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Create a Purchase Order

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Purchase orders help forecast your inventory needs, suggest parts to be ordered, and maintain your stocking levels. Purchase Orders also allow you to update parts in bulk, instead of making adjustments one part at a time. 

Contents

  • Create a Purchase Order
  • Create Purchase Orders from Suggestions

Create a Purchase Order

  1. Navigate to Purchase Orders.
  2. Click the New Purchase Order button and the form displays.

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  1. Complete the Required Information fields:
Field Description

Warehouse

Who you are ordering for.

The warehouse that the purchase order is delivered to. To override the default setting, click the Warehouse field list, then select the desired warehouse.

PO #

A unique purchase order number. The PO # is either automatically generated or you create it yourself, depending on how the purchase order module is configured in the module settings. You cannot use a purchase order number that has already been assigned.

Vendor

Who you are ordering form.

 Vendor assigned to the purchase order. If the vendor you want is not listed, you must first create a vendor record before you can generate a purchase order.

Budget

Who is paying for the parts.

Budget that the purchase order is assigned to.

Status

The current status of the purchase order is displayed in the top left corner of the page.  To change, select the appropriate status in the bottom right corner of the page.  

Sales Tax

The sales tax used for this purchase. The initial sales tax setting is the default value from the selected vendor. To override the default setting, select NO TAX or a custom value created in the Vendor Module Settings.

Date

Date of the purchase order. To override the default date, type a different date in the field or click the calendar icon in the Date field.

Ship To

Name of the entity, the item is being shipped to.
  1. Either the click the following:
    • Create Purchase Order button; this creates the purchase order and you can then update the purchase order later. 
    • Create & Open button, and this opens the purchase order where you can make further edits. Learn more in Edit Purchase Order.

Create Purchase Orders from Suggestions

When a Part quantity drops below the Suggested Quantity or a Non Stocked Part is required for a Work Order, the Part appears in the Suggestion List making it available to add to a Purchase Order.

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When viewing the list, the suggestion reason is identified in the Reason Column.

  • Parts with low stock display the Inventory icon clipboard_ebf57bbeab081484f2da0aeaa13e33fe4.png 
  • Parts needed on a Work Order display the Work Orders Icon clipboard_e5f2f72878d846e8c0ec8494240d891ba.png

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Hover over the Work Order Icon to display the Work Order Numbers.

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Create a Work Order with Suggested Parts

From the Suggested Purchase Orders screen, complete the following:

  1. Check the Parts check box.
  2. Click the Add To Order List button.


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The Select a Vendor dialog displays.

  1. From the Vendor drop-down, select the vendor.
  2. If need check the Make preferred vendor check box.
  3. Click the Save button.

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  1. In the Order Qty field, enter in the amount.


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  1. Click the Create Purchase Order(s) button.

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The Create Purchase Order(s) dialog displays.

  1. Confirmation the purchase order creation, click the Create button.

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The purchase order is now created.