Renewal Options Window

Begin Date

Enter the beginning date for the range of renewals coming up that you want to renew. (This is the date in the Next Renewal Date field on the PO line. For example, enter “09/01/2003”.)

End Date

Enter the ending date for the range of renewals coming up that you want to renew. (This is the date in the Next Renewal Date field on the PO line. For example, enter “09/30/2003”.)

Location

The location in the PO header. Complete this field if you want to narrow the list of renewals to a certain location.

Enter the location in the PO header.

Fiscal Year

Enter the fiscal year to set the budget for the new fiscal year, or leave this field blank if there is a valid non-fiscal year allocation.

Set Price By

Lets you choose what the price will be for the renewed purchase order.

You can choose only one of these options:

PO Price. Choose this option if you want the renewal price to be the same as the one entered for the PO line you are renewing from.

If you choose this option and you have a vendor discount percentage, Horizon applies the vendor discount percentage. This is because the discounted amount applies to a purchase order’s total amount on order.

Set Price By Payments. Choose this option if you want the renewal price to be the payment amount entered on the existing PO line’s statement, excluding any prorated extra charges.

If you choose this option and you have a vendor discount percentage, Horizon does not apply the discount percentage to the renewed amounts. This is because the discounted amount applies to a purchase order’s total amount on order, not to an agreed upon payment amount for renewals (which may or may not be related to the purchase order’s total amount on order).

Set Price By Payments and Charges. Choose this option if you want the renewal price to be the payment amount entered on the existing PO line’s statement, including any prorated extra charges.

If you choose this option and you have a vendor discount percentage, Horizon does not apply the discount percentage to the renewed amounts. This is because the discounted amount applies to a purchase order’s total amount on order, not to an agreed upon payment amount for renewals (which may or may not be related to the purchase order’s total amount on order).

Vendor

The vendor you are ordering from. You specified the vendor when you created the purchase order. To change the vendor, click the Vendor button and search for the vendor you want. This is a display-only field.

 


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