PO Purchase Order Entry

PO Purchase Order Entry creates commitments to purchase materials or services against a job, inventory, expense GL, equipment, or work order.

Before you start

• Vendor and line destination (job/phase/cost type, inventory, or GL) are known.
• Compliance group is ready if required.

Steps

1. Open PO Purchase Order Entry.
2. Enter or auto-assign the purchase order number.
3. Enter the vendor and a description if needed.
4. For each line, select the item type (job, inventory, expense accounts, equipment, equipment work orders, or service work orders).
5. Complete type-specific fields (job, phase, cost type, GL account, and so on).
6. Set unit of measure (LS for lump sum, or another UOM).
7. If taxed, set tax type to sales or use and select the tax code.
8. When all lines are entered: File → Process Batch → Validate → preview reports → Post.

Notes

• Resolve compliance issues before posting if your process requires it.
• Confirm tax codes and rates before post.