Creating Purchase Orders

If you require requisitions for purchase orders, add the requisitions first using the Requisition Entry form.
Make sure you have full information for each purchase order, including vendor number, purchase order number (if you enter your own document numbers), requisition number (if required), your company's shipping and billing locations or addresses for the purchase order, arrival date and type of purchase order, and the vendor's address, contact, phone numbers, tax group, and terms code.
For each item on the order, find out the item number, unit of measure, quantity to order, and location (if you use Inventory Control). For items for which no record exists in your system, you also must have turned on the Allow Non-inventory Items option and know the general ledger expense account for each detail.
For each drop-shipment, find out the address and customer number or inventory location (if applicable, and you have Inventory Control) for the shipment.
If you use multicurrency accounting, find out the rate type, rate date, and exchange rate to use for each purchase order.
If the purchase order is job-related, get (for each item detail) the contract, project, category, resource (if applicable), billing type and rate, and A/R item number.

Choose Purchase Order Entry from the P/O Transactions folder to add purchase orders.
Use the PO Order Number field to add a new purchase order. Press the Tab key or click the New button.

If you do not want Purchase Orders to assign the order number, type the new number yourself.

Type the vendor number or select it from the Finder. You can also type a new vendor number, not yet added in Accounts Payable.
Complete the Purchase Order Information and Vendor Information tabs with the information you need for the purchase order.
Add the details, optional field entries (if used) and other information for the purchase order.
In multicurrency ledgers, edit the exchange rate information, if necessary.
Click the Post button to post the purchase order.

See also