Purchase Orders (non PO-Module)

Purchase Orders 

Adding a New PO:

NOTE: If the Accrualify PO module is turned on the appropriate way to add a PO is through the module:

Admin PO add - In the PO view click: Add PO -> once all pertinent data has been completed hit “Submit” NOTE: the system will allow you to enter unassociated (blanket) PO’s

Editing an Existing PO:

Open the PO desired -> Click on Edit PO

Associating a PO to a Vendor:

Open PO desired -> Click on Edit PO -> type in Vendor name -> Submit

Associating a PO to an Accrual or An Invoice:

Please refer to “associating accrual to PO” or “associating invoice to PO” in “accrual” or “Invoice” section in this manual

Changing PO Default Codification:

There are two ways to do this:

1. Bulk Update -> must download PO detail then upload using templates
2. Open desired PO -> click “Edit Accounts” -> Save when complete

PO Detail View:

In the PO Details view you are able to see all associated Contacts/Accruals/Invoices/etc

PO Status:

New = A newly created PO either from an invoice blast or an upload. This status is not pushed to ERP

Pending = Out for approval N/A for initial release

Rejected = PO has been rejected

Open = PO is ready and waiting for association to invoices and accruals

Closed = PO is closed.