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      <blockquote>
        <div class="ho_OverviewHeading"><a name="829682">Purchases window</a>—Item layout (Receive Items)</div>
        <div class="b_Body"><a name="910808">The Purchases window enables you to create transaction records for the items and services you buy. Choose a </a>layout that best suits the type of transaction you want to enter—item, service, professional or miscellaneous.</div>
        <div class="b_Body"><a name="889951">The Item purchase layout has four statuses</a>—Quote, Order, Receive Items and Bill<span class="Default_Paragraph_Font">.</span></div>
        <div class="b_Body"><a name="885825">Use the </a><span class="eb_EmphasisBold">Receive Item</span> status of the <span class="eb_EmphasisBold">Item layout</span> to record the receipt of an inventoried item when the item has been received with no supplier’s bill.</div>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd818716&quot;);">
          <span class="N_007eProcBullet"></span><a name="818716">Field Descriptions</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd818716", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd818716", false);</script>
        <div class="hps_ProcedureSubheading"><a name="911477">Quote/Order/Receive Items/Bill</a></div>
        <div class="b_Body"><a name="911478">The Receive Items status is only available if the Item layout is being used. If you don’t want to record the receipt </a>of items without a supplier bill, choose Quote, Order or Bill from the drop-down list.</div>
        <div class="hps_ProcedureSubheading"><a name="823679">Supplier</a></div>
        <div class="b_Body"><a name="910892">Enter the name of the supplier. If an order exists for the supplier, a window appears listing the orders. You can </a>choose to work with an order or create a new purchase.</div>
        <div class="hps_ProcedureSubheading"><a name="885985">Terms</a></div>
        <div class="b_Body"><a name="910896">The credit terms that apply to this purchase. The default terms that you entered in the Buying Details tab of the </a>supplier’s card appear automatically. </div>
        <div class="b_Body"><a name="910900">To change the terms for this purchase, click the zoom arrow next to the Terms field. </a></div>
        <div class="b_Body"><a name="910904">To change the terms for future purchases, click the zoom arrow next to the Supplier field to display the Card </a>Information window, then click the Buying Details tab.</div>
        <div class="hps_ProcedureSubheading"><a name="912941">Tax Inclusive</a></div>
        <div class="b_Body"><a name="912942">Select this option if you want to enter tax inclusive amounts on the purchase. </a></div>
        <div class="hps_ProcedureSubheading"><a name="827695">Ship</a> To</div>
        <div class="b_Body"><a name="890854">The delivery address you want to print on the purchase order. </a></div>
        <div class="b_Body"><a name="890855">Your company’s address as you entered it in the Company Information window appears by default. If you want </a>to change the address, click the arrow icon next to the Ship To field and select from: </div>
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                <div class="bb_Bulleted_inner"><a name="890859">My Comp. Addr. - the address you entered in the Company Information window</a></div>
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                <div class="bb_Bulleted_inner"><a name="890869">The five addresses entered in the supplier’s card</a></div>
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                <div class="bb_Bulleted_inner"><a name="890870">Another Card.</a></div>
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        <div class="hps_ProcedureSubheading"><a name="823791">Purchase #</a></div>
        <div class="b_Body"><a name="910945">The purchase number is automatically generated. You can enter a different number if you want.</a></div>
        <div class="hps_ProcedureSubheading"><a name="820237">Date</a></div>
        <div class="b_Body"><a name="910949">Enter the date you received the items.</a></div>
        <div class="hps_ProcedureSubheading"><a name="823823">Supplier Inv #</a></div>
        <div class="b_Body"><a name="910960">If your supplier has given you an invoice number, enter it in this field.</a></div>
        <div class="hps_ProcedureSubheading"><a name="890088">Ordered column</a></div>
        <div class="b_Body"><a name="890126">If you are recording items received:</a></div>
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                <div class="bb_Bulleted_inner"><a name="910975">against an existing order, this column displays the number of items you ordered. You cannot edit this </a>amount.</div>
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                <div class="bb_Bulleted_inner"><a name="890318">and you haven’t already recorded an order for them, enter the number of items you ordered.</a></div>
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        <div class="hps_ProcedureSubheading"><a name="884189">To Date column</a></div>
        <div class="b_Body"><a name="890159">The number of items you have received to date. You cannot edit this amount.</a></div>
