Description
Manage Purchase Orders from this page
Add/Edit Purchase Order
Enter all required fields and click submit.
The following fields are available
- Vendor - PO's vendor
- Template - PDF template to use
- Reference - PO Reference Field
- Warehouse - Warehouse to receive items to
- Delivery Date - Expected Delivery date of items
- Posting Date - Journal posted date of the invoice
- Currency - currency invoice is created in
- Location - Location to post the invoice to
- Intercompany Location - Intercompany Location to post the invoice to
- Inventory Accrual Account - Ledger Account used to record the liability upon receiving items, prior to entering the related bill into Accounts Payable
Line Items
- Item/Description - click to toggle between a description/item/kit line item.
- Cost Center - The line items associated cost center
- Job - The line items associated job, only this customers jobs will be available
- Product - The line items product.
- Inventory Account - if the line item is an Item this is a reference to the Item's Inventory account.
- Quantity - Number of items
- Amount - Price per item
- Tax Code - Select the tax code to apply a percentage tax to the Purchase Order
- Tax Amount - Populated from the Tax Code or manually entered
- Total - Quantity * Amount + Tax Amount
- Notes - Long form text field for extra information regarding this object.
- Drop here to add attachments - Drag and Drop attachments to upload them and associate them with the object
- Notes - Long form text field for extra information regarding this object.
Actions
- Details - Click the bill number to view the PO's detail Page. For more information see this article: PO Detail
- Attachments - - Click to view a list of the PO's attachments and download.
- PDF - - Click to bring up a PDF preview of the PO. Click anywhere on the preview to download the PO
- Email - Click to email an issued PO to the vendor.
- Delete - Delete this bill