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- Access the Purchasing module.
- Click Purchase Order.
- Click New.
- Select a Supplier option. Either key-in the Vendor #, select from the drop-down listing, or click the search ellipses (...) button.
- Specify a Date value. For example: 10/03/2014
- Specify a Delivery value. For example: 10/13/2014
- Optional: Specify a Job #, Contract #, PO Type, or Reclass.
Note: A Division Master option may make the PO Type field required. - Optional: Specify Shipping & Freight Info such as Shipper, Terms, Freight Method, or Amount.
- Click Save.
- Select an Inventory Type option.
Note: This option is default from a Division Master setting. - Specify an Item Code value. Either key-in the Item #, or right click and select Search to display the Search for Item Code screen.
- Optional: Specify a Comments line value.
- Specify a Quantity value. For example: 10
- Specify a Cost value. For example: 1.99
Note: Pay attention to the label next to the Cost field to determine what unit the system is expecting. - Optional: If adding more lines/items to the Purchase Order, click New.
- Click Save.
- Optional: Click PO Confirmation to display a printable form.
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