Creating a purchase order

Not available in ajeraCore or ajeraCore + add-ons

To create a purchase order

From Manage > Purchase Orders or from the Purchase Order task widget, click New.

Multi-company only, select a company.

Multi-company only, select an account.

Select a vendor.

Enter a purchase order number.

If you selected "Auto-increment purchase order numbers" during set up, this field automatically fills in the next purchase order number. It cannot be edited.

Enter a description for the purchase order.

Enter the order date for the purchase order.

This pre-fills with today’s date.

Enter the person who did the ordering.

This pre-fills with the name of the person you are logged in as.

Optional: Enter a requisition number for the purchase order.

Optional: Enter the shipping method.

Optional: Enter the required date.

Optional: Verify the Ship to Address.

Note:

The address cannot be more than 5 lines.

Optional:Enter any notes about the purchase order.

Click Create.

Concepts

About Purchase Orders

Tasks

Turning on purchase orders

Setting up Manage menu security

Setting up reports security

Designing Purchase Order Task Widgets

Creating Reporting Purchase Order Widgets

Adding optional columns in the Purchase Order Manage menu task

Editing a purchase order

Approving a purchase order

Copy a purchase order

Voiding a purchase order

Unapproving a purchase order

Closing a purchase order

Reopening a closed purchase order

Creating a change order

Printing purchase order

Purchase Orders

Assigning roles and employees to tabs

References

Purchase Order Base

Purchase Order Detail Base