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      <blockquote>
        <div class="ho_OverviewHeading"><a name="829155">Purchases window</a>—Miscellaneous layout</div>
        <div class="b_Body"><a name="819058">The </a><span style="font-weight: bold;">Miscellaneous</span> layout of the <span class="w_Widgets">Purchases</span> window enables you to record purchase adjustments or purchase transactions that you don’t need to print or email a purchase order for. </div>
        <div class="hp_ProcedureHeading" onclick="WebWorks_ToggleDIV(WebWorksRootPath, &quot;wwdd818376&quot;);">
          <span class="N_007eProcBullet"></span><a name="818376">Field Descriptions</a><script type="text/javascript" language="JavaScript1.2">WebWorks_WriteArrow(WebWorksRootPath, "wwdd818376", false);</script></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVOpen("wwdd818376", false);</script>
        <div class="hps_ProcedureSubheading"><a name="824002">Quote/Order/Bill</a></div>
        <div class="b_Body"><a name="870255">Choose </a><span class="w_Widgets">Quote</span>, <span class="w_Widgets">Order</span> or <span class="w_Widgets">Bill</span> from the drop-down list.</div>
        <div class="hps_ProcedureSubheading"><a name="824015">Supplier</a></div>
        <div class="b_Body"><a name="886770">Enter the name of the supplier. If any orders have been created for the selected supplier, a window appears </a>listing all orders for this supplier. You can select an existing order, or you can create a new purchase.</div>
        <div class="hps_ProcedureSubheading"><a name="886771">Terms</a></div>
        <div class="b_Body"><a name="824050">This field automatically displays the default credit terms for this supplier, which were entered on the </a><span class="w_Widgets">Buying </span><span class="w_Widgets">Details</span> tab of the supplier’s card.</div>
        <div class="b_Body"><a name="886793">To change the terms for this purchase, click the zoom arrow next to the </a><span class="w_Widgets">Terms</span> field.</div>
        <div class="b_Body"><a name="886794">To change the terms for future purchases, click the zoom arrow next to the</a><span class="w_Widgets"> Supplier</span> field, then click the <span class="w_Widgets">Buying Details</span> tab.</div>
        <div class="hps_ProcedureSubheading"><a name="887443">Tax Inclusive</a></div>
        <div class="b_Body"><a name="887444">Select this option if you want to enter tax inclusive amounts on the purchase. </a></div>
        <div class="hps_ProcedureSubheading"><a name="885601">Purchase #</a></div>
        <div class="b_Body"><a name="885602">The purchase number is automatically generated. If you want, you can enter a different number.</a></div>
        <div class="hps_ProcedureSubheading"><a name="885625">Date</a></div>
        <div class="b_Body"><a name="844975">Enter the date of the purchase.</a></div>
        <div class="hps_ProcedureSubheading"><a name="857225">Supplier Inv #</a></div>
        <div class="b_Body"><a name="857229">If your supplier has given you an invoice, enter the invoice number in this field.</a></div>
        <div class="hps_ProcedureSubheading"><a name="824141">Description column</a></div>
        <div class="b_Body"><a name="824143">Enter a description of the item or service you’re buying.</a></div>
        <div class="hps_ProcedureSubheading"><a name="824145">Allocation Account (or Account Number) column</a></div>
        <div class="b_Body"><a name="824147">Select the accounts to which you want to assign the line items. Purchases are typically assigned to expense or </a>cost of sales accounts.</div>
        <div class="hps_ProcedureSubheading"><a name="824150">Amount column</a></div>
        <div class="b_Body"><a name="824152">Enter the amount that you’re charged for each line of this transaction.</a></div>
        <div class="hps_ProcedureSubheading"><a name="824160">Job column</a></div>
        <div class="b_Body"><a name="824162">If you use the jobs feature, enter the job number you want to assign this line item to.</a></div>
        <div class="hps_ProcedureSubheading"><a name="828076">Tax column</a></div>
        <div class="b_Body"><a name="887868">Select the tax codes that apply to the line items.</a></div>
        <div class="hps_ProcedureSubheading"><a name="824201">Subtotal</a></div>
        <div class="b_Body"><a name="824203">The total of the amounts in the </a><span class="w_Widgets">Amount</span> column.</div>
