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.
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Add a customer order.
Note: You can also
define these options by selecting a Create PO order type when you
add the order.
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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.
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Select Y (Yes) in the Create PO field on the Shipping
tab.
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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.
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Select OK.
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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.
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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.
