Create a Purchase Order

Use these steps to add a new purchase order.

To create a purchase order:

1. Open the Purchase Orders workspace.
2. Click + New Purchase Order. The Create Purchase Order wizard displays.
3. Enter a description. This is a free-text field.
4. Specify a requisitioner. This field defaults to the employee name of the user currently logged in, but you can select another employee.
5. Select a vendor. This is a required field.
6. Click Create. iAccess automatically navigates to the PO you just created, and saves your changes.
7. To add PO lines, click + Add Purchase Order Line.
8. Enter a job number.
9. Enter a task.
10. Fill out the other fields as needed.
11. Click Save or press Enter.