Create a Purchase Order
The following steps show you how to create a new Purchase Order from scratch.
1. Navigate to the Purchase Order Menu bar and select “New PO” from the dropdown menu.
2. Enter the required PO header information (e.g. Property, Vendor).
- Once the headers are populated, most of the information on the PO header will default. If needed, update any of the fields such as the Ship To or Bill To address.
- Navigate to the line item tab and click on “Add/Edit Lines” to add line item details.
3. Populate the associated details for the Purchase order (e.g. Description, Unit Price, Property and GL Account, Department/Unit, Tax, etc.)
1. Once the line(s) have been entered, click “Save” on the left menu.
- When you are ready to submit the Purchase Order, click “Process” to submit for approval
(if applicable).
- A “Processing” dialogue box will appear.
i. If Approval is not needed, click “Release” to release the PO or “Cancel” to
make more changes to to the Purchase Order Before submitting
ii. If Approval is needed, click “Submit for Approval” to submit the Purchase
Order into the approval workflow or “Cancel” to make more changes to the Purchase Order Before submitting.
