In this topic you will learn how to Add a Purchase Order for an Item by Description.
Enter the Buyer by UserID.
You can change the Default Vendor Address or Location from this page.
The Due Date will be 14 days from today's date.
The Original Promise Date will be 3 days from today's date.
Enter the number of rows you wish to add.
Enter additional Item Description (up to 254 characters).
Click Spell Check to Spell Check the item description text.
Click the Save button.
NOTE: To change the Freight Terms Code or the Ship Via, navigate to the PO Defaults page.
Click the Project link to add Project Business Unit, Project and Activity.
Add Vendor Information (model number, catalog number, etc.)
NOTE: Click the drop-down arrow to the right of the Receiving Required field and select the Receiving Is Optional option if you will not require a receiver for payment.
Match rules are set at the Business Unit level. All business units are set to require matching except LSUNA.
To enter a PO that requires no matching navigate to the schedule page, click the matching link, and select No Match. Navigate to the PO header page, click the Line details button or the Receiving link, and change the Receiving Required option to Do not Receive.
To enter a PO that requires matching but does not require a receipt navigate to the PO header page, click the line details button or the Receiving link and change the Receiving Required option to Do not Receive.
To enter a PO that requires matching and a receipt navigate to the PO header page, click the line details button or the Receiving link and change the Receiving Required option to receiving is Required.
Record the PO Number: __________
Add a Purchase Order for an Item by Description
This completes Add a Purchase Order for an Item by Description.
Enter the Buyer by UserID.
The Due Date will be 14 days from today's date.
The Original Promise Date will be 3 days from today's date.
Click thePurchasinglink.
Click thePurchase Orderslink.
Click theAdd/Update POslink.
Click theAddbutton.
Click theHold From Further Processingoption.
Enter the desired information into theVendor IDfield. Enter
a valid value
e.g.
"0000000563"
.
Enter the desired information into theBuyerfield. Enter
a valid value
e.g.
"SAUTHE"
.
Click theVendor Detailslink.
Click theOKbutton.
Enter the desired information into thePO Referencefield. Enter
a valid value
e.g.
"GENERATOR"
.
Click thePO Defaultslink.
Enter the desired information into theShip Tofield. Enter
a valid value
e.g.
"LSUSH"
.
Enter the desired information into theDue Datefield. Enter
a valid value
e.g.
"07192011"
.
Enter the desired information into theDue Datefield. Enter
a valid value
e.g.
"07082011"
.
Enter the desired information into theAccountfield. Enter
a valid value
e.g.
"545700"
.
Enter the desired information into theDeptfield. Enter
a valid value
e.g.
"2036050"
.
Enter the desired information into theLocationfield. Enter
a valid value
e.g.
"9901Z0595"
.
Enter the desired information into theFundfield. Enter
a valid value
e.g.
"111"
.
Enter the desired information into theProgramfield. Enter
a valid value
e.g.
"95001"
.
Enter the desired information into theClassfield. Enter
a valid value
e.g.
"61010"
.
Click theOKbutton.
Click theHeader Detailslink.
Enter the desired information into thePO Typefield. Enter
a valid value
e.g.
"GEN"
.
Click theOKbutton.
Enter the desired information into theDescriptionfield. Enter
a valid value
e.g.
"HONDA GENERATOR"
.
Enter the desired information into thePO Qtyfield. Enter
a valid value
e.g.
"1"
.
Enter the desired information into theUOMfield. Enter
a valid value
e.g.
"EA"
.
Enter the desired information into theCategoryfield. Enter
a valid value
e.g.
"00000"
.
Enter the desired information into thePricefield. Enter
