Task 4: Enter additional information about the purchase
The fields that appear at the bottom of the Purchases window differ, depending on the type of purchase you are creating.
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Enter optional details, such as a comment, shipping method, and the date the goods or services were promised.
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Bill Delivery Status
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If you want to print or email the purchase in a batch, select the required bill delivery method from the list.
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The journal memo is generated automatically. You can change it if you want.
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If you want to change the tax amount of the purchase, click the zoom arrow (
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Enter any charges for freight. If the freight charge is taxable, mark the checkbox.
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Type an amount here to indicate how much money you paid at the time of the purchase or, if you are creating an order, how much money you gave as a deposit.
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Enter additional information for a quote, order and invoice, up to 1000 alphanumeric characters. This field can be printed on the form by adding the field when customizing.
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If you need to add specific information or notes for a quote, order or bill, you can enter up to 1000 alphanumeric characters in the Notes field. The notes entered can be viewed and printed. To print the Notes field on the form, the form must be customized. For more detailed information on adding a data field to a form, see Customizing forms.
