To access this sub module click on: Procurement and Assets Management -> Navigate -> Operations -> Procurement -> Purchase Orders -> Origination.

The following screen will open up :

The available entries are displayed.

Creating A Purchase Order :

Click on the ADD NEW button to open the following screen :

On the above screen:

Supplier - click on the supplier look up icon to open the following supplier look up dialog box:

Select the correct supplier to service the purchase order.

Expected Date - Select the appropriate date when the products are to be delivered.

Alternatively, type in the date in the date field. ( Keep in mind the system's date format when typing).

Item Details Pane :

NOTE : Trying to pick an item before a supplier is selected will result in the following notification :

Item Description - Click on the item description look up icon to open the following item register look up dialog box:

Select the supplier who is to be issued with the purchase order from the above list.

The supplier's items will then be displayed on the quotation.

Select the items to be acquired by clicking on the item, define the quantity to be procured, then add to commit the entry to the Purchase Order Items Pane :

To remove an erroneous entry, select the entry then click remove to effect its removal. .

Click on the create button to save the purchase order into the system.

Editing A Purchase Order :

Identify the purchase order to be modified :

Click on the edit icon against it to open the following window :

On the above screen :

The Reference #, Supplier & Branch fields cannot be modified.

Make necessary changes to the Expected Date field.

Add or remove entries to the purchase order accordingly.

Click on the update button to capture the changes into the system.

On successful completion you will get a pop up message confirming that the operation was successful.

Created with the Personal Edition of HelpNDoc: Free HTML Help documentation generator