Screens

Use the screens and dialog boxes in Purchase Orders to create and modify purchase orders or to send them through approval workflows.

Related Topics:

  • 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.
  • Purchase Order Line Detail Dialog Box
    Use the Purchase Order Line Detail dialog box to enter or view information for a purchase order line item and the purchase order's notes and shipping and cost distribution information.
  • Contents
  • Create P.O. From Requisitions Dialog Box
    Use the Create P.O. From Requisitions dialog box to review all open purchase requisitions, and to select requisitions from which to create a new purchase order.
  • Purchase Requisition Dialog Box
    Use the Purchase Requisition dialog box to view line items for the selected requisition in the Purchase Requisitions on File grid of the Create P.O. From Requisitions dialog box. You can also select line items from the requisition to transfer to a purchase order.
  • Create P.O. From RFQ Dialog Box
    Use the Create P.O. From RFQ dialog box to display all open requests for a price quote and to then select one or more requests from which to create a new purchase order.
  • Request for Price Quote Dialog Box
    Use the Request for Price Quote dialog to review the line items for the request for price quote that you selected in the Price Quote Requests on File grid of the Create P.O. From RFQ dialog box. You can also select line items for a new purchase order.
  • Change Order Dialog Box
    Use the Change Order dialog box to specify the reason for the change order.
  • Cancel Order Dialog Box
    Use the Cancel Order dialog box to select the reason for canceling a purchase order.
  • Approval History Dialog Box for Purchase Orders
    Use this dialog box to view a log of all the actions performed on the purchase order. This dialog box is available when an approval workflow is used for approving purchase orders.
  • Approve Dialog Box for Purchase Orders
    Use this dialog box to enter a comment for the approved purchase order.
  • Reject Dialog Box for Purchase Orders
    Use this dialog box to enter a comment for the rejected purchase order.
  • Change Assignment Dialog Box
    Use this dialog box to assign an additional employee to the current approval step for a specific record or move the approval assignment from one employee to another employee.
  • Supporting Document Dialog Box in Purchasing
    Use this dialog box to upload, associate, and view supporting documents with line items for purchase requisitions, requests for price quotes, purchase orders, and receipt of purchase order items in the Purchasing application.
Parent Topic: Purchase Orders Overview