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

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  1. From the Transaction menu select 'Purchase Orders'
  2. Click 

  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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  1. Search desired purchase order on the grid.
  2. Click on  to amend the purchase order.
    1. Make desired changes.  More information regarding amended POs is available under MORE INFORMATION at the end of this chapter.
Note

When using the Amend option on a Purchase order, you are not permitted to change the Vendor if the PO has already been invoiced/paid.  You will also not be permitted to modify an existing item. Instead use the 'copy item' Image Added to copy the item you want to change. This will create a new item and you can change the item's quantity, description price or account code at that time.  You will then need to cancel the original item by clicking on the Image Added.  The cancelled item will still be displayed on the PO but with a line crossing it out.

3. Click on Image Modified to saved desired changes to the purchase order.  Click on 'cancel' to not post the changes and return to the purchase order grid.

Edit Purchase Order

New Purchase Orders from an open posting period may be modified. Only fields that are allowed to be edited will be displayed. 

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By default, the vendor must be active.  The default rule affecting this behavior is org.ssdt_ohio.usas.model.po.POVendorActive.  A warning will also be generated if the vendor does not have a default PO location defined.  This behavior is optional and may be customized by disabling or copying the rule org.ssdt_ohio.usas.model.po.PoVendorDefaultPOAddress.

Amending a Purchase Order

When using the Amend option on a Purchase order, you are not permitted to change the Vendor if the PO has already been invoiced/paid.  You will also not be permitted to modify an existing item if that item has been invoiced/paid.  The Amend option will allow you to cancel Image Removed an item.  The cancelled item will still be displayed on the PO but with a line crossing it out .

Then and Now Purchase Orders

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