Overview
A carrier is a person or company that is commissioned to transport the purchased goods from the supplier to the organization or vice-versa. The Carrier entity holds a list of carriers, which can later be used when entering Goods Received Notes or Goods Returned Notes using the Purchasing module.
Navigation
Purchasing ► Support Entities ► Carriers
Carrier Screen Fields
| Field | Description |
| Id | Unique identification code of Carrier. This is automatically generated ID by the system. Users can not change this. This is mandatory field. |
| Active | Flag indicating if the carrier is active or not. If this value is changed to false, such carrier can’t be selected again and it will remain for references purposes only. True by default. |
| Name | Name of the carrier organization. |
| Contact Title | A title is to signify an official position of a person, and it's often used with a contact. The same contact can have different title in different situation, for example, a contact as a vendor uses the title "Strategic Accounts", and as a customer uses the title "Product Manager". |
| Contact Name | Contract name of the carrier is mentioned in this field. |
| Contact Designation | Designation of the carrier is mentioned here. |
| Contacts | This is not mandatory field. Users can insert the carrier contact information as additional. |
Overview
The purpose of the Suggestion entity is to provide a pre-defined list of suggestions related to the requested items which can be used within the Purchase Requisition.
Navigation
Purchasing ► Support Entities ► Purchase Requisition Suggestion
Purchase Requisition Suggestion Screen Fields
Field | Description |
Id | Auto generated unique code that identifies the Suggestion. Users can not change this value. |
Active | Flag indicating if the delivery mode is active or not. If this value is changed to false, such delivery mode can’t be selected again and it will remain for references purposes only. Default value is True. |
Language | Language used to describe the Suggestion. Users can select language from the dropdown list. |
Abbreviation | Abbreviation of the Suggestion is mentioned in this field. It is mandatory field. |
Description | Abbreviation of the suggestion is mentioned in this field. It is mandatory field. |
Overview
The Objective of this screen is to create a limitation on spending of purchasing goods.
Purchasing ► Support Entities ► Spending Limit in Purchasing
| Field | Description |
| Fiscal Year | The Fiscal Year for which the limit is applicable. |
| Coding Block | Defines the Account for which the limit is being appplicable. |
| Percentage | The users can use value from 0 to 100. |
| Commitment Amount | This is read only field. It is automatically populated by the system. This represents the cumulative committed amount related with selected coding block for selected fiscal year. |
| Current Budget Amount | This represents the amount in current budget based on the selected coding block for selected fiscal year, at the time when last validation was done. System will only take into account positive values when calculating this value (negative values represent revenues, therefore only positive values should be taken into account). |
| Created By | This field is automatically populated by the system with the user name who create spending limit. |
| Created On | This field is automatically populated by the system with current system date. |
| Last Modified By | The user who modified the Spending Limit last. System will update this value every time if there is a change either on percentage, coding block or fiscal year |
| Last Modified On | Last modification made on the date is mentioned. System will update this value every time if there is a change either on percentage, coding block or fiscal year. |
| Last Update on Amounts | The Amounts last updated on the date is mentioned. System will automatically update this value every time if commitment amount and current budget amount is updated. |