Content Comparison

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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

   1. PO # : Purchase Order can be entered or if left blank will default to the next purchase order number based on the Transaction Configuration.
   2. Date: The transaction date must be in an open period.
   3. Vendor: Users can search for vendor by vendor number or primary name. Wild cards (%) can be used to search. 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 Redesign.
   4. Description: Purchase Order header description.
   5. Deliver By Date
   6. Delivery Address: Select delivery address from drop down. Delivery Addresses shown based on setup in Core > Delivery Address page. User can also type in address.
   7. Terms
   8. Attention
   9. Source: Shows Requisition number for Purchase orders created by converting a Requisition.
   10. Summary
   11. Created Date: Date Purchase Order transaction created in USAS-R.
   12. Amended: When a Purchase Order is amended this box will automatically be checked.
   13. Invoiceable: Indicates a Purchase Order is still open and able to be invoiced.
   14. Multivendor
   15. Modified Date: Updated when the purchase order is directly edited or amended. Does not update when the purchase order is invoiced.
   16. Posted Date: Used with third party applications. This field will automatically populated to the Created date for new Purchase Orders and then will update to the Modified Date if the PO is edited or amended.
   17. Then and Now: Will automatically be checked when a Then and Now transaction is processed. User will receive a warning when invoicing using a date prior to the purchase order date.
4. Click on the  to add line items.
1. Enter desired information into the Purchase Order Items
   1. click on  or  to move item up or down in listing of line items.
   2. click on the  to add line items.

   3. click on the  to copy line items.
      
      
      
      

      Info
      There is not a limit on the number of line items that can be added to a Purchase Order. However, transactions with a large number of line items may take longer to save, clone, and invoice.

      
      

2. Charges
   
   1. The  icon allows the user to split items by quantity and the icon allows the user to split by price.
      
      1. Split by Quantity 100
         1. Use the  to add additional charges
         2. Modify the Quantity to split the price of the line item between the accounts entered
         3. Click Accept to save
         4. Click Close to return to the Purchase Order
            
            
      2. Split by Price  - is only available for items that have a quantity of 1.00
         1. Use the  to add additional charges
         2. Modify the Unit Price to split the price of the line item between the accounts entered
         3. Click Accept to save
         4. Click Close to return to the Purchase Order
            
            
   2. To enter an account code for the charge:
      
      1. Use the drop down to select an account
      2. Begin typing the account code to narrow down the selections 
         1. Note: When typing the account code it is necessary to include the hyphens 
      3. Use the  icon to open a pop up window for the account search
         1. The account search option includes the remaining balance and percent expended amounts
            
            

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