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1. From the Toolbar, click Inventory.
2. From the Inventory menu, select Purchase Orders.
3. From the Purchase Orders menu, select Add Purchase Orders.
4. In the Location Code box, click Lookup or type * and press Enter, and then select the location code where you want to maintain the purchase order, or type the location code where you want to maintain the purchase order.
5. In the Ship From Name Id box, click Lookup or type * and press Enter, and then select the vendor shipping the merchandise to your company, or type the vendor shipping the merchandise to your company.
6. In the Choose Default? feature permits you to duplicate an existing order without having to re-enter all of the information from the source order. For example, if a purchase order has already been created, select the purchase order when adding the new purchase order. This feature may also be used for repetitive invoicing, where the customer buys the same products again and again. box, type Y to base this purchase order on an existing purchase order , or type N to create a new purchase order.
7. Click OK.
8. If you chose No in Step 6, in the Purchase Order # box, a unique document number displays.
9. In the Remit To Name Id box, the vendor to whom payment is to be made (remitted) displays, to change the vendor, click Lookup or type * and press Enter, and then select the vendor to whom payment is to be made, or type the vendor to whom the payment is to be made.
10. Click OK.
11. In the Order Date box, the default processing date displays, if this date is not correct, type the new date.
12. In the Order Status Acceptable status codes are indicated in the legend to the right of the box. The nine pending status codes reflect the descriptive titles assigned in Setup Information. Refer to corporate policy and procedures regarding pending status codes. box, the default status code displays, and can be overridden as necessary.
13. Click OK.
14. In the State/County, Salesperson, Territory, Market Region, Origin Location, and Destination Loc boxes, click Lookup or type * and press Enter, and then select the appropriate information, or type the appropriate information.
15. In the Order Field #1 and Order Field #2 box, type any optional information. Suggested uses for these boxes include freight terms, approval code, and a quotation's expiration date.
16. In the Shipper Name Id and Agent/Broker Id boxes, click Lookup or type * and press Enter, and then select the appropriate information, or type the appropriate information. Suggested uses of these boxes include freight handler, hauler, shipping lines, third party that arranges the purchase/sale, and transportation agent.
17. The Their Order # input box can be used to cross-reference the document tracking number assigned by the selected vendor to the purchase order. This information may be useful when contacting the vendor to confirm or discuss the order. If known, type the vendor's reference number in this field.
18. Click OK.
19. At the Is This Correct? prompt, click Yes.
20. In the Item Location box, the default location displays. If permitted in Setup Information, the location code can be overridden.
21. In the Item Number each inventory item on an order is referred to as a "line item". box, click Lookup or type * and press Enter, and then select the item number, or type the item number.
22. In the Order Qty box, the default value stored in the reorder units box on an inventory item display, if the default is not correct, type the number of items you want to order.
23. In the UOM (unit of measure) box, the default purchase unit of measure of the selected inventory item displays, if the default is not correct, type the number of units of measure to place "on order" with the selected vendor.
24. Click OK.
25. In the Unit Cost and the Total Amount boxes, type the cost per unit of measure or the total cost of the selected inventory item. It is not necessary to fill-in both of these boxes
26. In the Qty Released box, type the quantity to be released for the next shipment. This value is reset to zero the next time this line item of the purchase order is applied to a stock addition.
27. Type the expected delivery date in the Shipment Date box in MMDDYY format. If the DD is set to zero, then the shipment may occur on any day during the month and year.
28. In the Order Field #3 box, type up to fifteen characters (numbers and/or letters). The contents of this box are available for printing on the order form, but is not passed forward to the voucher from a purchase order.
29. In the Order Status Acceptable status codes are indicated in the legend to the right of the box. The nine pending status codes reflect the descriptive titles assigned in Setup Information. Refer to corporate policy and procedures regarding pending status codes. box, the default status code displays, and can be overridden as necessary.
30. In the Line Remark box, type any appropriate remark or comment in the. The contents of the remark box are available for printing on a user-defined order form and on order reports.
31. Click OK.
32. If you want to add additional items to the purchase order, click OK, and then click Insert. Repeat Steps 20 - 31 and then click Continue. If you do not want to add additional items to the purchase order, in the Inventory Number box, press Del, click OK, and then click Continue.
33. In the remarks With the Forms Design module, the remark boxes can be tailored to the needs of the individual site. For example: the first screen of remarks may be reserved for the vendor's copy of the order and the second screen of remarks could be printed on an in-house release form. boxes, type any pertinent information. The boxes reflect the descriptive titles assigned in Setup Information. The values in any of the remark boxes can be carried forward to the voucher from a purchase order (or to a delivery ticket and/or invoice from a sales order) if the descriptive titles match.
34. Click Next.
35. In the remarks With the Forms Design module, the remark boxes can be tailored to the needs of the individual site. For example: the first screen of remarks may be reserved for the vendor's copy of the order and the second screen of remarks could be printed on an in-house release form. boxes, type any pertinent information. The boxes reflect the descriptive titles assigned in Setup Information. The values in any of the remark boxes can be carried forward to the voucher from a purchase order (or to a delivery ticket and/or invoice from a sales order) if the descriptive titles match.
36. Click OK.
37. At the Do You Want To Print This Order Form? prompt, click Yes.
38. Select Print Active Lines Only to exclude filled or canceled line items, select Print Active and Underfilled Lines to print active and underfilled lines, select Print Active, Underfilled, and Filled Line to exclude canceled lines, Print Lines with Any Status to print all lines.
39. Select a purchase order form.
40. In the Printer box, type the number associated to the place you want your report to print.
41. In the Copies box, type the number of copies of the report you want to print.
42. In the Pages From and To boxes, type the page number range you want to print the report for. Leave the boxes blank to print all pages.
43. Click OK.
44. At the Do You Want To Reprint? prompt, click No if the printed form is accurate, click Yes to reprint the form and then repeat steps 38-42.

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