Requirements

  • Source ID and Site ID – The user must make sure the Source ID and Site ID is created. In the Purchase Order module under Setup, the PO Sites browse screen can be accessed and the Site ID can be added in accordance with the purchase order being created.
  • Address ID – There must be a valid Order Address and Remit Address assigned to the vendor attached to the purchase order. If there is not an Order Address that automatically populates the “Order Address” field, the purchase order will be created.


Creating a Purchase Order

  1. Procurement → Purchase Orders → Add Tab → Purchase Orders (standard)
  2. Populate applicable fields using the field description below as a guide. Click the Save button once all fields are populated.
  3. Upon saving, errors and/or warnings will display, if required fields are not populated.


FIELDSOpt.Rec.Req.Description
Fiscal Year--♦FY in which PO created
Source ID--♦Site PO was ordered
Ship to Site ID--♦Site PO is received
P.O. Identification--♦Identifying the PO
Verbal PO Flag♦--For reporting purposes
Blanket PO Flag♦--Open PO for extended period
Multi-Year Pro. Flag♦--PO open for multiple Years
Vendor ID--♦Vendor PO is from
Order Address ID--♦Address PO is sent
Remit Address--♦Address check is sent
Order Address--♦Automatically populated
Order/Approved By♦--Person placing order
Ship VIA♦--Agency shipping PO
F.O.B.♦--Free On Board
Delivery Date♦--Date PO is delivered
Terms♦--Payment terms
Attention To♦--Contacts Name
Salesman♦--PO seller
Estimated PO Cost♦--Recom. For Proration
Shipping/Handling♦--Recom. For Proration
Opt. = Optional  Rec. = Recommended  Req. = Required


Lines and Transactions

  • Once saved, three buttons will illuminate indicating the next step in the Add Purchase Order process is available to advance to: Add Document, Add Lines, Add Transactions
  • Depending on if the user uses P.O. Lines based on the box flagged in the Purchase Order Generic Setup Variables, the Add Lines button may or may not illuminate.