Create Purchase Order

There are two ways to create purchase order:

• Create by purchase request
• Create by purchase order

Create by purchase request

There are two ways to create purchase order by purchase request:

• Make PO From PR
• Make PO From PR Lines

• Make PO From PR

• Go to Purchase Requests, select PR that the status is Waiting PO after that click the button Make PO from PR

After that select Supplier or Location if want to add or change and click the button Apply then click the button Create PO

The system will create Purchase Order that the status is Draft

• Make PO From PR Lines

• Go to Purchase Request Lines -> Make PO From PR Lines and select PR that the status is Waiting PO then click the button Create PO

After that select Supplier or Location if want to add or change and click the button Apply then click the button Create PO

The system will create Purchase Order that the status is Draft

Creating Purchase Order by purchase order

• You can access the Purchase Order menu at Purchasing >> Purchase Order.

• To open a Purchase Order, click on New Purchase Order, but if you want to confirm Purchase Order, select the Purchase Order you want, then press Confirm to confirm the purchase.

• The information that should be filled in the Purchase Order is as follows:

• Supplier: Distributor
• Date: Date of Purchase
• Delivery Date: Delivery Date
• Currency: Currency
• Tax Type: Tax Type

• Tax Exclusive (Purchase total before VAT)
• Tax Inclusive  (Purchase total included VAT)
• No Tax  (Purchase total without VAT)

• Billing Address : Automatically selected  (See set up billing address in how to configure “Organization” )
• Billing Address : Automatically selected (See set up shipping address in how to configure “Organization” )
• Location: The location where to receive products
• Payment Terms: Information as text

• After the Confirm Purchase Order, the Purchase Order will change to Confirmed.
• In case of delivery To open the receipt, go to Options >> Copy to Goods Receipt
• Open the vendor invoice for further accounting by going to Options >> Copy to Supplier Invoices.

• Once the goods have been received or payment has been made in the Purchase Order, the status of delivery or payment will be updated. Delivered, Paid

• Then click Complete Purchase Order to close the Order Purchase Order.

Note: If create the picking from PO, the system will check Product, QTY and Location to same with PO

The system will check the field Location when press the button Validate the picking