1. Go to “Procurement” on the menu bar, then select “Orders” and then “Create an Order”.

Fill in the necessary bolded fields on the Purchase Order Entry page, then click "New" to create the purchase order.

1. Supplier: This is the Supplier that this order will go to.

2. Receiving Area: This is the location that the Supplier will deliver to, usually the Receiving Dock.

3. Buyer: This is the person creating the order.

4. Required Date: Required date is set for next day delivery so change if it is for a future date.

5. Click New: This will give the order a document number.

1. On the “Details” tab, click on “Items”. This will allow you to search and attach items to your document.

2. Utilizing the search fields will assist you in locating the items you're seeking.

3. Check mark the items that need to be added the document.

4. If there are multiple pages, select the items on the first page and then click the scroll button to navigate to the next page. The system will retain all the items you have selected.

5. The user can search for different types of products, select them, and the system will remember all the items that were checked.

6. Once you have selected all the items to be added to the PO, click “Enter Selected Lines.”

7. Key in the order quantity.

8. Click “Create Selected Lines”.

Terms: use the line terms to add Tax, Freight, Discounts & Miscellaneous charges

Line Terms: is used when only one or more items (not all the items) needs a term added.

1. Checkmark the item and click “Line Terms”

2. Use the search icon to see all the terms.

3. Double click on the term that is to be added.

4. Depending on the type of term, you will have to add in the term amount.

5. Click “Update”.

6. The term has been added to the line. If the term needs to be deleted or edited, click on the appropriate button to make the changes.

7. Close the Terms box.

Global Terms: is used when all the items need a term added.

1. Click on “Global Terms”.

2. Repeat steps 2-7 from line terms.

Attachments: this is used to add any document to the PR. Usually a picture of the item or sales order sheet.

1. Click the “Attachment” tab.

2. Click on “Browse”, find the attachment that needs to be added.

3. Click on “Add”.

1. Quick Notes: key in your comments. Quick Notes will Print out on the PO.

2. Remarks: is another form of communication. It gives you the option of Internal and External remarks. Internal Notes will be printed on the Delivery Sheet.

1. Click on “Remarks”.
2. Select either “Internal” or “External”, then key in your Remarks.
3. Click “Update” (NOTE: If you want to add both Internal and External Remarks, key in your remarks for Internal, click “Update”. Then select External, key in your remarks, click “Update”.)

Reset Pricing – will reset all prices to the current Bid Prices.

1. Click “Reset Pricing”.

Line Defaults: if any changes are made to the header and there are Items already on the PO, “Line Defaults” will allow you to make the changes to all the items.

1.Click on “Line Defaults”.

2. Check the fields that need to be updated and click “Ok”. (Note: If the PO has multiple Departments listed on the PO, make sure Bill to Department is not checked.)

Preqs: this allow the buyer to add another PR to the PO.

1. Click “Preqs”

2. Using the search fields will assist you in locating the document you're seeking.

3. Check mark the document need for the PO.

4. Click “Enter Selected Lines”.

5. Check mark the Items to be added the PO.

6. Click “Create Selected Lines”. 

1. Deleting Lines: If any Items need to be deleted from the PO, select the Item(s) that need to be deleted. (Note: If the Item was on a PR when it was added to the PO and it is Deleted, the Item will reopen on the PR.)

2. Click “Delete Lines”.

3. Click “OK”.

Capital Projects: Buyers can add Capital Projects to a PO.

1. Click on “Documents Overrides and Preferences”.

2. Add the Capital Project.

3. If there is an override on the Capital Project and Items are already on the PO, use “Line Defaults” to make the change to all Items. (Follow the steps on the line defaults.)

1.Click “Update” on the purchase order.

2. Click on the “Process and Finalize” button.

3. Once you are in the “Process and Finalize” screen, you have the option of printing or emailing the request to yourself as well as to others.

4. Make sure “Email Supplier” is checked with Suppliers email address filled out so it will be emailed to the Supplier.

5. To finish click on the “Finalize” button.