Concepts

Tasks

Settings

Creating a Purchase Order

A purchase order is a document that lists materials, tools, or services that need to be purchased. It usually contains information about the supplier of the items. Each item to be purchased is listed on a separate line on the purchase order. Once the purchase order is complete, you can print it and send it to the supplier.

You can create a purchase order from scratch, from a work order task requirement, or from a requisition. This topic explains how to create a purchase order from scratch.

Note: When you link a purchase order to a contract, only resources and prices from the contract can be included. Likewise, contract resource prices cannot be used on a non-contract purchase order.

To Create a Purchase Order from Scratch

1.	Select the site’s Purchasing view.

2.	Click New. The Purchase Order window appears.

3.	Enter or browse to search for the Supplier for the purchase order.

4.	If you are purchasing items which are listed on a contract, select the contract from the Contract list. Selecting a contract will limit the resources that you can add to the purchase order to those listed on the contract.

5.	Enter a Title for the purchase order.

6.	On the Details tab, select the Requested by employee, and the Buyer responsible for the purchase order.

7.	On the Terms tab, select the Deliver to warehouse.

8.	On the Lines tab, you can add lines to the purchase order by clicking New or Browse. For detailed instructions, see Adding Lines to a Purchase Order.

9.	Select the Terms tab to enter the terms and conditions that apply to this purchase order, and if this is a consignment order.

10.	Select the Contact Info tab. In the Send to box, verify the contact person to whom you will send the purchase order, and the method that you will use to send the purchase order to the supplier.

11.	Select the Distribution tab.

12.	Select whether you want the costs of the purchase order to be charged to a single account or to be distributed by line. If you select by line, you can choose to charge each purchase order line to a separate work order, asset, or GL account number.

13.	Select the Comments and Instructions tabs to Enter any comments or instructionsyou would like to include with the purchase order.

14.	Once you have completed the purchase order, you can perform any of the following actions:

•	Sending Purchase Orders for Approval

•	Sending a Purchase Order to a Supplier

•	Printing a Purchase Order

15.	When you are finished, Save and Close the Purchase Order window.