Purchase Order

Purchase Order allows users to keep track of the purchases that are being made from their suppliers and records the details of the ordered inventory items.

Users must be notified with a warning message when attempting to post a purchase order beyond the cut-off day and time. Any purchase order posted beyond the cut-off day and time is flagged as a Rush order.

Refer to the Setup à Hierarchy à Locations section in this guide for more information on configuring Delivery Rules.

The Purchase Orders page displays the following details:

  • Completed - the number of orders completed

  • Pending - the number of orders pending

  • Return to vendor - the number of orders returned to vendor

Navigate to Procurement à Purchase Order. The Purchase Order page appears. By default, the purchase orders listed under Load from PO are displayed.

A screenshot of a computer Description automatically generated

Purchase Order displays the list of purchase orders under the following tabs:

  • Load from PO - displays the list of purchase orders

  • Load Requisition - displays the list of requisitions

  • Load Purchase Request - displays the list of purchase requests

  • Vendor Punchout - displays the list of vendor punchout transactions

Navigate to Procurement à Purchase Requests à Load from PO. A list of purchase orders with the following details are displayed under All Purchase Orders:

Field

Description

Purchase Order#

The system generated purchase order number.

Revision No

The purchase order revision number.

Supplier

The name of the supplier.

Delivery Date

The delivery date of items.

Location

The location where the items are transferred to.

Purchase Order Total ($)

The chase order total.

Reference

Optional text field.

Entered On

The date the purchase order was entered.

Approval Status

The status of item approval.

Users can perform the following functions under Purchase Orders:

  • Creating purchase orders

  • Filtering purchase orders

  • Setting processing options

  • Modifying purchase orders

  • Duplicating purchase orders

  • Printing purchase orders

  • Cancelling purchase orders

  • Loading requisitions in purchase orders

  • Loading purchase requests in purchase orders

  • Configuring vendor punchout from PO

  • Posting return to vendor