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.