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New General Order

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Use this screen to enter a new General Order (see Commissary Orders or Travel Orders for other types of orders).

The order details are the quantity, units and description of an item as well as the Estimated Cost and Account Codes (Program Codes, Activity Codes and Cost Code). See Customise CampControl to configure these codes. You also indicate if the item is a Capital, Rental, Expense or a Service item. Note that a Service Item is for non-physical items, such as contractor invoices. It is important to use this as appropriate (as opposed to Expense items), as Expense items are physical and added to camp inventory.

Enter the Date Required, Purchase Order # (if you're running a separate PO book, otherwise leave blank), Suggested Shipping instructions and any Notes.

For companies operating internationally, the cost can be entered in the local currency and CampControl automatically converts it to a common currency for reporting. Local and reporting currencies are configured on the 'Location' level - see Admin -> Manage Locations.

Suppliers

The supplier can be selected, if it is available and known at the outset. If you have the permissions to add new suppliers, this can be done without leaving the General Order page. Simply select the first item in the Supplier list '[Select Supplier]' and then click on 'Add a new supplier'. Alternatively, to add new suppliers, see Admin -> Manage Suppliers.

Attachments

You may also upload any number of attachments to the order. Examples of these are sales brochures, giving details on a specific item or the invoice, if the order is being added retrospectively.

Authorisation

If the order requires authorisation, select who must authorise the order. Policies, such as spending limits, are not directly handled within CampControl. These should be implemented as company policies with the user placing the order knowing whether they need authorisation or not. Should you wish CampControl to ensure all orders require authorisation, this can be done on a per location basis, using the Admin -> Manage Locations.

Check the “Keep draft copy on Submit” if you want to keep a copy of the order in draft when you submit the order.

This is useful for recurring orders, saving you having to type the order repeatedly. You simply click on the draft order the next time, make any adjustments and submit it.

The three buttons at the bottom of the page allow you to:

“Save Draft” to continue creating the order at a later stage,
“Submit Order” to send it to the Expediters or
“Cancel” to ignore any changes and return you back to the “Draft Orders” screen.

You need the following permissions (see Manage Permissions):

To view this screen: "Create General Order"
To enter orders on behalf of other users: "Create Orders On Behalf Of"