        <div class="hps_ProcedureSubheading"><a name="884198">Receive column</a></div>
        <div class="b_Body"><a name="890179">Type the number of items you have received. The number must be less than or equal to the quantity in the </a>Ordered column.</div>
        <div class="hps_ProcedureSubheading"><a name="820257">Item Number column</a></div>
        <div class="b_Body"><a name="820259">Type the item number of the item you have received, or click the search icon to display a list of items to choose </a>from. Only items for which you have selected the <span class="w_Widgets">I Buy</span> option in the item’s record can be selected.</div>
        <div class="hps_ProcedureSubheading"><a name="820265">Description column</a></div>
        <div class="b_Body"><a name="820267">The default description of the item, as entered in the item’s record, appears. You can change the description, if </a>required.</div>
        <div class="hps_ProcedureSubheading"><a name="884188">Price column</a></div>
        <div class="b_Body"><a name="820271">Type the price you expect to pay for each item, or accept the default price, which is the last price you paid for </a>the item.</div>
        <div class="hps_ProcedureSubheading"><a name="820273">Disc% column</a></div>
        <div class="b_Body"><a name="820275">Type the discount percentage that the supplier has offered you, or accept the default percentage entered in </a>the supplier’s record.</div>
        <div class="hps_ProcedureSubheading"><a name="820281">Total column</a></div>
        <div class="b_Body"><a name="820283">If required, change the total </a>dollar amount of each line on the purchase in this column. </div>
        <div class="b_Body"><a name="911136">The default amount is calculated by multiplying the price by the quantity and then subtracting the discount </a>percentage. The final amount is then rounded to the nearest cent. If you change the default amount, the percentage in the Disc% field will automatically change to reflect the new amount.</div>
        <div class="hps_ProcedureSubheading"><a name="874807">Job column</a></div>
        <div class="b_Body"><a name="874808">If you use the jobs feature, type the job number to which the line item of the purchase relates, or click the </a>search icon to display a list of jobs to choose from.</div>
        <div class="hps_ProcedureSubheading"><a name="828556">Tax column</a></div>
        <div class="b_Body"><a name="913479">Select the tax codes that apply to the line items.</a></div>
        <div class="hps_ProcedureSubheading"><a name="889320">Total Units</a></div>
        <div class="b_Body"><a name="889321">The total of the quantities you’ve entered in the Receive column for all items.</a></div>
        <div class="hps_ProcedureSubheading"><a name="820295">Subtotal</a></div>
        <div class="b_Body"><a name="820297">The value of the items received before freight and tax.</a></div>
        <div class="hps_ProcedureSubheading"><a name="827723">Freight</a></div>
        <div class="b_Body"><a name="827731">Enter the amount of freight charged by your supplier to ship the items on this purchase transaction.</a></div>
        <div class="b_Body"><a name="912393">If you assigned a freight tax code to the supplier in the Buying Details view of the Card Information window, </a>the tax code appears in this field. </div>
        <div class="b_Body"><a name="851267">If you want to assign a freight tax code and a tax code doesn’t appear in the Freight field, click the search icon </a>to display a list of tax codes to choose from.</div>
        <div class="hps_ProcedureSubheading"><a name="827772">Tax</a></div>
        <div class="b_Body"><a name="911203">The total of the tax amounts calculated in the transaction. If you want to change the tax amount, click the </a>zoom arrow next to this field to open the Tax Information window, where you can change the amount if you haven't recorded the transaction yet. (A change to the tax amount is reported in the Transaction Review step of the Company Data Auditor.)</div>
        <div class="b_Body"><a name="913045">If you selected the Tax Inclusive option, the calculated tax amount appears in this field, but it is dimmed to </a>indicate that it is already included in the Total, not added to the Subtotal.</div>
        <div class="hps_ProcedureSubheading"><a name="827795">Total Amount</a></div>
        <div class="b_Body"><a name="911218">The total amount of the purchase, including freight and tax.</a></div>
        <div class="hps_ProcedureSubheading"><a name="890384">Comment</a></div>
        <div class="b_Body"><a name="911222">If required, type a comment relating to the purchase, or click the search icon to display a list of comments to </a>choose from.</div>
        <div class="hps_ProcedureSubheading"><a name="823975">Ship Via</a></div>
        <div class="b_Body"><a name="823983">Type the method by which the supplier will ship the remaining items, or click the search icon to display a list of </a>shipping methods to choose from.</div>
        <div class="hps_ProcedureSubheading"><a name="820330">Promised Date</a></div>
