Create a New Parts Purchase Order
How to Create a New Purchase Order
Navigate to: Parts > Management > Purchase Orders
Inside the Primary Grid:
- Click [New] in the Action Ribbon.
Within the Purchase Orders screen:
- Input a Description, if appropriate.
- Input the Vendor Number or Vendor Name and press Enter, or click the magnifying glass to open the Vendor Search window.
- Inside the Vendor Search grid, Filter/Sort and select the Vendor.
- Input the P/O Account, or click the magnifying glass to open the Account Number Search window.
- Inside the Account Number Search grid, Filter/Sort and select the Account Number.
- Input the Discount Account, or click the magnifying glass to open the Account Number Search window.
- Inside the Account Number Search grid, Filter/Sort and select the Account Number.
- Input the Invoice #, if appropriate.
- Click the [Add] to input the Description, Quantity, Net Price and Account, if applicable.
- Click [Save] in the Action Ribbon.