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  Please click here to view a short video on how to create a purchase order.

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A purchase order is a document authorizing a seller to deliver goods, with payment to be made at a later date. Monies are encumbered when a purchase order is created.

Create Purchase Order

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1. From the Transaction menu select 'Purchase Orders'

2. Click Image Modified
   
   

   Info
   Image Addedand Image Addedoptions work with the Image Added option. If Image Addedis checked before clicking Image Added, it will save the new PO and leave the window open to create another PO. IfImage Addedis checked before clicking Image Added, it will close you out of the PO window.

   
   

3. Enter desired information into the purchase order

   Info
   Purchase Orders by default do not require a vendor number.  No vendor means the user hasn't assigned one yet or that it will be used as a 'multi-vendor' purchase order (non-vendor specific). The creation of multi-vendor vendor numbers is no longer needed in the redesign.

   1. Click on the  to add line items.
   2. Click   or  to move item up or down in listing of line items.
   3. Click on the  to copy line items.
      
      1. The allows the user to split items by quantity and the allows the user to split by price
         
4. Click on to post the purchase order to the system, click on Cancel to not post the purchase order and return to the Purchase Order grid.

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