Create a Purchase Order from a Parts Record

Follow these instructions to create a purchase order from a Part Explorer record.

Note:  This option is only available if your company has activated Stock Tracking.

1. Navigate to the Main Application Menu and select the Inventory/Parts option.
2. The Parts Search form opens. Locate and open the part to create a purchase order for it.

The Part Explorer opens. There are two methods to create a new PO; select one of the two options below:

• Highlight the tree option Direct Expense PO, right-click and select the New PO option.

• Expand the Warehouse tree of the warehouse into which the part being ordered will be received. Highlight the Open Purchase Orders tree option, right-click and select the New PO option.

3. The New Purchase Order form opens. Fill in the header information. For descriptions of each field in the header area, refer to the Purchase Order Form Definitions topic.
4. If ordering parts, select the needed part(s). For additional parts advance to the next line and enter the part information fields. For descriptions of each field contained on the Part form, refer to the Purchase Order Form Definitions topic.
   If ordering expense items, navigate to the Expense tab and enter the needed expense items. For additional expense items, advance to the next line on the expense tab and enter the expense information fields. For descriptions of each field on the Expense form, refer to the Purchase Order Form Definitions topic.
5. In the footer section of the PO form, enter a Memo, if desired, of up to 256 characters. This information will print on the purchase order. 
6. If a document needs to be attached to the purchase order, click the Apply button; navigate to the Documents tab; and either scan in and attach a document or add an existing saved document. If no documents are being attached, proceed to step number 7.
7. Once all information is entered, click the OK button located at the lower right of the form to save the purchase order.
   The Ship To Address can be changed if necessary: hover the mouse over the words Ship To: in the header of the PO form, right-click and select Edit Address. You can also click on the Edit button shown below the Ship To label in the PO Header.