Purchase Order POFRMMNT Help - Elliott Business Software



P/O Form Setup

P/O Form Setup

Application Overview

 

We are constantly striving to develop flexible and compatible business applications. The P/O Form Setup application enhances this objective, by combining Elliott's standard form definitions, with a procedure that custom­izes form layout so forms can be printed on any form designed by your art department or acquired through an outside vendor. This capability also permits maintenance of up to 99 definitions that serve various requirements.    

 

The P/O Form Setup is loaded with our standard P/O form definition. You may use it in conjunction with Elliott Form No. 110, or as a template in designing a new definition. If you are using this form, then stop reading here. You don't need to go any further with the P/O Form Setup. All the work involved in defining a definition has already been completed, and you are ready to start printing.

 

However if you select some other preprinted form, consider the following questions before proceeding further.

 

1. Which Fields Are To Be Printed?

 

           This refers to the Data or Literal field information printed on your form.

 

               The first type, Data fields are those that display resulting output information from the program. They print only the actual data that will appear in a given field. For example, if the field is named "Company Name",and the data in the field is "Jones Inc.", you are selecting to print that field information, and not the "Company Name" title.

 

               Some additional examples include, the Form Number, Purchasing Company Address, Order Dates, Order Types, Vendor Name, Vendor Address, Ship-To Address, Buyer Name, and other field variables.

 

               In contrast, Literal Fields enable you to print special text messages, such as:

 

                                 DUPLICATE ORDER

                           ONLY SHIP WITH AUTHORIZED REL.

 

               If you plan to use Elliott's default form definition as a template please note that it's Data and Literal field definitions are preset to match the requirements of our form. Consequently, you will need to change these settings, and determine which fields must be printed or eliminated from your form.       

 

2. What Is The Physical Length And Width Of Your Form?

 

           You need to know the physical line length and column width of the form. Is it 66 lines long and 80 columns wide?...or some other dimension. By using the Print Grid application, print a layout grid on your preprinted form. Then mark the appropriate line length and column width of each field you want to print. This may require several forms until the proper dimensions are determined.

 

3. What is the Vertical Line And Horizontal Column Position Of Each Field To Be Printed?

 

           This refers to the starting physical line, column,and ending column location position of each printed field. The Print Layout Grid function is your road map in designing a new invoice form. It labels vertical lines and horizontal columns "1234567890."  As illustrated, you can coordinate a given physical location field position, by matching the numbered vertical lines with their corresponding column position. In this example the Starting  Vertical Line, and Horizontal column location positions are equal to 3 and 3.

 

           The Ending Vertical Line, and Horizonal column location positions are 3 and 7. 

 

 

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4. What Is The Starting And Ending Location Of Line Items?

           There are twelve input screens in this program. The first requires you to designate the beginning and ending vertical line settings for line item fields. 

 

           This becomes the virtual starting point that directs your printer to a physical location where line item literal or data information is printed. 

           In every subsequent related Line Item input screen, you specify only the relevant Line Item position of a given entry field.

 

5. How Many Lines Of Information Are To Be Printed For Each Line Item?

           You need to specify the amount of line item information to be printed for each transaction.

 

6. How Many Characters Are To Be Printed In Each Field?

           Each data field prints a predetermined number of characters. For example the Vendor Name Data field will print 30 alphanumeric characters.

 

           This rule has the same significance when defining a Literal  Field.  For  example,  if  you  want  to  print         ***** DUPLICATE ORDER ***** at a given location position, the literal field must support at least 27 characters. If only 20 characters were supported, the printed message would appear as:

 

               ***** DUPLICATE ORDE

 

           Finally, the Form Setup program can print a detailed or summary report of all forms on file.

 

 

Run Instructions

 

Select Form Setup from the pull down PO Util_setup window.  The following screen will then be displayed:

 

 

 

 

The following options are available:

 

    *  Change the form definition

       *   Copy the form definition

       *   Delete a form definition

       *   Print a detail or summary report listing all forms on file.

       *   Print a sample of the form you are defining.

       *   Reset the application to the default form definition

       *   Print a grid

To return to the menu bar, press the ESC or F10 key.  To leave this application, press X for EXIT when positioned at the menu bar.

 

 

 

Entry Field Descriptions

 

Screen 1

 

Name

Type and Description

Default Setting

New Setting

1.  Form Number

2 numeric characters.  Enter the form number you wish to change.

 

 

2.  Number Of Lines On          Form

3 numeric characters from 1 to 999.  Enter the total number of lines on the form.

66

 

3.  Number Of Columns          On Form

3 numeric characters from 1 to 132.  Enter the total number of horizonal columns on the form.

80

 

4.  Starting Line For Line        Items

3 numeric characters that can not exceed the total number of lines on the form.  Enter the location position, where you wish to start printing line items.

27

 

5.  Ending Line For Line         Items

3 numeric characters. This entry cannot be less than the starting line entry or exceed the total number of lines on the form.  Enter the location where you wish printing of line items to end.

