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How to create a PO from the purchase order menu

This article will walk you through the steps of creating a PO from the purchase order menu.

Step by Step Guide:

    1. Navigate to JOBS > Purchase Orders.

    2. Select CREATE A NEW PURCHASE ORDER.

    3. Enter or Select the following information:

    • 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

    8. Click POST.

    Tip: 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