This function lets you enter, edit or view a PO.
If you want to edit or view an existing PO, you can locate it by vendor or by pressing F3 to view a list.
To create a new PO, select the vendor first.
Once a vendor is selected, you can start editing or adding items to the Order.
Press F1 to change the addressee.
Press PgDn to open the item entry screen.
Field |
Description |
Ordered by |
Who ordered this PO? |
Ship Via |
Requested shipping method |
Ref Info |
Reference information |
Job # |
Job information |
Dept |
Designate department for which items are being ordered |
Terms |
Terms for the order |
PO# |
System generated Purchase Order number |
Vendor # |
Vendor number |
Event |
Ties this order to a specific event, used to track parts frequently associated with certain events |
PO Date |
The PO's date of creation |
Date Req'd |
Requested fulfillment date |
Drop-Shipped |
Is this order to be fulfilled by drop-shipping? |
The Purchase Order Item entry screen lets you add items to the PO.
Once you have completed adding items, press ESC to return to the Purchase Order Items screen.
Function Key |
Description |
F1 - Quit / Hold PO |
Exit the purchase order either saving it or discarding it |
F2 - Process Purchase Order |
Process the PO |
F3 - Print PO |
Print the PO. The PO must be saved first. |
F4 - Continue Entry |
Reopen the PO Item Entry screen to add more parts |
F5 - Header Page |
Return to the PO screen where vendor and shipping address information is |
F6 - Print PO Confirmation |
Print a confirmation of the PO. The PO must be saved first. |
F7 - Delete / Edit |
Delete or edit the PO |
F8 - Order Total |
Generate the total of the PO |
F9 - Automatic Reorder |
Add items to the PO based upon min/max quantities |
F10 - Show Part maintenance |
Open the Part Maintenance Screen for a Line Item. |
S - Scan Mode |
Scan a barcode or enter a UPC code, adding that part as a line item |