] | ||
| 33 | [[5.5 External Order Processing>>PECOS P2P.5Manage the Shopping Basket.5-5External Order Processing]] | ||
| 34 | [[5.6 Financial Tracking and Tax>>PECOS P2P.5Manage the Shopping Basket.5-6Financial Tracking and Tax.WebHome]] | ||
| 35 | [[5.7 Display VAT and Gross Amounts>>PECOS P2P.5Manage the Shopping Basket.5-7 Display VAT and Gross Amounts.WebHome]] | ||
| 36 | [[5.8 Quick Save>>PECOS P2P.5Manage the Shopping Basket.5-8Quick Save]] | ||
| 37 | [[5.9 Comments, Attachments and Item Information>>PECOS P2P.5Manage the Shopping Basket.5-9Comments, Attachments and Item Information.WebHome]] | ||
| 38 | [[5.10 Manual PO Number Entry>>PECOS P2P.5Manage the Shopping Basket.5:10 Manual PO Number Entry]] | ||
| 39 | [[5.11 Submitting the Basket>>PECOS P2P.5Manage the Shopping Basket.5-11Submitting the Basket]] | ||
| 40 | [[5.12 Multi Currency>>PECOS P2P.5Manage the Shopping Basket.5:12 Multi Currency]] |