Purchase Order
Alice Koh
Last Update 8 maanden geleden
What is Purchase Order?
A purchase order (PO) is a formal document issued by a buyer to a seller, indicating the buyer's intention to purchase goods or services under specified terms and conditions. It serves several important functions in the procurement and supply chain processes.
New Purchase Order
New Purchase Order in PO
2. Enter the purchase order details. E.g. General Info, Supplier & Recipient Info and etc. The info with asterisks (*) must be filled in such as Currency Code, Invoice Date, Rev and Prepared By.
PO Details
3. Click on Item Details in order to add items to purchase order. (You may refer back to New Invoice)
Save PO Details
5. Click OK on the confirmation.
Confirmation
6. Record saved.
Record is Saved
Purchase Order List
Purchase Order List in PO
2. User may click on View to check or edit the purchase order. Also, user can choose the purchase order date range to view the purchase order.
View on PO List
Note: User can click on New button to create a new purchase order.
Otherwise, user has to go to Purchase and select New Purchase Order (Purchase Order).
3. There are involved 4 buttons as Print, New, Delete and Edit when you click on View. (You may refer back to Invoice List)
4. Furthermore, there was a Receive button beside Print. Receive button used to cumulative the item’s quantity you had received. When you click on Receive, it will be showed Save Receive, Mark All Receive and Cancel.
User can choose Mark All Receive to receive all the remaining quantity or click on Receive besides the Item No. Thus, user can enter the receive quantity they wanted.
Receive Item in PO
5. You may click on Save Receive once completed.
6. Select Receive Date and click on Receive.
Confirm Receive Date
7. Record saved.
Record is Saved
8. You may click Good Receive Note in order to view on the receive items. Also, you can click Print to download the Good Receive Note PDF.
Print Good Receive Note
9. Purchase Order Template.
Purchase Setting
Tool > Purchase Setting
Purchase Setting contains general settings which are Currency, Payment Term, Payment Method, Note, Tax Rate (%), Item Tax Text, Tax Inclusive, Purchase Order (PO) Format, and Item Filter By Supplier. There is also an account setting that contains Supplier Invoice, Supplier Invoice Payment, Debit Note Transaction, and Supplier Invoice Tax.
Report
Every report will have the filter criteria to filter out the record that needed, please refer the following screen on the filter part.
After user generate the report, can choose to export to different format in (PDF, Excel, CSV)
2. Report > Purchase Order Report > Purchase Order Item Popularity
