Follow these steps in Enterprise to create an unreleased purchase order. You must have an appropriate role to use this functionality.
- Navigate to Warehouse Management | Purchasing | Purchase Orders
- Click on Add
- On the new, blank PO, you will need to populate the following:
- (Optional) Order No. If left blank, the system will populate according to your database's settings.
- Vendor No - note that inputting this vendor, several additional options are populated based on what is set on the vendor itself
- (Optional) Check any of the below boxes that are desired:
- Print Price on PO
- Request Vendor Acknowledge Receipt
- Request Vendor Confirm Shipment
- Has Vendor Acknowledged Receipt is not an option on Unreleased and is thus grayed out
- Has Vendor Confirmed Shipment is not an option on Unreleased and is thus grayed out
- (Optional) Populate any of the Comment fields
- Click on Add to bring up Line Information
- Input Item No
- (Optional) Location - if you have multiple locations/warehouses, this dropdown list will automatically populate the default location set on the item; you can change this as appropriate.
- Quantity Ordered
- (Optional) Expected Unit Cost - by default, this is populated according to what is set on the item, but this can be changed as necessary
- (Optional) UOM - by default, this is populated according to what is set on the item, but this can be changed as necessary
- (Optional) UOM Ratio - by default, this is populated according to what is set on the item, but this can be changed as necessary
- (Optional) Vendor Item No - by default, this is populated according to what is set on the item, but this can be changed as necessary
- (Optional) Request Date - this defaults to "today" but can be adjusted as necessary
- (Optional) Promise Date - this is the date the Vendor promised you will receive the items on this purchase order; leave blank if no promise has been made
- (Optional) Line Comments - populate as appropriate
- Repeat line item add as needed
- (Optional) Attached Documents - use this if you need to include files on your purchase order, such as a PDF or image of some kind
- Save Purchase Order if you are done; Apply Changes if you wish to remain on the edit purchase order page. As noted above, if you did not plugin an order number, the system will automatically populate it now.
At this point, you have an Unreleased PO in your system.
