Outsource Purchase Order GL Accounts

At times, when creating an outsource purchase order, the user raising the order may have a better idea of which General Ledger Account to specify than the accounts user who enters the supplier invoice after the outsourced job is completed.

The user may open the new OPO to edit and update the Tax Type and Account Revenue fields, located below the ‘Details for supplier’ section on the Outsource Purchase Order:

When selecting a different revenue account on the PO, the tax type associated with the newly selected account does not get pulled onto the Purchase Order.

Tax Types on the Purchase order are determined in the following order:

1. If the supplier has a tax type that has 'Disable operation overrides' this sets the tax type.
2. If there is an operation selected with a GL account and that GL account has tax, this sets the tax type.
3. If the supplier has a tax type set and it is not 'disable operation overrides' set the tax type.
4. Otherwise, determine the default tax rate to apply.
   

This too can be overridden by the user.

When the user receipts in the quantity, if the supplier provided overs, they may be charged for them:

When the order is invoiced, the received quantity, Account Revenue, Tax Rate, Actual Quantity and Actual Price are brought across from the Purchase Order:

To the new invoice:

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