Creating a Purchase Order

Updated by Cheryl Wallace

Purchase orders (POs) can be initiated from an approved purchase requisition for one or more vendors, in bulk using the Reorder Worksheet, or a single PO can be created on this page.

  1. Click Purchasing in the left side menu bar and click Purchase Orders.
  2. Click to add a purchase order.
  3. Enter information in the fields. The minimum required information is Stocking Location, Vendor and PO Date.
  4. Click the Details tab.
  5. Add the details for each part number to be ordered on the purchase order.
    1. Select a part number to order. Either used Add Detail to enter or lookup a part number or click above the grid to use the Parts Catalog.
    2. Enter the minimum required information of the Qty Ordered, Cost, and Conversion Factor.
    3. Add any additional information for the line item.
  6. Click  to save the PO record. The Purchase Order number will be displayed in the confirmation message.​​

Purchase orders must be approved before the can be received against.

See also:

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