Purchase Order
In this tab we can order to vendor to purchase items. This is the first step of purchase cycle.
Create and manage purchase orders with the following details:
1. Purchase Order Header Information
The Purchase Order list displays the following columns: Transaction Code, Vendor, Transaction Date, Due Date, Gross Amount, and Status.
Each purchase order can have one of the following statuses:
- Draft — Order has been created but not yet approved
- Approved — Order has been approved
Filters
Click Filters to filter purchase orders by:
- Status — Draft or Approved
- Vendor — Select a specific vendor
- Date Range — Filter by last 6 months or custom range
2. Creating a Purchase Order
Click the Purchase Order button and fill in the following fields:
- Vendor (required)
- Warehouse (required)
- Transaction Date (required)
- Due Date (optional)
- Payment Terms (optional)
- Memo (optional)
- Reference No (optional)
3. Purchase Order Lines
In the Purchase Order Lines tab, add items:
- Item
- Description
- UOM
- Quantity
- Unit Price
- Discount
- Tax
- Total Amount
Click + Add Line to add more items. Summary at the bottom shows Total Amount, Total Tax Amount, and Total Gross Amount.
You can also add Term and conditions and apply an overall Discount.
Attachments
Use the Attachments tab to upload supporting documents.
4. Customization Options
Column Filter: Customize the purchase order list by selecting columns. Available columns: Memo, Reference No, Transaction Code, Transaction Date, Status, Warehouse, Entity, Invoice Status, Total Gross Amount, Due Date.
Once the purchase order is created, users can easily generate a corresponding purchase invoice by clicking the "Create Invoice" button.
