To add or change master purchase orders

Contents - Index - Previous - Next

To Add or Change Master Purchase Orders

1. Select the Data Entry tab, Purchase Order Module and double-click on the Add or Change Purchase Order Module step.
2. The Purchase Order Setup pop-up is displayed.
3. Enter the number of days to ship and select a default buyer, division, department and product on the Purchase Order Setup pop-up.
4. Press [OK] to display the purchase order entry screen.
5. The Purchase Order Entry screen is displayed in EDIT MODE. To change to ADD MODE, press [New] on the toolbar. To return to EDIT MODE, [Save] the current purchase order.
6. In EDIT MODE, type the master order number or select a number from the Select Order # list. All information related to the master purchase order is displayed and can be edited. Go to step seven if you are adding a master purchase order.
7. Type the first letters of the supplier's name and press enter to select a supplier from the list.
8. Check the box for Master P.O.
9. Enter the amount for the master purchase order. This is the pre-approved amount that can be purchased with this master purchase order. Each purchase order that uses this master order will be deducted from this amount. Once this amount has been used, no other purchase orders can select this master number.
10. Enter the master purchase order information.
11. Press [Save] to save any changes to the master purchase order.
12. The screen returns to EDIT MODE when the master purchase order is saved. To return to ADD MODE, select [New] from the toolbar or press Ctrl + N.
13. Either select a master purchase order for editing, enter a new master purchase order or press [Close Current Window] or Alt + F + C to return to the Main Module.