How to Process Purchase Orders

In this topic, we'll show you how to process Material Purchase Orders.

  1. Click on the Material Management module from the left navigation. 



  2. Click on Purchase Orders.



  3. Click on the Create New Purchase Order button located on the top right corner of the screen.



  4. Enter a customer id in the Customer ID input box.



  5. Click on the Designated Reviewer box.



  6. Select the checkboxes next to the reviewer names and then click on the Add button.



  7. Click on the Delivery Type drop down and select a delivery type.



  8. Click on the Material Supplier drop down and select a material supplier from the drop down.





  9. Click on the Attention box field.



  10. Select the checkboxes next to the assignee names and then click on the Add button.



  11. Click on the Attach Files drop down.

      

  12. Select the Attach From Computer option and select the files that you want to attach with the Purchase Order.
    Note: You can also attach files from other cloud file storage services such as Google Drive, Dropbox, Box, ShareFile or One Drive. When you choose to attach files from a cloud service the system will ask for your permission to connect with the file storage service of your choice.



  13. Click on the Add Materials link.

      

  14. Select the checkboxes located next to the IDs of the materials that you want to order and click on the Add button.



  15. Enter the quantities of the materials in the Quantity input boxes.

      

  16. Enter the unit prices of the material in the Unit Price input box. You can add other relevant information as needed in the form; such as Delivery Point, Workpackage etc.

      

  17. Click on the Process Purchase Order button.



  18. Purchase order will be successfully processed.


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