Procedures

Create a PO from Vendor Form

Example scenarios include:

• Purchase of services – such as training service, legal fees, insurance, rent, hydro
• For recurring services, such as monthly rent, you may create a recurring PO (i.e. a Purchase Order of type “RECURRING”)
• Fulfil inventory stock
• Note: it is NOT recommended that you use this PO creation method for Projects or Calls

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Create PO from Vendor Form

1. Go to a Vendor record (i.e. a Company of Customer Type VENDOR or CUSTVEND).
2. Click the POs tab, then click the Purchase Orders grid ADD icon
   • In the new Purchase Order record that opens, fill out and / or verify the default attributes
   • Click the Line Items tab to add the item(s) you wish to purchase for inventory stock
     • • Click Find Product icon to find inventory Master Part Numbers
       • Highlight the results grid Item row and click Find Product grid Add icon. Repeat as needed
       • In the Line Items grid, edit the editable row attributes directly in the grid as necessary (Quantity, Description, Cost etc.)
       • The default PO Cost amount is pre-filled based on your system configuration (Standard, Last, Average Cost, or None at 0.00), therefore, edit as required to closely match what you expect the Vendor’s Cost to be

      

3. Click the Save icon