Content Comparison

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

...

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

Image RemovedImage Added

1. From the Transaction menu select 'Purchase Orders'

2. Click 
   
   

   Info
   and options work with the option. If is checked before clicking , it will save the new PO and leave the window open to create another PO. Ifis checked before clicking , 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.

...

Click on  to view a particular purchase order.  Each item on the purchase contains a 'STATUS' column.  Click on the  at the end of each item to display the current status of the item (canceled amount, issued date, paid amount , and payable amount and remaining invoiceable).  You may also hover over the line items description in order to display the entire description.

Image RemovedImage Added  Image RemovedImage Added

Amend Purchase Order

...