Purchase Order Types define the different types of purchase order you can create. They differ mainly in the way orders behave if the order value is exceeded, and in the defaults that are set up on them. You can also override the costing for specific types of order. Order types can be used as a filter on reports and inquiries.
You can set up any number of order types, for example:
normal one-off orders (quantity class Confirmed (C); call this type N; N is the default order type),
bulk orders (quantity class Estimate (E); we recommend you call this type B),
call-off orders (quantity class Hidden (H)),
maximum orders (quantity class Maximum (<)).
Note also that:
to use reserved orders, you must set up an order type with a code of R;
to use template orders, you must set an order type with a code of T;
to prevent the use of reserved or template orders, do not set up order types with codes R or T.
On reserved and template orders, Coins ERP+ ignores the quantity class.
To set up purchase order types:
Use Purchase Order Types.
There is a separate procedure for maintaining Subcontract Order Types (Subcontract Order Types). The only types you need are normal and reserved orders. The quantity class is ignored for Subcontract orders - set it to Confirmed.
For housebuilders schedule orders, you must enter as the value of the parameter HBORDTYP a comma-separated list of the order types that are linked to schedules. You must also enter as the value of the parameter HBBLKTYP a list of the order types that correspond to bulk schedule orders. All the order types in HBBLKTYP must also be in HBORDTYP.