        <div class="hps_ProcedureSubheading"><a name="827444">Tax</a></div>
        <div class="b_Body"><a name="885799">The total of the tax amounts in the transaction. If you want to change the tax amount, click the zoom arrow </a>next to this field to open the <span class="w_Widgets">Tax Information</span> window, where you can change the amount. You can only change the tax amount if the transaction hasn’t been recorded.</div>
        <div class="b_Body"><a name="886845">Note that changes to the tax amount are reported in the </a><span class="w_Widgets">Transaction Review</span> step of the Company Data Auditor.</div>
        <div class="b_Body"><a name="887514">If you selected the </a><span class="w_Widgets">Tax Inclusive</span> option, the calculated tax amount appears in grey, ineicating that it is already included in the total, and is not added to the subtotal.</div>
        <div class="hps_ProcedureSubheading"><a name="827467">Total Amount</a></div>
        <div class="b_Body"><a name="827469">The total amount of the purchase, including tax.</a></div>
        <div class="hps_ProcedureSubheading"><a name="824248">Journal Memo</a></div>
        <div class="b_Body"><a name="885851">Enter a description of the purchase, or accept the default memo. This description will appear on reports and in </a>the Purchases Journal.</div>
        <div class="hps_ProcedureSubheading"><a name="824259">Paid Today</a></div>
        <div class="b_Body"><a name="885876">Enter the amount you paid upfront or as a deposit. </a></div>
        <div class="b_Body"><a name="885926">If you enter an amount, a payment is automatically recorded. When you record the purchase, you will be </a>prompted to verify the Cheque #, Payee and Memo to record on the payment.</div>
        <div class="hps_ProcedureSubheading"><a name="871755">Applied to Date</a></div>
        <div class="b_Body"><a name="871756">The total of the payments and debits that have been applied to this transaction. This field is only available for </a>recorded bills or orders that have at least one payment applied to them.</div>
        <div class="hps_ProcedureSubheading"><a name="871761">History</a></div>
        <div class="b_Body"><a name="871765">Click to view a list of all transactions related to this purchase. This field appears only when viewing recorded </a>bills or orders that have at least one payment applied to them.</div>
        <div class="hps_ProcedureSubheading"><a name="824272">Balance Due</a></div>
        <div class="b_Body"><a name="824274">The balance outstanding on the order or bill.</a></div>
        <div class="hps_ProcedureSubheading"><a name="864455">Save as Recurring</a></div>
        <div class="b_Body"><a name="864459">Click to save the purchase as a recurring transaction and set up a schedule for recording it in the future. </a></div>
        <div class="hps_ProcedureSubheading"><a name="864468">Use Recurring</a></div>
        <div class="b_Body"><a name="864472">Click to select a recurring purchase to record.</a></div>
        <div class="hps_ProcedureSubheading"><a name="871775">Payment</a></div>
        <div class="b_Body"><a name="871779">Click to pay for this purchase. This button appears only when viewing recorded bills or orders.</a></div>
        <div class="hps_ProcedureSubheading"><a name="824327">Order</a></div>
        <div class="b_Body"><a name="824329">Click to convert a quote to an order. This button appears only for saved quotes.</a></div>
        <div class="hps_ProcedureSubheading"><a name="824436">Bill</a></div>
        <div class="b_Body"><a name="824444">Click to convert a quote or an order to a bill. This button appears only for saved quotes and recorded orders.</a></div>
        <div class="hps_ProcedureSubheading"><a name="888147">Spell</a></div>
        <div class="b_Body"><a name="888148">Click to check spelling in the </a><span class="w_Widgets">Description</span> field in the window.</div>
        <div class="hps_ProcedureSubheading"><a name="843454">Category</a></div>
        <div class="b_Body"><a name="843456">Select the category to which you want to assign this transaction. This field appears only if you selected the </a><span class="w_Widgets">Turn </span><span class="w_Widgets">Category Tracking On</span> option in the <span class="w_Widgets">System</span> view of the<span class="w_Widgets"> Preferences</span> window. If you also selected the <span class="w_Widgets">Required</span> option when you chose that preference, you need to select a category before the transaction can be recorded.</div>
