Creating a purchase order

Not available in ajeraCore or ajeraCore + add-ons

To create a purchase order

1. From Manage > Purchase Orders or from the Purchase Order task widget, click New.
2. Multi-company only, select a company.
3. Multi-company only, select an account.
4. Select a vendor.
5. Enter a purchase order number.

If you selected "Auto-increment purchase order numbers" during set up, this field automatically fills in the next purchase order number. It cannot be edited.

6. Enter a description for the purchase order.

7. Enter the order date for the purchase order.

This pre-fills with today’s date.

8. Enter the person who did the ordering.

This pre-fills with the name of the person you are logged in as.

9. Optional: Enter a requisition number for the purchase order.
10. Optional: Enter the shipping method.
11. Optional: Enter the required date.
12. Optional: Verify the Ship to Address.

Note:

The address cannot be more than 5 lines.

13. Optional:Enter any notes about the purchase order.
14. Click Create.