New Purchase Order

Menu Path: Procurement > Transactions > New Purchase Order

• Select Supplier; 
• Fill in Shipment Record; 
  • Shipment Reference is compulsory
  • Don't forget to 'Save Shipment Record'
• Fill in Other Details;
  • Reference Document;
  • Shipping Address;
  • Remarks;
  • PO date;
  • Terms;
  • Orde Type;
  • Group Discount (applicable to who PO);
  • Requested by; 
  • Permit No (if have);
  • 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 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;
• Click Edit or Delete if applicable;
• Click on 'Confirm and Save'.

• The PO is created successfully. 

• The Tax Rate Amount is now available to be changed under the Edit Purchase Order Function
• Click on Edit under the Action column to edit / change the Tax Amount
  
  

• 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

Tips:

Transport Company Name in Shipment Record will show in below reports:

Purchase Order Detailed Listing

Purchase Order Listing

Stock Availability > Stock Transaction Ahead Report Pop-Up

Related WIKI pages