        <div class="hps_ProcedureSubheading"><a name="824337">Journal</a></div>
        <div class="b_Body"><a name="824342">Click to open the </a><span class="w_Widgets">Transaction Journal</span> where you can view a list of your purchases.</div>
        <div class="hps_ProcedureSubheading"><a name="886237">Layout</a></div>
        <div class="b_Body"><a name="886238">Click to choose the layout of the purchase:</a></div>
        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bb_Bulleted_inner" style="width: 14.1732pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><span style="font-weight: bold;"><a name="886239">Service:</a></span> Use this layout when purchasing services or items that are not on your Items List.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bb_Bulleted_inner" style="width: 14.1732pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><span style="font-weight: bold;"><a name="886240">Item:</a></span> Use this layout when purchasing services or items that are on your Items List.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bb_Bulleted_inner" style="width: 14.1732pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><span style="font-weight: bold;"><a name="886241">Professional:</a></span> Use this layout when purchasing items or services that are not on your Items List and for which you want to enter a date for each line item.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bb_Bulleted_outer" style="margin-left: 0pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
            <tr style="vertical-align: baseline;">
              <td>
                <div class="bb_Bulleted_inner" style="width: 14.1732pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bb_Bulleted_inner"><span style="font-weight: bold;"><a name="886242">Miscellaneous:</a></span> Use this layout to record purchase adjustments or purchase transactions for which you don’t need to print or email a purchase order.</div>
              </td>
            </tr>
          </table>
        </div>
        <div class="hps_ProcedureSubheading"><a name="824352">Register</a></div>
        <div class="b_Body"><a name="824357">Click to open the </a><span class="w_Widgets">Purchases Register</span> where you can view a list of your purchases.</div>
        <div class="hps_ProcedureSubheading"><a name="824359">Record (or Save Quote)</a></div>
        <div class="b_Body"><a name="824361">Click </a><span class="w_Widgets">Record </span>to record an order or bill transaction. Click <span class="w_Widgets">Save Quote</span> to save a quote transaction.</div>
        <div class="hps_ProcedureSubheading"><a name="824364">Cancel</a></div>
        <div class="b_Body"><a name="824366">Click to close the window without saving the quote or recording the order or bill.</a></div>
        <script type="text/javascript" language="JavaScript1.2">WebWorks_WriteDIVClose();</script>
        <div class="Sample_heading"><a href="280400c-03.htm#843703" name="885475">Tips for this window</a></div>
        <div class="href_ReferenceBlockHeading"><a name="885445">Related Topics</a></div>
        <div class="bbi_BulletedIndented_outer" style="margin-left: 14.1732pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
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              <td>
                <div class="bbi_BulletedIndented_inner" style="width: 9.9216pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="purchases.8.3.htm#1096612" name="887918">Entering purchases</a></span></div>
              </td>
            </tr>
          </table>
        </div>
        <div class="bbi_BulletedIndented_outer" style="margin-left: 14.1732pt;">
          <table border="0" cellspacing="0" cellpadding="0" summary="">
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              <td>
                <div class="bbi_BulletedIndented_inner" style="width: 9.9216pt; white-space: nowrap;">
                  <span style="color: Gray;">■</span>
                </div>
              </td>
              <td width="100%">
                <div class="bbi_BulletedIndented_inner"><span class="l_Link"><a href="purchases.8.15.htm#1088257" name="887922">Changing the status of a purchase</a></span></div>
              </td>
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          </table>
        </div>
      </blockquote>
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