Purchase Orders are used to key in requests for products to be purchased by your organization.
Pre-Requisites
Optional: Purchase Order Types
Optional: Reclass Codes
Step-by-Step Guide
Access the Purchasing
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module
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Select Purchase Order
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> New to create new order
Select a Supplier option. Either key-in the Vendor #, select from the drop-down listing, or click the search ellipses (...) button
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Specify
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a Date and Delivery value
Optional: Specify a Job #, Contract #,
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PO Type, or Reclass.
Note: A Division Master option may make the PO Type field required.
Optional: Specify Shipping & Freight Info such
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as Shipper, Terms, Freight Method,
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or Amount.
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Save
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changes
Specify Inventory type, Item Code, Quantity, and Cost
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.
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Optional: If adding more lines/items to the Purchase Order, click New.
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Save
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Changes
Optional: Click PO Confirmation to display a printable form.
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