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Individual user purchase order processing is controlled by a variety of variables, such as User account where the Account Filter and Role (and the Permissions assigned to those Roles) are defined for each user, User Preferences,  Rules, etc. By default the system will give a warning if the budget's remaining balance will go negative. Remaining balance is either unencumbered balance or unencumbered balance - outstanding requisitions depending on whether the pre-encumbrance module is enabled and the specific rule(s) the district has enabled.

USAS-R contains an optional module to provide support for the optional Classic USAS Requisition Approval functionality.  If this module is enabled,  a Custom Field will be available on the requisition to indicate it's status, and requisitions may only be converted to a purchase order after the status has been set to approved by a user with the appropriate security.  This module also activates an optional "transmission status" Custom Field on the PO so that an outside purchasing system may optionally tell USAS whether the PO was already transmitted to the vendor.

Create Purchase Order

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1. From the Transaction menu select 'Purchase Orders'
2. Click on 'Create'
3. Enter in desired information into the purchase order
   1. click on the blue plus sign to add line items
      1. The only appears beside the account code dimensions if the user has the ability to create accounts
   2. if it is desired to charge an item to multiple accounts click on the price or qty icon.
4. Click on Validate
5. Click on Post to post the purchase order to the system, click on Cancel to not post the purchase order and return to the Purchase Order Query, click on Save Draft to save the purchase order outside of the system for later use.

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If the total price is greater than 9,999,999.99 it MUST be entered into the pop up rather than the original item screen

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The collapse button   rolls all of the split items up into the first account code, so you only see one account code, which is how the purchase order will look when printed. The first account code entered is called the "combined item" meaning the line item the rest of items are being rolled up into when collapsed. The line items underneath the combined line item are called "split items."

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