A window will pop-up listing any default preferred
vendors for parts being ordered. If a
part does not have a preferred vendor, a drop-down list will be displayed to
select the vendor. Separate POs will be
created for each vendor. Click Issue PO
The Purchase Order screen will open, listing parts linked to the preferred vendor.
The vendor can be changed by clicking on the vendor name.
The Reference and Notes fields are optional. The PO Date defaults to the current date and can be changed by clicking on the calendar icon.
By default, the ship from address printed on the PO will be the vendor's address, and the ship to address printed on the PO will be your address. These can be changed by clicking on the Select links next to Ship From: and Ship To:.
The amount of taxes can be manually changed by clicking on the dollar amount hyperlink.
Additional parts can be added to the PO by entering part numbers in the Part #: field, then click Add.
The bottom pane lists each part, the quantity to be ordered, UOM (unit of measure), a conversion (Conv.) factor (the number of parts in each package) and unit cost. The unit cost is populated based on the last purchase cost of the part. This can be edited if the part cost has changed.
When the PO is complete, click on Submit / Print PO at the bottom of the
A PDF of the PO will print in a browser pop-up