Purchase order entry
A purchase order represents an agreement between a buyer and a vendor to buy products or services. It also helps in tracking product receipts for the order and accounting for vendor invoices related to it.
Create a purchase order
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Select the Search icon
, enter Purchase Orders, and then choose the related link.
The Purchase Orders list page opens.
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On the action bar, select New.
The Purchase Order card page opens.
Alternatively, you can also access the Purchase Order by selecting New Document > Purchase Order on the action bar of the Vendor Card page.
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On the General FastTab, select the No. and Purchaser Code, check the Document Date. Fill in the Buy-from fields.
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On the Invoice Details FastTab, select or confirm the Currency Code, Payment Terms Code, and Shipment Method Code. Fill in the necessary fields as required.
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On the Shipping and Payment FastTab, select or confirm the Ship-to location. Select Pay-to vendor if applicable.
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On the Lines FastTab, in the Type field, select Item. Enter No. and Description.
Alternatively, you can select multiple items at the same time by selecting Manage > Select items on the Lines FastTab
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You can also add other line types such as G/L account or Charge (Item). To add Charge (Item) lines, select Line > Item Charge Assignment.
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On the Item Charge Assignment page, select Suggest Item Charge Assignment.
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Select the way by which the assigned item charge will be distributed when the document has more than one line of item type.
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Select OK.
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On the action bar, select Home > Release > Release.
The purchase order is released.