Step 1: Navigate to the Home page, use the Search box to find 'Purchase Orders'. Select the related Purchase Order link.
Step 2: On the Purchase Orders page, choose the ‘+New' action. A new blank purchase order will open.
Step 3: On the blank PO, click on the 3 dots next to No. and select Purchase Order.
Step 4: In the Vendor No. field, type a part of the vendor's name or number, and then select the vendor from the drop-down list.
- The vendor's default (or last used) buying-selling details will populate the fields on the purchase order header.
- (Highlighted in Green are the ones which are auto populated from Vendor card. Highlighted in Yellow are the ones which we need to populate.)
Step 5: In the Posting Date field, change the date if you do not want the system to use today's date.
Step 6: Make sure to enter the Job/ Project No. as shown above. If you do not know the Job no. leave it empty.
Step 7: In the Invoice Details Tab; Enter the Pillar and Cost code.
Step 8: On the lines, fill in the Type as Item and in No. fields select the item you wish to create PO against (screenshot above; highlighted in Box).
- The Description and Unit of Measure fields will be filled in automatically based on the item card.
- If you want to give a different Description you can do so in Description field (screenshot above; underlined).
Step 9: In the Quantity field, type the quantity. In the Direct Unit Cost field, provide the unit cost (screenshot above; underlined).
Step 10: Assign the dimensions values on the Dimensions tab by clicking on the Line Function and clicking on Dimension.
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