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
Select the Search icon, enter Purchase Orders, and then choose the related link.
The Purchase Orders list page opens.
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.
On the General FastTab, select the No. and Purchaser Code, check the Document Date. Fill in the Buy-from fields.
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.
On the Shipping and Payment FastTab, select or confirm the Ship-to location. Select Pay-to vendor if applicable.
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
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.
On the Item Charge Assignment page, select Suggest Item Charge Assignment.
Select the way by which the assigned item charge will be distributed when the document has more than one line of item type.
Click OK.
On the action bar, select Home > Release > Release.
The purchase order is released.