Create a Standard Purchase Order

A standard purchase order is a contract to purchase specified items in specified quantities, at specified prices, under specified delivery terms.

A service purchase order is a contract to purchase specified services. The steps below apply for creating a standard purchase order, not a service purchase order.

To create a standard purchase order:

1. On the Navigation menu, click Purchasing > Purchase Orders.
2. On the toolbar of the Purchase Orders form, click New > New Purchase Order. The screen refreshes to show a <New P.O.> with Standard prefilled in the Type field on the General tab.
3. Complete the fields on the General tab. If you do not specify a purchase order number in the Number field, DPS assigns a number when you save the purchase order.
4. On the Agreement tab, specify excess receiving and limits, if excess receiving is permitted.
5. On the Shipping tab, select a ship-to code.
6. On the Line Items tab, insert a row in the grid and enter a purchase order item and repeat for as many items that you need to add to the purchase order. You must enter at least one row.

   If you create a purchase order from a requisition or request for price quote, this tab has all of the items you selected.

7. On the Billing tab, specify the bill-to code and the payment terms.
8. On the Clauses tab, select any clauses to print on the top or bottom of the purchase order form.
9. On the Default Distribution tab, you must specify at least one project.
10. Click Save.
11. Click Submit to do either of the following:
    • Send the purchase order to an approver if you use approval workflows for approving purchase orders. (You turn on the use of approval workflows for purchase orders in Settings > Purchasing & Inventory > Company Settings.)
    • Change the purchase order's status from In Progress to Approved if you do not use approval workflows.

After a purchase order is approved, you can final print it.