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 module
Select Purchase Order > 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
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
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.
