Creating a PO from a Catalog
In addition to creating a purchase order from scratch, it is possible to create a purchase order from the catalogs assigned to the user. To do this, click on the Catalogs menu under the Catalog Management section on the left side of the screen.
Within the Catalogs menu, the user can access that they have to viewing authority and can access within those catalogs the products in the catalogs.
Catalog selection is made from the selection area under the Catalog Name heading on the left side of the screen, while selection of categories belong the catalogs should be done from the Select by Category area. If available, querying belong of subcategories can also be performed.
For the product to be ordered, the quantity information must be entered and then the Add button should be clicked.
To view the products added to the cart, click on the cart icon located at the top right section of the screen.
On the opened page, the products added to the cart are listed. The products to be ordered should be selected by checking the boxes at the beginning of the rows then clicking the Create PO button.
IOn the order information page that appears after clicking the Create PO button:
· Title: This is a mandatory area where the subject of the purchase order can be entered. The purchase order title must be longer than 4 characters and shorter than 50 characters.
· Buyer PO No: This is an optional and a text entering area used for writing the purchase order number defined in the ERP system, in case of buyer's ERP system integration.
· Purchase Order Notes: This is an area where notes related to the purchase order can be writed and text entered. The notes entered in this area are visible to the Supplier selected in the purchase order.
·· Supplier: This is a mandatory area where the supplier for the purchase order is selected.
· Supplier User: This is a mandatory area where the user from the supplier for the purchase order is selected. The information of the user selected as the Purchase Order User in the Supplier Details -> Users tab is automatically reflected. The purchase order notification email is sent only to the user selected in this area. All users listed in the selection list can view the purchase order on the Purchase Order Management page.
· Currency: This is the currency in which the purchase order amount will be calculated. It is a mandatory area. The default currency defined under the Buyer is automatically populated. All currencies assigned to the Buyer are listed in the selection list.
· Purchase Order Terms: This is the area where the terms of the purchase order can be selected. If only one Purchase Order Term is defined under the Buyer, it is automatically populated. All purchase order terms defined in the Company Details -> Purchase Order Terms tab are listed with their title information in the selection list.
· Authorized Person: The purchase order authorized person is selected. It is a mandatory area. All users defined under the Buyer are listed in the selection list, with the default value being the user performing the action.
Fill out the areas and click the Save and Continue button at the bottom right of the screen. Clicking the Save button creates the purchase order in the Setup status.
If updates are desired for the information related to an item on the Line Item Listpage, click on the edit icon under the Action column, make the necessary changes, and save them. If you wish to delete an purchase order item, click on the bin icon to delete it.
To add a document in the purchase order, open the Documents step, click the Upload Document button, and choose the required document from the computer, then confirm it.
The name of the uploaded document, the upload date, and the name of the authorized person who uploaded it can be accessed. To delete the uploaded document, click on the bin icon. To download the document to the computer, click on the download icon. Whether the document can be viewed by suppliers can be decided by enable/disablethe button in the Supplier Access column. If enable, suppliers can view the documents; if disable, suppliers cannot view the documents.
Note: Purchase orders that remain in the Setup status can only be viewed by the user who created the purchase order and if it includes an approval chain, it means it has not been sent for approval stage in any way. The purchase order status must be advanced by clicking the Submit button in the Summarymenu.
The second is by clicking the Logs icon under the Action column in the Purchase Order List area.
From the Logs page, you can view the types of actions taken on the purchase order and their timestamps. The names of the authorized who approved the relevant purchase orders and the approval date information can also be viewed from this area.
The PO's that were created are listed in the PO List page. For further information click the link below.
Promena
The PO's that are in "Sent To Supplier" status could be followed from the PO List (My POs) page. For further information click the link below.
Promena