Add or Change Claiming Information for an Order
To add or change claiming information for a purchase order:
Note:
When you create a purchase order using a template, the claiming data is automatically filled in based the purchase order template. If you did not use a template, the claiming data from the supplier record is copied to the purchase order and all the line items when you select the supplier. You can add, modify, or delete claiming information on the purchase order, but you must first select a supplier.
- Open the Purchase Order workform.
- Type the number (1-5) in the Maximum claims box to indicate the number of claims to go to the supplier before canceling an ordered item.
- In the Days after release/expected arrival box, type the number of days between the time a purchase order line item is released and the time the first claim is generated.
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Open the Purchase Order workform.
- Enter the claim cycle information as follows:
- Select the Cancel notice check box to generate a cancellation notice.
- Select the Claim notice check box to generate a claim notice.
- Select the Auto cancel check box to automatically cancel the items after the claim cycle is over.
- Type a number in the Cancel wait period box to indicate the number of days to wait after the last claim is sent out before canceling items ordered from this supplier.