Creating a purchase order

When you first create a purchase order, you do not list any specific parts or services. After the purchase order is saved you can use the Purchase Order InfoViewer to add line items for the specific parts being ordered. You can also use the InfoViewer to track deliveries against the purchase order and link purchase orders to requisitions.

  1. Select Inventory > Materials Management > Create Purchase Order.
  2. Specify an identification number for the purchase order in the Reference Number field.
  3. Specify contact information for the purchase order.
    You can specify these contacts: vendor, purchase order, and invoice.
  4. Click Save. A new purchase order is created, assigned the next available identification number, and opened in the InfoViewer. The new purchase order has a status of Draft.