Creating a PO 

When you click on the Add button on the Browse Purchase Orders screen, fields for entering a new purchase order are opened.

The data from the PO header (A on the picture below) is entered in the list, and PO line items (B on the picture below) in the lower list.

PO header data includes: Desired supplier (1It is possible to add suppliers that are registered as well as suppliers that are used only by your company (treated as My Suppliers).my supplier), delivery time, description, attachment2A click on the icon opens the input window for the attachment. To select a file, click on the + in the opened window. After loading it close the window. and note.

By pressingEnteron your keyboard the data is saved.

 

You can insert new PO line items in 2 ways:

 

1. Inserting new line items manually

 

When you press the Enter button, a window opens for entering data related to the item. Once all required data has been entered3The fields marked in red are mandatory, while the fields marked in light blue are not mandatory., the new line item is saved by clicking on the Confirm button.

 

2. Copying items from a requisition

 

A click on the button Add item from Requisition opens a new screen containing a list of all available requisitions (in the upper part4The requisition can be filtered by supplier, status and material. Filters are located in the upper right corner of the screen.) and a list of line items on the selected requisition (in the lower part) .

To select the desired requisitions and items simply on the check boxes next to the requisition code. Your selection must be confirmed by clicking on the Confirm button in the lower right corner.

After that, it is necessary to enter required (or optional) data for each added item i.e. unit price, unit of measure, currency, description for suppliers, description for procurement, detailed place of delivery, tax rate, discount (%) .

 

Additional information related to the PO can be added by selecting the Additional button. A screen with specific input fields opens.

Confirm the entry by clicking on the Confirm button.

 

Before sending the PO for approval, it is necessary to create a PDF version of the PO.

By clicking on the Create PDF button the PDF is created and downloaded, so that you can open it in your preferred PDF previewer.

 

A created PO can be modified, deleted, copied or sent for approval.

 

When you click on the Forward button, a window containing a list of approvers is opened. The list will contain default approvers (company settings), but you can also change the order or add/remove approvers. By clicking on the Forward Order for Approval button, the PO is sent for approval.

After approval, you can send the PO to the selected supplier by clicking on the Submit button.

A window for sending e-mails opens and the previously created PO (in PDF format) is added as a file attachment, as well as additional attachments (if added).

 

EXPORT PO LIST TO MS EXCEL

If you click on the button to export POs to MS Excel, a MS Excel file containing a list of POs will be created.