Purchase Order Procedure

Follow the steps listed below to enter and process purchase orders:

Tip:  For more information, click the appropriate link for details.

1.  Enter purchase orders during Purchase Order Entry.

2.  After all purchase orders are entered, run the Purchase Order Detail Journal Instructions or the Purchase Order Summary Journal Instructions to proof the entered transactions before finalizing the purchase order process by running the Purchase Order Post.

3.  Make any necessary corrections to purchase order transactions.
Note:  If you make corrections to purchase order transactions, reprint the Purchase Order Journal for a complete audit trail.

4.  When all purchase order transactions have been entered and approved, run the Purchase Order Post Instructions to update the appropriate files with the purchasing information.
Note:  Maintain the Posting Summary printout for a complete audit trail.

5.  Print the Purchase Orders, if applicable.