Purchase Order Entry

Use Purchase Order Entry to enter or edit purchase order transactions.  You can also view or cancel open purchase orders, as well as, view or delete a canceled PO.  

Tips:  

• Deleting a canceled PO simply re-opens the PO.

• For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

To see directions for...

• Opening Purchase Order Entry, click More.

   

  Click Purchase Order Entry   on the Toolbar.

  Other Methods:

  1.  Click Fund Accounting from the Menu Bar.

  2.  Click Daily Work.

  3.  Click Purchasing.

  4.  Click Purchase Order Entry.
  
  Tip:  Or, use the keyboard shortcut:  [ALT] [u] [d] [p] [e].

   

  Purchase Order Entry Window Example:

  Tip:  To see detailed instructions for each section or field name in the examples below, the cursor becomes a hand when you position the cursor over the field or section.  Click once to display the associated topic.

  

   

• Creating a New Purchase Order, click More.

  CAUTION:  To avoid losing data, you must save new or changed records.

  To create a new purchase order enter the following:

  1.  Enter the purchase order header information including:

  a.  Purchase Order Number

  b.  Click Retrieve or press [ENTER].

  c.  Vendor Number

  d.  Ship To Number

  e.  Ship To Name and Address

  f.  Requested By

  g.  Date Issued

  h.  Date Required

  i.  Ship Via

  j.  Hold/Rel

  k.  PO Print

  2.   Click Save .

  3.  Enter the purchase order line details including:

  a.  Account Number

  b.  Description

  c.  Quantity

  d.  Unit Price

  e.  Distribution Amount

  4.  Click Add .

  5.  Continue adding purchase order detail lines until all purchase orders are entered and the balance is 0.  Then, click Done .

   

• Editing an Existing Purchase Order, click More.

   

  CAUTION:  To avoid losing data, you must click Done complete your entries.

  1.  To display the purchase order to be deleted, enter the Purchase Order Number and click Retrieve , or press [ENTER].
  Note: The purchase order number is listed on the purchase order detail journal.  If you can not find the PO number, click Search to look for the purchase order number.

  2.  To edit, click Detail .

  3.  Edit the appropriate fields.

  4.  Click Done to complete the edits.

   

• Deleting an Existing Purchase Order, click More.

   

  1.  To display the purchase order to be deleted, enter the Purchase Order Number and click Retrieve , or press [ENTER].
  Note: The purchase order number is listed on the purchase order detail journal.  If you can not find the purchase order number, click Search  to see a list of purchase order transactions.

  2.  From the Selections panel, click Delete.

  3.  At the Delete purchase order prompt, click OK to delete the record, or click Cancel to escape from the delete prompt.

  Example:

  

   

• Understanding the field values for the following areas, click the section name in the table below: