Purchase Orders

A purchase order may be created from the open purchase orders list (Accounts Payable > Purchase Orders >New Purchase Order button) or from a Vendor record.  Both methods will be described in this topic section. Create a Purchase Order from the Purc...

Users are able to copy a purchase order within the same vendor or to different vendor.  When using this feature, the software will create a new purchase order with all the same items, parts, and part kits as on the original PO. A Purchase Order is ...

A Purchase Order may be deleted if it has not been received, resolved or bills have not been linked to the PO. A purchase order may be deleted from the vendor record, or from the Open Purchase Order list. Once the purchase order is displayed, clic...

Both open and resolved  purchase orders may be edited.  A purchase order may be edited from the vendor record, or from the Open Purchase Order list. Once the purchase order is displayed, click on the Edit button at the upper right of the page. ...

To print or email a purchase order to the vendor, open the purchase order record from either the Open Purchase Order list or from the Vendor record. Once the purchase order is displayed, click on the Deliver button at the upper right of the page. ...

A Purchase Order (PO) is used to order goods and services from a Vendor.  If ordering parts, they may be received in a warehouse or direct expensed to a work order. When viewing a Purchase Order, there are several tabs available for adding, viewing...

To access the Purchase Orders List, navigate to Accounts Payable > Purchase Orders.  The Purchase Orders list will display all open purchase orders sorted by PO#.  To view both open and closed purchase orders, click on the toggle button Show all POs...