Create Purchase Order

Use the Purchasing module to track goods and services purchased by you and your organization. To create a new purchase order, follow these steps.

1. From the Purchasing menu, click New.

2. In the Description field, type in a description of this purchase order.

3. In the Segment drop-down menu, select the database segment that this purchase order should be part of. 

   If you create a purchase order in a shared segment, you can have materials in the shared segment issued and received to other segments, provided that you have access to all segments.

4. In the Account drop-down menu, select the account with which this purchase order is associated.  This is the account that will be charged for this purchase order.

5. In the Buyer Resource drop-down menu, select a resource to designate as the buyer for this purchase order. Or, if you want to manually enter the buying party, enter the buyer in the Buyer Name field.

6. In the Ship To drop-down menu, select the warehouse to which the goods that will be listed on this purchase order should be shipped.

7. In the Vendor field, enter the ID for the vendor that will supply the goods for this purchase order. If you do not know the vendor's ID, click the Lookup button and query for the vendor record.  

8. Fill in any of the optional fields that remain on the Main tab or the Details tab.

9. When you are finished filling in all of the required fields and any necessary optional field, click Save to add this purchase order to TMS.

The screen changes to the Purchase Order Edit screen.  Additional tabs (List and Items) are available to you.  We explain the additional tabs in the Purchase Order Edit topic.