Dev: Purchase Order System Design

Integration

Account Payable

Invoice records (APTINVHD) will be tied to Purchase Orders rocords.

Bill of Lading

Bill of Lading records act as the detail for material received on a Purchase Order Detail records.

Table Layout

POTPOHD

SESSION_NO	INTEGER
TRANS_NO	INTEGER
VENDOR_ID	VARCHAR(10)
PO_NO	INTEGER
PO_AMOUNT	NUMERIC(15,4)	(Recalced as needed)
STATUS	CHAR(1)	New /order Placed/Complete/Cancelled/BackOrder??
CONTACT	VARCHAR(20)	(LINK TO CCTCONTACT??)
PHONE_NO	VARCHAR(30)
PAYMENT_TERMS	VARCHAR(2)	(Default: APTVEND)
ORDER_DATE	DATE	(Default: Today)
EXPECTED_DATE	DATE
TAX_AUTHORITY	VARCHAR(4)	(Default: ARTPLANT)
EXPIRATION_DATE	DATE
ORDERED_BY	VARCHAR(10)
AUTHORIZED_BY	VARCHAR(10)
????BUDGET_DATE	DATE	(Warns if attempt to post trx on any other date)
-- also consider
JOB info
SHIP_TO (1-4)
SHIP VIA
CONDITION_1	VARCHAR(40)
CONDITION_2	VARCHAR(40)
CONDITION_3	VARCHAR(40)
CONDITION_4	VARCHAR(40)
INSTRUCTION_1	VARCHAR(40)
INSTRUCTION_2	VARCHAR(40)
INSTRUCTION_3	VARCHAR(40)
INSTRUCTION_4	VARCHAR(40)

POTPODET

SESSION_NO	INTEGER
TRANS_NO	INTEGER
LINE_NO	SMALLINT
PRODUCT_CODE	VARCHAR(20)
DESCRIPTION	VARCHAR(35)
ORDER_UM	VARCHAR(2)
STOCK_UM	VARCHAR(2)	(Default: ARTPROD)
QTY_ORDERED	NUMERIC(15,4)
QTY_DELIVERED	NUMERIC(15,4)
UNIT_PRICE	NUMERIC(15,4)
TAXABLE	CHAR(1)

PO issues to consider….

• Header / Detail Possibilities
  • PLANT_NO / TAX_AUTHORITY
  • ALLOW_BACKORDER
• Freight Handling – by detail line?Flat / per Unit?Require separate detail entry?
• PO # range by plant / prefixing / masking?

• PO Items may be…

• • Resalable or not
  • Stocked or non-stocked
  • uncoded??? Items
  • Misc Items
  • Services
• Linking to Assets (future)
• Parts for trucks
• Plants
• After the fact linking to parts/plants
• INVENTORY ITEMS VS PRODUCTS - Place all in ARTPROD?
• Material Receipts Integration
• Security

Strategy options for tracking incoming material

• Bill of Lading Header Detail
• Tickets flagged in inbound
• $$$ only from AP (where inventory tracking is not needed) (To be considered)

APTINVDT

Preliminary --- Most Changes Unlikely

PO_SESSION_NO	INTEGER
PO_TRANS_NO	INTEGER
PO_LINE_NO	SMALLINT

See Also:

Development Development Home Page

DEV: Bill of Lading

Dev: Material Receipts System Design