Recording a purchase order in the VUE accounting system is essential for effectively managing transactions between buyers and sellers. Learn how to accurately post purchase order entries to enable seamless monitoring and reconciliation of financial operations.
Navigate to: Accounting > Accounts Payable > Purchase Orders
Inside the Primary Grid:
- Filter/Sort the primary grid to locate the open Purchase Order record.
- Select the Purchase Order by clicking on the corresponding line.
Within the Purchase Orders Screen:
- Click the
button in the Action Ribbon to open the Post Purchase Order window.
2. Input the invoice number in the Reference field, if applicable
Note:
If an Invoice # is input on the Purchase Order record before posting, the invoice number will pull into the Reference field.
If an Invoice # was not input on the Purchase Order record before posting, the PO Number will pull into the Reference field.
If an Invoice # is input on the Purchase Order record before posting, the invoice number will pull into the Reference field.
If an Invoice # was not input on the Purchase Order record before posting, the PO Number will pull into the Reference field.
3. Click the [Post] button
4. The Purchase Order contains a batch number as a hyperlink to the journal.
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