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Use the following steps to create a summary purchase order:
1. Click on the Business tab, click Purchasing, and select PO Management.
2. Click on the Select Batch button to create or select a batch.
Note: Refer to How to Select/Release a Batch for more information on how to use this feature.
3. Click on the Add Summary PO button.
4. In the New Purchase Order [Summary Mode] screen, enter the PO Number.
PO Number must be unique and have a maximum of 12 characters.
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5. In the VENDOR section, enter the Vendor Number or click on the Search icon to search for a Vendor.
Note: Refer to How to use Vendor Search for more information on how to use this feature.
Once a Vendor Number is provided, the appropriate fields will display the vendor information.
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6. If applicable, in the SHIP TO section, click on the Location drop-down menu to select another location. The appropriate fields will be populated with the location information.
Note: By default, the location the user is signed in is selected.
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7. If applicable, enter or update the information in the following fields: Address 1, Address 2, City, Country/Province, Postal and Ext, Building, Room, Department, Phone and Ext. and/or Attention.
8. In the GENERAL section, click on the Buyer drop-down menu to select an option.
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9. If applicable, click on the Approver drop-down menu to select an option.
10. If applicable, click on the calendar icon to enter the Order Date. Default: Current date.
11. If applicable, click on the calendar icon to enter the Delivery Date. Default: Calculated based on the Default Delivery Dates set up in Requisition Master settings.
12. If applicable, enter the PO Estimate amount.
13. If applicable, enter the Tender Number.
14. If applicable, enter the F.O.B. (Freight/Free On Board) field. Default: vendor F.O.B. or as setup in PO Default settings.
15. Enter the Discount Rate. Default: Vendor Discount Rate or as setup in PO Default settings.
16. Enter the Terms. Default: Vendor Terms or as setup in PO Default settings.
17. If applicable, enter the Ship information. Default: As setup in PO Default settings.
18. If applicable, enter the End Use field. Default: As setup in PO Default settings.
19. If applicable, enter the Special Instructions. Default: Vendor Shipping Instructions or as setup in PO Default settings.
20. Click on the Add New Summary Line button. A new line item will be inserted in the grid.
Note: Refer to How to Add New Summary Line for more information on how to use this feature.
The PO must include a minimum of one G/L distribution. Use the Delete button to remove unnecessary line items.
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21. If applicable, in the Attachments section, upload new files.
Note: Refer to How to Upload a File for more information on how to use this feature.
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22. Click on the Save button to save the PO or click on the Cancel button to return to the PO Management screen without saving changes.