Navigate Here: Financials > Purchase Orders > Add Purchase Order
You can add a purchase order on the Add Purchase Order page.
To add a purchase order, first provide the general information by filling in the following fields:
The required fields are noted with an asterisk (*).
Purchase Order Type: The type of the purchase order. It contains the same values as contract types in determining different general form formats and line item structures, which is pre-configured by system administrator.
Purchase Order No.*: The number of the purchase order. It is unique and automatically generated.
Purchase Order Name*: The name of the purchase order.
Vendor*: The vendor of the purchase order. Vendor Address below will be automatically populated according to the vendor you selected. When a vendor is selected, you can click the View Vendor Information icon to go to the Manage Vendor page directly.
Purchase Order Status*: System statuses for purchase order: Draft, Under Review, Approved, and Rejected. When adding a purchase order, it is set to Draft by default.
Open/Closed Status: A system controlled indicator for purchase order opening and closing. It is a read-only field and its value is set to Open by default.
Order Date*: Date of issuing the purchase order.
Estimated Cost Date: Date of paying the purchase order.
PO Total Amount: Total PO value. As a calculated field, it is the latest sum of all PO line items including change orders.
PO Paid Amount: Amount of the PO that has been paid. As a calculated field, it is the sum of Paid Amount of all PO line items.
Invoice Retainage Rate: Default retainage rate of the invoices billed against this PO.
Vendor Address*: Full address of the vendor. It defaults to the address on the Vendor Management page.
Shipping Address*: It defaults to the shipping address on the Customer Profile page.
Billing Address*: It defaults to the billing address on the Customer Profile page.
Description: Description of the purchase order.
Once you finish, click the Save button to save the new PO. You will be directed to the PO Line Items page.
You can click the Save & Add button to save the PO and then add another.
Click the Save & Browse button to save the PO and then go to the Browse Purchase Orders page.
Click the Cancel button to withdraw the operation and then go to the Browse Purchase Orders page.