56

 

6.  Maximum Lines Per           Line Item

1 numeric character.  Enter the number of lines that separate each line item.

9

 

 

Screens 2-12

 

Name

Type and Description

7.   Purchasing Company                Name

Literal or data entry permitted.  Prints company name.

8.   Purchasing Co.                        Address 1   

Literal or data entry permitted.  Prints the first line of company address.

9.   Purchasing Co.                        Address 2

Literal or data entry permitted.  Prints the second line of the company address.

10.  Purchasing Co.                        Address 3

Literal or data entry permitted.  Prints company city, state, and zip code.

11.  Purchase Order Number

Literal or data entry permitted.  Prints Purchase Order Number.

12.  Page Number

Literal or data entry permitted.  Prints the page number.

13.  Drop Ship Flag         

Literal or data entry permitted.  Prints the drop ship flag.

14.  Change Or Original Flag

Literal or data entry permitted.  Prints the change or original flag.

15.  Order Date      

Literal or data entry permitted.  Prints the order date.

16.  Order Type

Literal or data entry permitted.  Prints the order type.

17.  Current Date  

Literal or data entry permitted.  Prints the date of this transaction.

18.  Duplicate

Literal or data entry permitted.  Prints if it is a duplicate purchase order.

19.  Blanket 

Literal or data entry permitted.  Prints blanket order information.

20.  Do Not Ship If Blanket     

Literal or data entry permitted.  Comment about do not ship if blanket order.

21.  Vendor Name

Literal or data entry permitted.  Prints the Vendor Name.

22.  Vendor Address 1

Literal or data entry permitted.  Prints first address line of the vendor.

23.  Vendor Address 2

Literal or data entry permitted.  Prints the second address line of the vendor.

24.  Vendor Address 3

Literal or data entry permitted.  Prints the third address line of the vendor's address.

25.  Ship To Name

Literal or data entry permitted.  Prints the shipping name of the consignee that will receive the shipment.

26.  Ship To Address 1

Literal or data entry permitted.  Prints the first line of the consignee's ship to address.

27.  Ship To Address 2

Literal or data entry permitted.  Prints the second line of consignee's address.

28.  Ship To Address 3

Literal or data entry permitted.  Prints the third line of consignee's address.

29.  Buyer Name

Literal or data entry permitted.  Prints the buyer's name.

30.  Terms

Literal or data entry permitted.  Prints the terms code associated with this vendor.

31.  Acknowledge Flag

Literal or data entry permitted.  Prints if need acknowledge or not.

32.  Confirm Flag

Literal or data entry permitted.  Prints if confirmation is required.

33.  Fob Flag

Literal or data entry permitted.  Prints Fob flag status.

34.  Ship Via Flag 

Literal or data entry permitted.  Prints Ship-Via flag status.

35.  Collect or Pre-paid

Literal or data entry permitted.  Prints if shipping is collect or pre-paid.

36.  Line Number

Literal or data entry permitted.  Prints the line number.

37.  Quantity Ordered Changed

Literal or data entry permitted.  Prints if the quantity ordered has been changed.

38.  Quantity Ordered

Literal or data entry permitted.  Prints the quantity of this item that was ordered.

39.  Unit Of Measure

Literal or data entry permitted.  Prints the measurement unit by which this item is sold.

40.  Item Number

Literal or data entry permitted.  Prints the item number.

41.  Vendor Item Number

Literal or data entry permitted.  Prints the vendor's item number.

42.  Request Date Changed

Literal or data entry permitted.  Prints the new request date if it was changed.

43.  Order Request Date

Literal or data entry permitted.  Prints the date that the order is being requested.

44.  Cancel Indicator

Literal or data entry permitted.  Prints if order was canceled.

45.  Blanket Type (If Blanket)

Literal or data entry permitted.  Prints what type of blanket order.

46.  Item Description Line 1

Literal or data entry permitted.  Prints the first line of information that describes this item.

47.  Item Description Line 2

Literal or data entry permitted.  Prints the second line of information that describes this item.

48.  Unit Price

Literal or data entry permitted.  Prints the price for one unit of this item.

49.  Extended Price

Literal or data entry permitted.  Prints the extended price for the each line item.

50.  PO Line Item Comment 1

Literal or data entry permitted.  Prints comment number 1.

51.  PO Line Item Comment 2

Literal or data entry permitted.  Prints comment number 2.

52.  Line Additional Comment 1

Literal or data entry permitted.  Prints the additional comments.

53.  Line Additional Comment 2

Literal or data entry permitted.  Prints the additional comments.

54.  Extended Comments

      (1-15)

Literal or data entry permitted.  Prints the extended comments.

55.  Items Total Price

Literal or data entry permitted.  Prints the total price for all items.

56.  Header comment 1

Literal or data entry permitted.  Print header comment line 1.

