New Purchase Order

Menu Path: Procurement > Transactions > New Purchase Order

• Key in Specific Supplier ID or click Supplier for search function
• Fill in Shipment Record
  • Shipment Reference is compulsory
  • Click Save Shipment Record
• Fill in Other Details 
  • Reference 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
  • Order Type
  • Group Discount → if any
  • Requested by
  • Permit No → if any
  • Click Save Other Details

• Set for Currency Exchange Rate (if any) → System will auto create CM for Currency Gain/Loss upon creating Payment Voucher. Refer to Forex Credit Memo for details
• Key in item code and click on 'Submit' or click out the 'Item' for search function → need to be more than 2 characters

• "Purchase Prompt" is configured at Add Item page

• Key in Specific Sales Order or Stock Requisition 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

NOTES:

• The item type search might be different from each user as system is "memorizing" the user's FIRST selection

• If user Load Stock Requisition into Purchase Order → the Stock Requisition number will become PO reference

• The Item Unit Price will follow the configuration on Pricing Logic
• Refer to Set the Rebate Amount when create PO and Auto reset price after GRN for the Rebate

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