Purchase Order Entry - Overview

Use the Purchase Order Entry form to:

• Enter, edit, and post purchase orders, including active, blanket, future, and standing purchase orders.

• Enter purchase order details.

• Specify drop-ship addresses for purchase order details.

• Check and edit tax distributions by detail line and for the purchase order.

• Import and export purchase orders.

To get help on any field in the Purchase Order Entry form, click the Field List button (above).

For help on particular tasks, choose one of the following topics:

Creating purchase orders

Changing a purchase order

Changing tax information

Consolidating requisition details on purchase orders

Day-end processing of purchase orders

Day End Processing of Job-Related Transactions

Deleting purchase orders

Editing currency exchange rates

Entering blanket purchase orders

Entering future purchase orders

Entering standing purchase orders

Importing purchase orders

Printing purchase orders

Processing purchase orders

Using security with purchase orders

Click one of the links below for help on using the corresponding tab:

Use the Post button to post the purchase order or to post changes you have made to existing purchase orders.

Use the History button to open the Purchase History form and check information about the items you have purchased from your vendors.

Use the Close button to close the Purchase Order Entry form.

To find out about additional forms that you can open from the Purchase Order form, choose from the following:

Bill-To Location

Comments/Instructions

Item Tax Distribution

Drop-Ship Address

Create PO From Requisition

Ship-To Location

Click these icons for information about using the corresponding buttons:

Before you start

Before you enter new purchase orders, you should define the following Purchase Orders information:

• Ship-via codes

• Templates

In Accounts Payable:

• Define the terms codes you want to use for the purchase orders you will enter.

• Add records for the vendors for whom you will enter purchase orders (you can also enter purchase orders with vendor numbers you have not yet added to Accounts Payable, then add the vendors to Accounts Payable later).

You should also use the Options form to:

• Edit or verify the lengths, prefixes, and numbers you want the program to assign to purchase orders, if you want the numbers assigned automatically.

• Select the options to use when processing purchase orders.

• Select a default template code (optional).

• Define any optional fields you want to add to the Purchase Order Entry form.

You must also set up the following information:

• Tax records in Common Services.

• Currency records (multicurrency ledgers) in Common Services.

Non-existent vendor records. You can enter a purchase order for a vendor who is not in Accounts Payable, but you must add the vendor before you post an invoice, credit note, or debit note for that vendor in Accounts Payable.

One-time vendors. If you frequently make one-time cash purchases, create a record for one-time vendors in Accounts Payable.

• Item, price list, location, account set, and category records in Inventory Control.

See also

Credit/Debit Note Entry Form - Overview

Invoice Entry Form - Overview

Processing purchase orders

Purchase Orders processing overview

Receipt Entry Form - Overview

Requisition Entry Form - Overview

Return Entry Form - Overview