Delivery Tab

 

The Delivery tab contains information about where goods ordered on this PO should be delivered. It also collects delivery contact information and any special delivery instructions. The address that is transmitted to the vendor (final delivery vs. receiving address) depends on the radio button that is selected in the Add to Vendor section.

 

The following table explains the fields on this tab. With the exception of the last two fields listed, all fields pertain to the Final Delivery section. When the PO is initiated, all information in the tab is populated from the information in the same tab of the requisition. The fields described below apply only if the default information from the requisition needs to be updated by Purchasing.

 

Delivery tab field definitions

Title

Description

Address 1

Required (display-only); automatically populated from data in Building. May be entered manually if you clicked the Building Not Found button.

Address 2

Optional; Entered manually if an additional line of address is needed.

Building

Required. Enter a valid building code, or use the Lookup Icon to search for one. Only buildings that correspond with the delivery campus will be displayed. Selection of a building automatically completes the Address, City, State and Postal Code fields.

City

Display-only. Automatically populated from data in Building. May be entered manually if you clicked the Building Not Found button.

Country

Display-only. Automatically populated from data in Building. May be entered manually you clicked the Building Not Found button.

Date Required

Optional. Defaults to the date required from the requisition. Change or enter a date on which delivery is required or use the date from the calendar tool.

Date Required Reason

Optional. If a date required has been specified, select the appropriate date required reason from the list.

Delivery Campus

Required. Defaults to the delivery campus that was selected on the requisition. Search for another campus by clicking the lookup button.

Delivery Instructions

Optional. Enter text describing any special delivery instructions for the item(s).

Delivery To

Required. This entry defaults to the user's name on the requisition. The User lookup can be used if the name needs to be changed.

Email

Optional. This entry defaults to the email address from the requisition.

Phone Number

Optional. This entry defaults to the phone number from the requisition.

Postal Code

Display-only. Automatically populated from data in Building. May be entered manually if you clicked the Building Not Found button.

Receiving Address

Display-only after the PO has been approved. Defaults to the central receiving address from the requisition. May be changed by using the lookup icon.

Room

Required. Enter the room number to which delivery should be made.

Shipping Address Presented to Vendor

Required. Defaults to the indicator selected on the requisition.

State

Display-only. Automatically populated from data in Building. May be entered manually you clicked the Building Not Found button.

 

More:

Vendor Tab