Entering a create PO order

A create PO order lets you obtain the items from a vendor and receive the items into your inventory. You can then package the items with other items from your inventory and ship the order to your customer. This procedure explains how to enter a create PO order:

See Entering a customer order.

Add a customer order.

Note: You can also define these options by selecting a Create PO order type when you add the order.
Click Options for an item to open Line Options (OE13.1).

Note: If you do not enter vendor information, then the primary vendor becomes the default.
Select Y (Yes) in the Create PO field on the Shipping tab.
If you want all inventory and Create PO items to ship together with one invoice, then select Y (Yes) in the Ship Complete field on the Process tab.
Select OK.
If you want to add freight charges or add-on charges, then click Order Opts. Then define freight charges on the Freight tab, or define add-on charges by clicking Add-Ons.

Freight charges can be passed on to the purchase order in the form of a purchase order add-on charge. To do this, ensure that the freight code you use has been set up with a purchase order add-on charge.
Release the customer order.

Follow-up steps for a create PO order

The order continues in the Purchase Order application, creating a purchase order and receiving the items from a vendor. This chart highlights an overview of the purchase order and invoice process. For more information, see the Purchase Order User Guide.