Purchase Order process flow

Purchase Order Setup

While setting up the Purchase Order application, you must consider the purchasing needs of your central reporting structure. Specifically, you need to determine pricing needs, buyer groups, vendor groups, and cost defaulting hierarchies.

Creating and Issuing Purchase Orders

When you create and issue purchase orders, you indicate items and item quantities that you need and then send that information to the vendor. The Purchase Order application provides different methods for creating and issuing purchase orders which allow you to customize the order process to suit your business needs.

Receiving Goods

Receiving goods is the process of accepting items from the vendor. The Purchase Order application provides options for receiving goods which allow you to accept, reject, or accept under certain conditions.

Posting to the General Ledger

At the end of a transaction period, you can close the Purchase Order application to allow all transactions for that period to post to the general ledger. This process promotes accurate transaction balances to be kept in your organization.

Purchase Order: A Big Picture

To represent Purchase Order's major processes, this user guide is divided into four main parts.

The big picture flow illustrates Purchase Order's four main processes, breaks the processes down into subprocesses, and serves as a reminder of where you are in the big picture.