Purchase

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Orders

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

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).  Multi-vendors are no longer used

   1. click on the  to add line items
      1. The allows the user to split items by quantity or 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.

Search/View Purchase Order

Purchase Order Grid allows the user to search for purchase orders that have been posted on the system.  Click on  to view a particular purchase order.

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. 

1. Search desired purchase order on grid
2. Click on to 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.

Print Purchase Order

Click on  to submit a copy of a posted purchase order in a desired output format.  Users have the ability to print a single purchase order or a batch of purchase orders at one time. 

Clone Purchase Order

1. Select desired purchase order on grid
2. Click on  to view the purchase order information
3. Click on to clone the purchase order information into a new purchase order.
4. Make any desired changes and click on to post the purchase order to the system, or click on Cancel to not post the purchase order and return to the Purchase Order grid.

Delete Purchase Orders

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. If the rule is disabled only purchase orders that do not have any other information tied to it such as an invoice, check, etc may 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.

More Information on Purchase Order

Purchase Orders by default do not require a vendor number.  No vendor may mean the user just hasn't assigned one yet or that it will be used as a 'multi-vendor' purchase order (non-vendor specific).  Multi-vendors are no longer used. 

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