Create a Purchase Order

Use these steps to add a new purchase order.

To create a purchase order:

1. Under the Accounts Payable menu group, go to Purchase Orders.
2. Click +New Purchase Order.
3. In the New Purchase Order dialog box that displays:
   1. Enter a description. This is a free-text field.
   2. Select a vendor. This is a required field.
   3. Select a company.
   4. Specify a requisitioner. This field defaults to the employee name of the user currently logged in, but you can select another employee.
4. Click Create.
   Maconomy automatically navigates to the PO you just created, and saves your changes.
5. To add purchase order lines, click +Add Purchase Order Line.
6. Enter a job number.
7. Enter a task.
8. Fill out the other fields as needed.
9. Click Save.