We expect that more often than not you'd be using the PO Wizard to create Purchase Orders but for non budgeted items you can also create orders manually.
To create an order select a purchase order node and right click in the secondary navigator. You can create a new order or Clone the selected order.
Purchase orders have a header and items. The header holds information that applies to all of the items like the supplier, contact details, payment terms etc. The project sets the default project for any items added to the order.
The edit items form allows you to create the detail of the purchase order.
Click on the Choose button to select an item.
You can then over type the name if needed.
You can change the project to split the order across multiple projects.
Job Cost Item lets to match the order to a Budget (optional)
Enter the quantity. For a credit request you can enter a negative number.
The Unit of measure and cost price default in from the Item. You can change these.
Select the require date and time (if relevant)
The Grouping and Default tabs bring show categorisation information defaulted from the item.
You can add Notes against the item.
The Supplier tab brings defaults supplier information from the item. You can over type these and add a Quote Reference. This will show on the purchase order if you printed order is designed this way.
Once you have completed the details press okay.
If you print the order it gives you the option to set the Status to Ordered. The order automatically saves on printing.
If have placed the order over the phone you can manually change the status to Ordered.
You can create a new order or Clone the selected order.