57.  Header Comment 2

Literal or data entry permitted.  Prints header comment line 2.

58.  Header Comment 3

Literal or data entry permitted.  Prints header comment line 3.

59.  Header Additional                    Comment

Literal or data entry permitted.  Prints additional comment line

60.  Header Addit. Comment 2

Literal or data entry permitted.  Prints header additional comments.

61.  Header Addit. Comment 3

Literal or data entry permitted.  Prints header additional comments.

62.  Drop Ship Literal

Literal or data entry permitted.  Prints if order is drop ship.

63.  Purchase Order Header

Literal field entry.  This is the header to the purchase order.

64.  User Defined Line 1

Literal field entry.  You may enter any additional text in this field.

65.  User Defined Line 2

Literal field entry.  This is an extra line for adding additional text.

66.  User Defined Line 3

Literal field entry.  This is an extra line for adding additional text.

67.  User Defined Line 4

Literal field entry.  This is an extra line for adding additional text.

68.  User Defined Line 5

Literal field entry.  This is an extra line for adding additional text.

69.  User Defined Line 6

Literal field entry.  This is an extra line for adding additional text.

 

70.  User Defined Line 7

Literal field entry.  This is an extra line for adding additional text.

71.  User Defined Line 8

Literal field entry.  This is an extra line for adding additional text.

72.  User Defined Line 9

Literal field entry.  This is an extra line for adding additional text.

 

Copy Form

 

Name

Type and Description

Enter Form Number To Copy From

2 numeric characters.

 

This will copy one form to another.  This allows changes to be made without having to build the entire form from scratch.

Enter Form Number To Copy To

2 numeric characters.

 

Enter the new form number.

 

Delete

 

Name

Type and Description

Enter Form Number To Delete

2 numeric digits

 

Enter the invoice form number you wish to delete.

 

List

 

Name

Type and Description

Starting Form No

2 numeric digits.

 

Enter the starting form number, or press RETURN for All.

Ending Form No

Enter the ending form number.

Print Detail/Summary ?

1 alphabetic character.

 

Enter D for detail or S for summary.

 

The default is S.

 

 
Grid

 

Name

Type and Description

Enter Number Of Lines On The Form

2 numeric characters.

 

Enter the number of lines to print on the form.

Enter Number Of Columns On The Form

2 numeric characters.

 

Enter the number of columns.

Enter Interval To Mark Lines

2 numeric characters.

 

This will mark a horizontal line on the grid for every interval.

Enter Interval To Mark Columns

2 numeric characters.

 

This will mark a vertical line on the grid for every interval.

 

 

 

 


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Purchase Order Form Setup Screen 1

 

 

 

 

 

 

2

 

Purchase Order Form Setup Screen 2

 

 

 

 

Screens
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Purchase Order Form Setup Screen 3

 

 

 

 

 

 

4

 

Purchase Order Form Setup Screen 4

 

 

 

 

Screens
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Purchase Order Form Setup Screen 5

 

 

 

 

 

 

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Purchase Order Form Setup Screen 6

 

 

 

 

Screens
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Purchase Order Form Setup Screen 7

 

 

 

 

 

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Purchase Order Form Setup Screen 8

 

 

 

 

Screens
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Purchase Order Form Setup Screen 9

 

 

 

 

 

 

10

 

Purchase Order Form Setup Screen 10

 

 

 

 

Screens
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Purchase Order Form Setup Screen 11

 

 

 

 

 

 

12

                                                                    

Purchase Order Form Setup Screen 12

 

 

 

 

Screens
                                     P U R C H A S E    O R D E R

 

 

 

            XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

            XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

            XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX                999999‑99   99

            XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

 

                                                              XXXX      XXXXXXXX

                                                   99/99/99  XXXXXXXX   99/99/99

 

 

 

 

            XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX        XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

            XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX        XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

            XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX        XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

            XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX        XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

 

 

 

XXXXXXXXXXXXXXX       XXXXXXXXXXXXXXX  XXX  XXX XXXXXXXXXXXX XXXXXXXXXXXXXXX XXX

 

 

 

 999 *99,999.999  XX XXXXXXXXXXXXXXX XXXXXXXXXXXXXXX              *99/99/99 XXXX

        XXXXXXXXXX   XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX  999,999.9999

                     XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX    Ext Price = 99,999,999.99

                     XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

                     XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

                     XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

                     XXXXXXXXXXXXXXXXXXXXXXXXXXXXX

 

                  XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

 999 *99,999.999  XX XXXXXXXXXXXXXXX XXXXXXXXXXXXXXX              *99/99/99 XXXX

        XXXXXXXXXX   XXXXXXXXXXXXXXXXXXXXXXXXXXXXXX  999,999.9999

Screens

 

 

 

 

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30_______|_________|_________|_________|_________|_________|_________|________30

31.......|.........|.........|.........|.........|.........|.........|........31

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