Purchase Orders
A purchase order is what you send a vendor to buy something. It is the buying-side mirror of a sales order, and the only purchasing document your company sends out.
Raising a purchase order
Open the vendor you are buying from, go to its Purchase Orders tab, and click New PO. The order is created immediately, numbered for you, and opens ready for line items.
Line items
Add a line with Add PO Item, then set the part, quantity, price and the date you need it. Each line can name the account it is charged to and the location it is being bought for.
Right-click a line to open the part, or the vendor part that records what this vendor charges for it.
Printing and sending
Print produces the standard purchase order, or one of your company's own forms if you have published any — click the arrow beside Print to choose. View opens the same document on screen without printing it.
The form you pick is remembered as your default and is shared with the Open POs list, so printing from either place gives the same document.
Locking
Lock PO finalizes the order and stops its lines being edited. Unlock it to make a change.
Receiving and billing
Receive creates a receiver against this purchase order and opens it, so you can record what actually arrived. The Receivers and Bills tabs list everything raised against the order.
Returns to a vendor
A purchase order with Is RGA checked is a return to the vendor rather than a purchase. It is handled through the same screens and appears on the purchasing reports with its RGA column ticked.