4.0. Purchase Order

Purchase Order

A Purchase order is the document that is issued to the supplier.
The Purchase Order module does not create accounting entries for all item types, but it does allow imports from QO/PI/IV modules. 

STEPS:

1. Click on PURCHASES > PURCHASE ORDER
   
2. Click 'NEW'.
   
3. Select 'Interesting Supplier Pte Ltd' as the vendor.
   a. Choose vendor's address from drop down.
4. Select Currecy - SGD
   
5. Select Item - GENERAL
   
6. Enter Quantity - 1
   
7. Enter Unit Price - 100
   
8. Click 'ADD'.
   

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Purchase Order from a Quotation

STEPS:

1. Click on PURCHASES > PURCHASE ORDER
   
2. Click 'NEW'.
   
3. Select 'Interesting Supplier Pte Ltd' as the vendor.
   a. Choose vendor's address from drop down.
4. Select Terms
   
5. Select Currency - SGD
   
6. Click Import
   
7. Click Quotation
   
8. Select Document number
   
9. Click on row
   
10. Click ADD ALL ROWS
    
11. Click Back
    
12. Click 'ADD'.
    

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What is Contract, Approved, Close & Import to Invoice in Purchase Order?

STEPS:

1. Click on PURCHASE > PURCHASE ORDER 
   

             Refer to the checkboxes located near the bottom of the screen. Here are what each of the boxes mean:
            a. Contract - If you wish to track quantity. 
                  The system will limit the number of times you import each row, once all rows are accounted for, only then will your document no longer be outstanding.

            b. Approved - If Purchase Order is confirmed. 
                  Only upon checking this box will you be allowed to import your Purchase order to your Receive order.

            c. Closed - The system will stop monitoring your Purchase Order, it will no longer show in 'Outstanding Purchase Order Report'.
                  Checking this box will also disable the ability to import your Purchase order to Receive Order (RO) or Supplier's Invoice (SI)

            d. Import to Invoice - By default, after Purchase Order, > Receive Order. However, some may not require R.O.'s

                  Checking this box will allow you to skip the import to Receive Order (R.O) and immediately do your Supplier's Invoice (S.I).
                  If you do not check this box, you will not see your Purchase Order (P.O) when you try to import your documents into Suppliers Invoice (S.I.).

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