Creating proposed purchase orders
Customers can create proposed purchase orders through the application.
To create a proposed purchase order:
- Select .
- Click .
- Specify the proposed purchase order information.
- Specify a deliver to address for the location to which parts are to be sent for a specific ship to location.
- Specify the name of the customer contact associated with the purchase order.
- To add a line item, in the Line Item Detail table, click .
- Specify the line item information.
- Click .
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Optionally, complete these steps:
- To copy a line item, select the line item and click . The line item is duplicated and added to the list.
- To remove a line item, select the item and click . The line item is removed.
- After all line items have been added correctly, click .
- To add notes to the purchase order, click the Notes tab.
- Specify the notes.
- Click .
- To add allowances or charges, click the Allowances and Charges tab.
- Click .
- Specify the allowance and charge information.
- To copy an allowance or charge, select the line item and click .
- To remove an allowance or charge, select the item and click .
- To make the proposed purchase order available to the supplier, click .