This article will teach you how to create a new Purchase Order.
- From the Accounting menu, click Purchase Orders.
- From the Accounting: Purchase Orders page, click the New P/O button.
- Once the Add New Purchase Order page has opened, complete the form presented:
| Field | Explanation |
|---|---|
| Company | Select the appropriate company from the drop-down list. |
| Vendor |
Enter the first three characters or more of the name of the Vendor and once it appears in the drop-down list select the appropriate Vendor. Note: See the Adding a Vendor to a Property article for reference if the Vendor does not appear in the drop-down list. |
| Workflow | Select the Approval Workflow. |
| Date | Select the date you are issuing the Purchase Order. |
| Amount | Enter the total amount of the goods or services to be purchased. |
| Description | Enter a brief description of the goods or services to be purchased. |
- Click the Save button.
- The Purchase Order is now ready for the user in the PO Approver: Admin Workflow Role to review, add additional information, and approve the Purchase Order.