Procedures

Create a Purchase Order from Sales Order Form

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Create PO from Order Form

1. Go to the Order record that is in either CONFIRMED or APPROVED status
2. Select Extended Menu > Create PO For This Order
   • At the prompt, select whether you want to create a drop ship PO or not
3. The Purchasing Queue for the Order will open with the appropriate Line Items
4. Select the Items you are ready to purchase and for each row, verify the corresponding attributes: Vendor (required), Quantity, Drop-Ship flag, Notes
5. Edit as needed via the Extended Menu
6. Select the Extended Menu > Create Purchase Orders for Selected Items
7. In the pop up window that appears, indicate whether or not you wish to use the Order Line Item’s Cost
8. The newly created Purchase Order will open in a new window
   •  Each Purchase Order item maintains the link to the associated Order Item