Creating a purchase order

Note: You can also create purchase orders from the Request panel. Right-click a record and select Create Purchase Order. To create a purchase order for multiple requests, select two or more requests while pressing Ctrl on your keyboard.
  1. Select Basics > Purchase Order.
  2. Click the New icon.
  3. Specify this information:
    Purchase Order Number

    Specify a purchase order number.

    The purchase order number serves as the identifying code for your purchase order within the application.

    To generate an ID, click Generate ID.

    To configure the ID Generator, see Configuring ID Generator.

    Supplier
    Select a supplier from the list.
    Note: If you create a purchase order from the Request panel or add an item mix to the purchase order, and a supplier is available on the request, a default value from the supplier record will be set in this field.
    Facility
    Specify a facility.
    Warehouse
    Specify a warehouse.
    Buyer
    Displays the name of the currently logged-on account.
    Request By
    Displays the name of the currently logged-on account.
    Reference PO Number
    Specify a reference purchase order number.
    Currency
    Select a Currency from the list. You can define currency in Setup.
    Note: If you create a purchase order from the Request panel or add an item mix to the purchase order, and a supplier is available on the request, a default value from the supplier record will be set in this field.
    Order Type

    Select an order type from the list.

    You can define purchase order types in Generic Lookup.

    Payment Terms

    Select payment terms from the list. You can define payment terms in Generic Lookup.

    Note: If you create a purchase order from the Request panel or add an item mix to the purchase order, and a supplier is available on the request, a default value from the supplier record will be set in this field.
    Payment Method

    Select a payment method from the list.

    You can define payment methods in Generic Lookup.

    Delivery Method

    Select a delivery method from the list.

    You can define delivery methods in Generic Lookup.

    Note: If you create a purchase order from the Request panel or add an item mix to the purchase order, and a supplier is available on the request, a default value from the supplier record will be set in this field unless a delivery method is specified on the request.
    Delivery Terms

    Select a delivery term from the list.

    You can define delivery terms in Generic Lookup.

    Note: If you create a purchase order from the Request panel or add an item mix to the purchase order, and a supplier is available on the request, a default value from the supplier record will be set in this field.
    Due Date
    Specify a due date.
    Status

    Select a status from the list.

    You can define status in Generic Lookup.