Make Purchase Order

1)   This task is used basically when customer gave an order to a vendor, that they want to purchase the goods from him and for that purpose they make an order to purchase goods.

   

2)   There are several methods using which we can make “Purchase Order”. One method of making purchase order is that we first have to go to the “Task Menu” and select the 7^th option that is “Purchase Order” and the second method of making purchase order is that we have to go to the “Options” and then select the 2^nd last option that is “Navigation Aid” the above screen will be appear.  

       

      

3)   In the above purchase order window something mentions to be mandatory according to the requirement of customer.  First we select the “Vendor” in the Vendor ID field because we making an order to vendor or supplier that we want to purchase the following goods at what price and when and which item we want to purchase. Now first we select the vendor from whom we want to purchase or whom we are sending order for purchasing. If we have already made the vendor then just click on the “Magnifying Glass” and select the vendor. but if we have no vendor and want to make it then do one of the following:-

       

      4) In “Ship To” customer have to write the address where the vendor sent goods to him.

i.     Go to the “Maintain Menu” and select the vendor option and make the vendor.

ii.    Type “+” or “Double Click” inside the vendor ID field and enter a new vendor ID and also complete the necessary information of the vendor after giving all the information just click on the “Save” button.   

   

      

  

5)   The next step is to specify the date and on the right side of the purchase order there are two dates displayed. “Date” this is the date at which we are making the purchase order and the 2^nd is “Good Thru” this is the date at which we want to receive the goods or the goods are sent to us.  Now the most important thing is to give the “Purchase Order No” and this is the compulsory part of this purchase order. “Close PO” option is used to close the purchase order. By selecting this, purchase order is closed. For instance out of 200 goods we just received 160 goods then by clicking on this “Close PO” we mean that we will not receive the remaining 40 items. “Drop Ship” the goods which are not received yet will be cancelled.   

6)   Now we have to specify the quantity needed, item, unit price of that item, GL inventory account in the following window.

  

 

7)   First we have to give the “Quantity” in the quantity column. That how much quantity customer need. And after that we have to select the “Item” from our item list. Means what we want to purchase from our supplier or vendor. When we select the item the name, description and GL inventory account of that item automatically display in the following window.

     

8)    After that we have to give the “Unit Price” which means that at the mention price we purchase that item from our vendor or supplier. The per unit price will be shown in the above window.

9)    When our requirement is been specified then we have to select the “Account Payables” account in the A/P option which is shown at the right top of amount column. It means that we are making purchase order at credit basis.

                                  
                                       

    

                                     

10)  After filling all the required information we have to save the given information and for that matter we have to press the “Save” button or press “Alt + S”.