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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 
   
   

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   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

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   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 and clickImage Addedicon to open pop up window.
2. Click on Image RemovedImage Added to amend the purchase order.
   1. Make desired changes.

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1. Search desired purchase order on grid and clickImage Addedicon to open pop up window.
2. Click on Image Removed Image Addedto edit the purchase order
   
   1. Make desired changes
3. Click on  to save desired changes to the purchase order, click on Cancel to not post the changes and return to the Purchase Order grid.

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When the vendor's 'invoice date'  or the 'invoice date' on the invoice is prior to the purchase order date, the purchase order will be labeled as a then and now PO on the system. When viewing a PO, the  'Then and Now' field will be checkmarked.  You can also add the 'Then and Now' field to the PO grid in order to filter on it. 

 TIP Re-open a Purchase Order:  If you need to re-open a purchase order, query the last invoice against the PO and click on the 'partial' action button located on the invoice line items. Please note that the posting period of the last invoice posted must be open in order to change the status to partial. 

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