Creating a Manual Purchase Order

Navigate to:

Suppliers > New > Purchase Order

A blank Purchase Order screen will open.

Select your Supplier Name.

After selecting your Supplier Name, you have the option of entering 2 different LineTypes:  Item (Part Number) or General Ledger GL Account

Manually adding Item Number(s) toPurchase Order

Enter the full Item Number if known, or enter a portion of the Item Number in the Item Number box.  You may use the * (asterisk) to help with the Item Number search.

After you have selected the Item Number, you will be prompted for the Quantity.  The Quantity will default to 1.0. Enter the Quantity needed and press OK.

Adding a General Ledger account to the Purchase Order.

After all parts have been manually added you may enter a Supplier Message and/or an Internal Memo as needed.

After entering all lines for the Purchase Order, you will have several options for saving the Purchase Order.  Choose the option that applies to your user Role and Permissions. Until the Purchase Order is Approved you cannot use the PO to create an IR/Bill

Approval Status = Unapproved

After Approval

After the Purchase Order is Approved nothing can be added to the PO without pressing the Edit Approved PO button.