Purchase Orders (POs) can be created by the following steps:
- Click the Inventory Management Tab, this will open the Inventory management Desktop
- On this Desktop the view all Purchase Orders Listbox can be opened
- Press the New Purchase Order Icon in this Listbox
- Fill out the Purchase Order information on the Home Tab Form
- Home Tab Categories:
- Request Details - Initiator and Date - Before you can use them, you need to setup an Organization that represents your own organization.
- General Information - PO ID, PO Number, Charge Account and PO Notes
- Billing and Shipping - Purchaser, Bill To, Payment Method, Ship To and Shipping Method
- Supplier Details - Supplier and Supplier Contact - Before you can use them, you need to setup an Organization that represents your Supplier.
- Date Options - PO Date, Required Date, Estimated Delivery Date and Payment Due Date
The PO Home Tab is illustrated below complete with the procedure steps to create a new PO:
Next we need to add parts to the PO and then submit the PO for approval, approve it and finally place the PO. Note: The Purchase Order can't be moved to it's next state unless Part Definitions are first attached to the PO.
Use the Purchase Requisition Approval and Purchase Order print out icons to move the PO through your purchasing procedure to order the required parts from your suppliers.
