How to Create Purchase Order

How to Create Purchase Order

Follow the Process to Create a Purchase Order

  1. Navigate to the Web Portal and login
  2. There are 2 ways to create a new Purchase order
    a. Create a Purchase Order from Supplier Quote Menu
  3. On the left-hand main menu, select Purchasing and Bills> Supplier Quotes
  4. Once the Supplier quote is submitted and approved you can click on Create PO button to create a new Purchase order
  5. Go to Purchasing and Bills> Purchase Order to view the newly created Purchase Order Entry
    b. Create a Purchase order from the Purchase Order Menu
  6. On the left-hand main menu, select Purchasing and Bills> Purchase Order
  7. Click on "Add a New Record" or use the "+" sign to initiate the creation of a new Purchase Order
  8. Choose the appropriate Project Name from the dropdown list
  9. Choose the Work Activity under the associate project
    If you select a Work Activity, all Line items will default to this Work Activity. These are in the selected project. Any costs you associate here will associate with the work activity.
  10. The Used for section allows a user to track the receipting of materials or load docket receipting. Load dockets require that Used for is of type Cartage. Material Receipting required in this field is Material or Plant.

  11. Under Purchase Order Information you can choose the Supplier Name
  12. You can choose the Supplier Quote and Site if available 
  13. Enter the Expense Type if required
  14. Add any Reference Number If needed

  15. Choose the option of whether the products will be delivered or picked up
  16. Provide the Supplier Address and any specific instructions for this Purchase Order
  17. If you previously chose a Supplier Quote, the Purchase Items will be automatically updated based on that quote
  18. Otherwise, manually add the item details: Enter the Item description, Quantity, Cost, and choose the Unit for each item
  19. Other information such as Activity, Used For, Account, Tax Rate, and Total Cost will be updated automatically based on the selected items

  20. Click on Submit to Save





    • Related Articles

    • How to Print Purchase Order

      Follow the below steps to Print Purchase Order Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchase Order Click on the button for More Options and select Print You can choose Print as a list to print ...

    • How to Approve Purchase Order

      Follow the Process to Approve a Purchase Order Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchase Order The PO requested needs Approval shows the Status Requested Select the PO entry and Click on ...

    • How to Edit Purchase Order

      Follow the Process to Edit a Purchase Order Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchase Order Click on the 3 dot option and select Edit Update to save the modifications

    • How to Export Purchase Order

      Follow the below steps to Export Purchase Order Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchase Order Click on the button for More Options and select Export Chose the format of the File You can ...

    • How to Setup Purchase Order

      Follow the below steps to Setup Purchase Order Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Purchasing Setting Purchase Order Prefix: You can add a prefix at the beginning of the Purchase Order Number ...