Creating a Purchase Order (Accounts Payable)

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Accounting > Accounts Payable > Purchase Orders

Inside the Primary Grid:

1. Click the [New] button in the Action Ribbon.

Within the Purchase Orders Screen:

2. Input the Description.

3. Input the Vendor number in the first field.

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Click the magnifying glass in the first or second field to search for a Vendor.

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Click the Vendor hyperlink to create a new vendor.

4. Input a P/O Account number, if applicable.

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Click the magnifying glass to search for an account number.

5. Input an A/P Account number, if applicable.

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Click the magnifying glass to search for an account number.

∟ The A/P account that is defined in the Default Settings will automatically populate in the field.

6. Click the [Add] button to add a line to the posting grid.

7. Input a Description.

8. Input the Quantity of items.

9. Input the Net Price of each item.

10. Input the G/L Account number for the items to be expensed.

∟ If a P/O Account number was input, the Account number field will populate with the same G/L Account number.

∟ If the user does not know the account, click in the Account field and press the [Tab] or [Enter] key to search the Browse Accounts grid.

11. If the account selected is controlled, input the control number in the Control field.

12. Click the [Save] button in the Action Ribbon.

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