        <div class="b_Body"><a name="911242">Enter the date that you expect to receive the remaining items or services. If the purchase transaction is an </a>order, this date will be placed as a reminder in the Orders view of your To Do List. </div>
        <div class="hps_ProcedureSubheading"><a name="820335">Journal Memo</a></div>
        <div class="b_Body"><a name="911252">Enter a description of the purchase, or accept the default memo. This description will appear on various reports </a>and in the Purchases tab of the Transaction Journal.</div>
        <div class="hps_ProcedureSubheading"><a name="895473">Order Delivery Status</a></div>
        <div class="b_Body"><a name="895477">This field indicates whether the order has been printed or emailed. For Receive Item transactions, this field will </a>display the delivery status selected in the supplier’s card, and it cannot be changed.</div>
        <div class="hps_ProcedureSubheading"><a name="820346">Paid Today</a></div>
        <div class="b_Body"><a name="820348">This field is available only if you’re creating a item receipt without first creating an order.</a></div>
        <div class="b_Body"><a name="911279">Enter the amount you paid upfront or as a deposit. </a></div>
        <div class="b_Body"><a name="911280">If you enter an amount, a payment will automatically be recorded for you. When you record the purchase, you </a>will be prompted to verify the Cheque #, Payee and Memo that will recorded on the payment.</div>
        <div class="hps_ProcedureSubheading"><a name="890345">Applied to Date</a></div>
        <div class="b_Body"><a name="890346">The total of the payments and debits applied to date for this transaction. This field appears only when viewing </a>an item receipt to which at least one payment has been applied.</div>
        <div class="hps_ProcedureSubheading"><a name="820359">Balance Due</a></div>
        <div class="b_Body"><a name="820361">The balance outstanding on the purchase.</a></div>
        <div class="hps_ProcedureSubheading"><a name="844479">Category</a></div>
        <div class="b_Body"><a name="911313">Select the category to which you want to assign this transaction. This field appears only if you selected the Turn </a>Category Tracking On option in the System view of the Preferences window. If you selected the Required option when you chose that preference, you must select a category before you can record this transaction.</div>
        <div class="hps_ProcedureSubheading"><a name="890049">Layout</a></div>
        <div class="b_Body"><a name="890053">This button is active only on a new Receive Item.</a></div>
        <div class="b_Body"><a name="911317">Click to choose the layout of the purchase:</a></div>
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                <div class="bb_Bulleted_inner"><span style="font-weight: bold;"><a name="911318">Service:</a></span> Use this layout when you want to purchase a service or item that is not on your Items list.</div>
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                <div class="bb_Bulleted_inner"><span style="font-weight: bold;"><a name="911319">Item:</a></span> Use this layout when you want to purchase a service or item that is on your Items list.</div>
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                <div class="bb_Bulleted_inner"><span style="font-weight: bold;"><a name="911320">Professional:</a></span> Use this layout when you’re purchasing items or services that are not on your items list and you want to enter a date on each line item of the purchase.</div>
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                <div class="bb_Bulleted_inner"><span style="font-weight: bold;"><a name="911321">Miscellaneous:</a></span> Use this layout to record purchase adjustments, or when recording a purchase of items and services that are not on your Items list for which you don’t need to print or email a purchase order.</div>
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        <div class="hps_ProcedureSubheading"><a name="893167">Register</a></div>
        <div class="b_Body"><a name="911325">Click to open the Purchases Register where you can view a list of your purchases.</a></div>
        <div class="hps_ProcedureSubheading"><a name="890045">Record</a></div>
        <div class="b_Body"><a name="911332">Click Record to record the transaction.</a></div>
        <div class="hps_ProcedureSubheading"><a name="911344">Cancel</a></div>
        <div class="b_Body"><a name="911345">Click to close the window without saving the transaction.</a></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="Sample_heading"><a href="280201c-03.htm#911348" name="911402">Tips for this window</a></div>
        <div class="href_ReferenceBlockHeading"><a name="911346">Related Topics</a></div>
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                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="purchases.8.3.htm#1096612" name="913534">Entering purchases</a></span></div>
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                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="purchases.8.11.htm#1088182" name="913538">Receiving items without a supplier bill</a></span></div>
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      </blockquote>
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