Purchasing Steps

Purchasing is the process of buying products from vendors, receiving them, allocating them to jobs that require them, and paying for them.

Follow these steps to handle purchase orders:

  1. Add a purchase order header.
  2. Add purchase order lines.
    NOTE: Alternatively, you can quickly create an entire purchase order on the Purchase Orders Quick Entry form.
  3. Receive a purchase order.
  4. Create a voucher/adjustment for a purchase order.
NOTE: The system displays error or warning messages if you add an item flagged obsolete or slow-moving to a purchase order, blanket purchase order, or purchase requisition.

Related Topics

Purchasing Overview

Adding a Blanket Purchase Order Header

Allocating Landed Costs

Changing a Purchase Order Header Status

Creating and Approving a Purchase Order Requisition

Deleting a Purchase Order

Generating Landed Cost Vouchers

Returning Material After Receiving a Purchase Order

Setting Up Landed Costs

Purchase Orders Quick Entry