Manual Purchase Order

Transaction Permission: Manual Purchase Order is needed.

Create a new Manual Purchase Order

1. Open the Purchase Orders screen

2. Search for the vendor

3. Select the location

4. At the bottom of the screen, click the new button on the button bar

5. Fill in the Part No, List price, Description, and Qty (if left blank, the Qty will default to "1")

6. If you need to add additional lines, click the Add Purchase button

7. When finished, click the Save button on the button bar

1. Select the Purchase Order and click the Print button

2. The Purchase Order will open. Choose the e-mail or print button to process

1. Open the Purchase Order screen

2. Search by Vendor or PO #

3. The Status will show as "OPN" (open). Double-click the line to select the Purchase Order

4. Click "Receive All" and then Save

Manual PO lines can be invoiced like normal PO lines

1. Open the AP Invoices screen

2. Type in the PO # and refresh

3. Click the "New Invoice" button

4. Key the invoice information

1. Invoice Number

2. Date

3. List and Cost of lines

4. Click the check mark to set the lines

5. Save