Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Next »

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

Pre-Requisites

  1. Vendors
  2. Optional: Purchase Order Types
  3. Optional: Reclass Codes

Step-by-Step Guide

  1. Access the Purchasing module.
     
  2. Click Purchase Order.

  3. Click New.

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

  5. Specify a Date value. For example: 10/03/2014

  6. Specify a Delivery value. For example: 10/13/2014

  7. Optional: Specify a Job #, Contract #, PO Type, or Reclass.
    Note: A Division Master option may make the PO Type field required.

  8. Optional: Specify Shipping & Freight Info such as Shipper, Terms, Freight Method, or Amount.

  9. Click Save.

  10. Select an Inventory Type option.
    Note: This option is default from a Division Master setting.

  11. Specify an Item Code value. Either key-in the Item #, or right click and select Search to display the Search for Item Code screen.

  12. Optional: Specify a Comments line value.

  13. Specify a Quantity value. For example: 10

  14. 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.

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

  16. Click Save.

  17. Optional: Click PO Confirmation to display a printable form. 

 

Video
  • No labels