Purchase Orders
Use this option to add and maintain purchase orders. The option displays the Purchase Order Listing page, where you can search for and list existing purchase orders. You also can display additional pages for creating, copying, and changing existing purchase orders.
If the ordered items are associated with approved line items from a requisition, you can reference the requisition number and default the items' data to the purchase order.
Menu Path: Purchasing > Entry & Processing > Purchase Order Processing > Purchase Orders
Purchase Order Pages
The Purchasing System provides three main pages for adding, copying, updating, and viewing purchase orders:
Purchase Order Listing | Lets you search for, list, print, delete, and view summary information on purchase orders. You also start the add, copy, and update processes in this page. For details, refer to Purchase Order Listing Page. |
Purchase Order Information | Lets you update or view purchase order header and line item information. This page is also used to add purchase orders, but under a different title, New Purchase Order Information. For details, refer to Purchase Order Information Page. |
Copy Purchase Order | Lets you copy information from an existing purchase order to create a new one. For details, refer to Purchase Order Information Page. |
In addition, the following pages are provided for working with purchase orders:
Print Purchase Orders Lets you generate hard copies of either new or previously printed purchase orders.
Change Order Listing. Lets you add, view, and print change orders for purchase orders that were posted to and encumbered in Fund Accounting.
Purchase Order Approval Lets you view a line item's approval status.
Vendor Order Addresses Lets you select an alternate address for the purchase order's recommended vendor. You can also create additional address records in this page.
Taxes Lets you adjust a line item's sales and use tax amounts. These amounts are generated based on tax rates in the vendor's Vendor List record.
Charge Distribution Templates Lets you apply distributions from a template, so you do not have to enter them individually.
Notes Lets you add detailed notes for a purchase order line item.
Attachments Lets you add and view attachments for a selected purchase order.