This article will teach you how to add primary information to a purchase order.
This feature will allow the person in the PO Approver: Admin workflow role to add purchase information such as Customer Number, Shipping, Tax, and Discounts as well as quantity, unit number, description, GL coding, and unit cost.
- From the Accounting menu, click Purchase Orders.
- From the Accounting: Purchase Orders page, under My Purchase Orders click on a Pending purchase order by clicking the PO #.
- Under the Primary Information section of the Details tab, complete the required fields:
| Field | Explanation |
|---|---|
| Vendor | Confirm the vendor name and address. If incorrect, click into the field and type at least the first three letters of the vendor name, and then select the appropriate vendor. |
| VendorContact | Select the vendor contact, if applicable. |
| Workflow |
Confirm that the correct approval workflow has been selected. Purchase Order approval workflows are set up by your accounting department. The approval roles are also determined by your accounting department and set up by contacting either your corporate administrator or WorkSpace Support. The following is the description of the accounting approval roles: PO Approver: Admin – Responsible for adding purchase order details, line items, GL code, comments, and attachments; Cancels purchase orders. |
| Customer # | Enter the customer number, if applicable. |
| Description | Add or edit the description of the item(s) to be purchased. |
| Effective Date | Select the effective date of the purchase order using the calendar menu. |
| Shipping | Enter the cost of shipping the item(s) to be purchased. |
| Tax |
Click the checkbox next to the tax rate if you need to add tax for the item(s) to be purchased. The tax amount will automatically be calculated and populate in the field. Note: The tax rate is set up in advance by the person with the Accounting: Corporate Administrator role, or by contacting WorkSpace Support. |
| Discount | Enter the amount of the discount, if applicable. |
- Click the Save button.
- Your changes to the purchase order Primary Information have now been saved.