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Purchase Order


Missing image: po_ribbon.png


To process a purchase order you must first enter the order, approve that order, then receive the items that have been ordered, unless you have created a P.O. with the "auto receive" feature (designed for use only with non-inventory items). Only after a P.O. has been created/edited and received, can it be invoiced, viewed, and committed.  Once the purchase order invoice is committed, it will create accounts payable invoices. 
NOTE:  When using Inventory Control and Purchase Order in a multi-user installation, some practical care must be exercised due to limitations inherent in any multi-user system. For example, try to avoid cases where a number of different users might be adding/editing/processing the same orders at the same time. A good rule of thumb is to close screens you are no longer using (like adding inventory items) before using new screens like purchase order processing.
For a video overview of the Purchasing Module click here.
Purchase Order Data Entry "Ribbon" 
Purchase Order Inquiry "Ribbon" 
Purchase Order Reports "Ribbon" 
Purchase Order Actions "Ribbon" 
Common Purchase Order Transaction Section