Manually adding a purchase order

If a PO arrives by fax, phone, or paper, you can add the PO directly into Infor WMS Warehouse Management or use Excel Import feature.

Note:  You can use the Excel Import and Export features to create or update purchase orders. With the Import feature, you can import, at a minimum, only the fields required to create a purchase order; or you can import additional data into other purchase order fields. With the Export feature, you can export all of the purchase order data to an Excel worksheet. For additional information on the Import and Export features, see the Infor WMS Introduction and Navigation User Guide.

An application-generated PO number is automatically created. If necessary, this number can be changed to a non-sequential value (for example, add a letter or name). If the number is changed to a sequential number that has not yet been used by the application, it can later cause duplication errors, resulting in application termination.

To add a PO directly into the application:

  1. Select Inbound > Purchase Order to open the Purchase Order screen.
  2. Click New to open the Purchase Order and Purchase Order Detail screens in Form view.
  3. In the Buyer/Owner field, specify the name of the buyer who is purchasing the product.
  4. Specify information for optional PO screen fields as needed.
    Note:  Your warehouse might require information for some fields that the system considers optional.
  5. On the Purchase Order Detail screen, do one of the following:
    • In the Item field, specify an item code for the first detail line.
    • To find and select an item, use the Lookup feature.
  6. In the UOM field, select a unit of measure (UOM).
  7. Based on the UOM you selected, in the Ordered Qty field, specify the quantity of the item ordered.
  8. To save the PO, click Save.
  9. To specify an additional line or lines, click New on the PO Detail screen and repeat steps 5-8.
  10. Click Save.
    Note: 
    • To flag inbound quality control inspections, select Yes in the QC Required field. If you want to automatically adjust rejected quantities, select Yes in the QC Adjust field.
    • When an ASN is created using the Populate from Purchase Order option on the ASN screen, these fields are used to only populate the corresponding fields on the ASN.
    • The QC flags on the purchase order line are referenced during RF receipt even if there is not an existing ASN/Receipt line for the purchase order line.