After
a requisition, that requires Purchasing oversight, is created by a department requestors,
approved and budget checked it must be sourced into a purchase order (PO) then
sent to the appropriate vendor by the appropriate Purchasing Buyer.
Add/Update POs:
- Purchasing>Purchase Orders>Add/Update POs
.png "Purchase Order")
Business Unit: NAUBU
PO ID: NEXT (The system will automatically choose the next
available PO ID after save.)
Add
.png "Maintain Purchase Order")
PO Date: Defaults
to current date. It is only necessary to
change the date during Fiscal year end processing.
Vendor: Will populate
after choosing the Vendor ID
Vendor ID: Type the
vendor ID is known, or use the magnifying glass lookup to search for an ID
Buyer: Defaults to your
Buyer ID. Change if creating a PO on
behalf of another buyer.
PO Reference: Type a
description of the PO, this is for reporting/searching purposes.
Copy From: Choose
“Requisition” from the drop down menu
.png "Copy Purchase Order from Requisition")
Requisition ID: Type the
requisition number or choose from magnifying glass lookup.
Buyer: Type the buyer of being used or choose from magnifying
glass lookup
Origin: PUR
Include Reqs with No Vendor: Check the box
Include Inventory Items: Check the box
Exclude Auto Source Item: Check the box
Search
.png "Copy Purchase Order from Requisition")
Select
the checkbox next to the requisition line to be copied into the PO
Copy To
PO
.png "Purchase Order")
Description: Description
copied in from the requisition that can be changed at this time.
PO Qty: Quantity of item copied in from the requisition that
can be changed at this time.
UOM: Unit of Measure of item copied in from the requisition
that can be changed at this time.
Category: Category of item copied in from the requisition that
can be changed at this time.
Price: Unit Price of item copied in from the requisition that
can be changed at this time.
Add
Comments (This link may be “Edit Comments” if there were comments copied
from the requisition)
Add/Edit Comments:
.png "PO Header Comments")
Use
Standard Comments
.png "Standard Comments")
Comment Type: Choose
from magnifying glass lookup
Comment ID: Choose from
magnifying glass lookup
OK
Comment Field: The
standard comment can be added to at this time.
Send to Vendor: Check this box to show this comment on the PO
for the vendor
Show at Receipt: Check this box to show this comment on the
receipt
Show at Voucher: Check
this box to show this comment when the Voucher is created
“+”: Use to add an
additional comment line
OK
Change Ship To:
PO
Defaults
Override
Ship
To: Select the Ship To location that has
the correct use tax associated
OK
Apply: Check the box next to the line of
changes you would like to apply
OK
Save and Approve PO:
Select
the checkbox next to “Open” to change the status to “Approved”
Save
Notice the PO ID has
changed from NEXT to the next available ID.
***
Predecessors:
The requisition must be fully approved and budget checked in
order for it to be created into a PO.
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