Content Comparison

  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 
   
   

   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.

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By default the system will not allow any purchase order to be deleted. However this is a bundled, non-mandatory rule, meaning it may be disabled under the Rules interface (see org.ssdt_ohio.usas.model.po.POPreventDelete). If the rule is disabled only purchase orders that do not have any other information tied to it such as an invoice, check, etc related transactions (i.e. invoices and disbursements) may be deleted.  Otherwise, the purchase order cannot be deleted.

1. Search desired purchase order on grid
2. Click on  to delete the purchase order.
3. Click on "Delete" to confirm the deletion.

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