Purchase Orders

How to:
To create a new Purchase Order you should go to the Graphical Menu Purchase/Payables. Click on 'Purchase' then click on 'Purchase Orders' then this screen will appear

Click on 'Create New Purchase Order?' Then the next screen is designed to find the Vendor you want to create the PO for

Type in your criteria to find the vendor then double click on the vendor or click on 'OK' at the bottom left of the screen.

The next screen will appear with a default Purchase Order number provided by the System.
If you want to use this number then click on 'OK'. If you want to use your own number then enter your information then click on 'OK'
The next screen is the Main Purchase Order Screen;

Toolbar explained:

New When you want to create a new Purchase Order
Save Save your changes on this screen
Find Helps you find any Purchase Order or Receiving 
Models Allows you to view all the model numbers that are on this Purchase Order
Cmnt Tracks all your changes and edits and on the Purchase Order
Sumry Deals with the money totals of a Purchase Order. Includes the discounts and freight charges plus.
Vendor Will drill down to the Vendor Setup Card then you can drill down to the Vendor Statement
Print Prints the Purchase Order to a Printer
Scan Capture or View Document Images
Cnvrt When you have Completed the Purchase Order and have placed your order with your Vendor then you need to Convert the Purchase Order to a Receiving. See Why Purchase Order to Receiving.

At this time of creating a Purchase Order you would click on 'Models' on the Toolbar. See Adding Purchase Order Model Numbers

After you add the model numbers and issue them to your customers then you need to enter the 'Expected Date'. 
Click on the three dots to the left of 'Expected Date' and a calendar will appear. Expect the date that the main delivery of this Purchase Order will arrive at your store. Some Models on your Purchase Order will be Back-Ordered many will not. Instead of going to each model number on the Purchase Order telling each model the date the product will be here, just enter it here once. If a model number has not been backordered then the sales staff will see this date on their customer order as ETA Thursday, 23 Feb 2006.

Last step is to convert a Purchase Order to a Receiving. Click on the toolbar 'Cnvrt'

Click on 'Yes' to continue

You will be returned to the main Purchase Order Screen and the Type will now say 'Receiving' instead of 'PO'
Now you have Created a Purchase Order, Added the Model Numbers, Entered you Cost and Backorders Date, Issued to the Customer Orders, and last Converted it to a Receiving.
Click on 'Done' in the bottom left of the screen

Also see Main Purchase Order Screen