Create Purchase Orders

Purchase Orders are used to key in requests for products to be purchased by your organization

Pre-Requisites

Vendors

Optional: Purchase Order Types

Optional: Reclass Codes

Access the Purchasing module 
 

Select Purchase Order > New to create new order 

Open

Select a Supplier option. Either key-in the Vendor #, select from the drop-down listing, or click the search ellipses (...) button
Specify a Date and Delivery  value

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.

Save changes

Open

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.

Optional: If adding more lines/items to the Purchase Order, click New.

Save Changes

Optional: Click PO Confirmation to display a printable form.