Menu Path: Procurement > Transactions > New Purchase Order
- Select Supplier; Key in Specific Supplier ID or click Supplier for search function
- Fill in Shipment Record;
- Shipment Reference is compulsory
- Don't forget to 'Click Save Shipment Record'
- Fill in Other Details;Details
- Reference Document;Document → this Reference Document will show as "Supplier Quotation No" at GRN by PO function
- Shipping Address;
- Remarks;
- PO date → by default is current date;
- Terms;
- Orde Order Type;
- Group Discount (applicable to who PO);Discount → if any
- Requested by;
- Permit No (if have);No → if any
- Click 'Save Other Details';
- Set for Currency Exchange Rate base on Malaysia Ringgit, click 'Set Foreign Currency';
- Select GL Dimension;
- Key in item code and click on 'Submit' or click out the 'Item' for a fuzzy search item function. The added item will be listed below table.
- If create purchase order based on the Sales search function
- Key in Specific Sales Order or Stock Requisition , key in the document number into the related field respectively and click on 'Submit'. The Item list with be listed below as well;number or click Sales Order# or Stock Requisition# for search function, and click Submit → to convert SO and SR to Purchase Order
- Click Edit or Delete if applicable;
- Click on 'Confirm and Save'.
- The PO is created successfully.
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- This page allow the Edit Tax Rate to change the Tax Amount
- Go to the Optional Details
- Click on Save Changes to save all the changes made on this page
- Once done, click on Confirm and Save to save and create the PO
- This message will be displayed upon clicking on the Confirm and Save button
NOTES:
- The item type search might be different from each user as system is "memorizing" the user's FIRST selection
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