Creating proposed purchase orders

Customers can create proposed purchase orders through the application.

To create a proposed purchase order:

  1. Select Proposed Purchase Orders > Create Proposed POs.
  2. Click Save.
  3. Specify the proposed purchase order information.
  4. Specify a deliver to address for the location to which parts are to be sent for a specific ship to location.
  5. Specify the name of the customer contact associated with the purchase order.
  6. To add a line item, in the Line Item Detail table, click Add.
  7. Specify the line item information.
  8. Click Save.
  9. Optionally, complete these steps:
    1. To copy a line item, select the line item and click Copy. The line item is duplicated and added to the list.
    2. To remove a line item, select the item and click Delete. The line item is removed.
  10. After all line items have been added correctly, click Save.
  11. To add notes to the purchase order, click the Notes tab.
  12. Specify the notes.
  13. Click Save.
  14. To add allowances or charges, click the Allowances and Charges tab.
  15. Click Add.
  16. Specify the allowance and charge information.
  17. To copy an allowance or charge, select the line item and click Copy.
  18. To remove an allowance or charge, select the item and click Delete.
  19. To make the proposed purchase order available to the supplier, click Publish.