Purchase Orders Form

Use the Purchase Orders form to set up a purchase order record and enter data for each inventory and non-inventory item. You can also specify receiving options and the projects that will be charged for items and other costs.

Related Topics:

  • Display the Purchase Orders Form
    You display the Purchase Orders form in Purchasing.
  • Toolbar of Purchase Orders
    Use the toolbar to create and modify purchase order records.
  • General Tab of Purchase Orders
    Use the General tab to enter and edit data that identifies a purchase order and enter data for change and cancel orders.
  • Agreement Tab of Purchase Orders
    Use the Agreement tab to specify excess receiving permissions for standard and service purchase orders and the time period and not-to-exceed amount for blanket and service purchase orders.
  • Shipping Tab of Purchase Orders
    Use the Shipping tab to specify shipping data for a purchase order. If the purchase order was created from a purchase requisition or request for price quote, this tab displays a copy of the ship-to data from that transaction.
  • Comments Tab of Purchase Orders
    Use the Comments tab to enter, edit, or review additional comments about a purchase order.
  • Line Items Tab of Purchase Orders
    Use the Line Items tab to enter and edit the line items that make up a purchase order or change order.
  • Billing Tab of Purchase Orders
    Use the Billing tab to enter and edit the billing data for a purchase order.
  • Clauses Tab of Purchase Orders
    Use the Clauses tab to enter and edit data for the clause(s) to print on the top and/or bottom of a purchase order form, and any other terms applicable to the purchase order.
  • Default Distribution Tab of Purchase Orders
    Use the Default Distribution tab to enter or edit the data for dividing a purchase order's cost among two or more projects, phases or tasks.
  • Progress Tab of Purchase Orders
    This tab displays when an approval workflow is used for approving a purchase order. Use this tab to view information about each approval step and history of approval assignments for a purchase order.
Parent Topic: Screens