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How to create a PO from the purchase order menu.

There are a few ways to create a purchase order. This article will walk you through the steps of creating a PO from the purchase order menu.

Steps:

  1. Navigate to JOBS > Purchase Orders.          
  2. Select CREATE A NEW PURCHASE ORDER.
  3. Enter or Select the following information. 
    Field Description
    Supplier  Enter or select a supplier 
    Office  Enter or change the office -  If required 
    Date Enter or change the date - If required
    Default Tax Code  Enter or select the tax code 

    Default Tax %

    		 Default tax %
    Layout  Select the layout 
    Nominated Approver Enter or select a nominated approver - (add if the scenario approvals are in place) 
  4. If the PO is a Billable Cost - Enter or Select the BILLABLE JOB NO and TASK TYPE CODE.
  5. If the PO is for an Overhead Cost - Uncheck the BILLABLE JOB NO. box and enter or select the GL ACCOUNT NO.
  6. Enter the Unit and Rates.
  7. Click SAVE or SAVE & CLOSE
  8. Click POST.  

Depending on the users' approval rights, Final Approval cannot be made until the invoice has required Manager Approvals

It's important to mention that once a Purchase Order (PO) is established, we cannot alter it. However, in the event that the necessary approvals are granted, we do have the capability to cancel and reissue a new one