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Purchase Order overview

The Purchase Order (PO) module tracks commitments to buy materials or services (often job-costed). It supports compliance, receipts for three-way match (PO → receipt → AP invoice), change orders, and closing remaining commitment.

Typical flow​

  1. Configure PO Company Parameters, shipping locations, vendor materials, and compliance as needed.
  2. Enter purchase orders in PO Purchase Order Entry and post.
  3. Record receipts (PO Receipts Entry or PO Initialize Receipts) when materials arrive.
  4. Enter change orders when quantities or costs change; close leftover commitment with PO Close.

Before you use PO​

  • Vendors exist in AP.
  • Jobs, inventory, or GL accounts used on PO lines are set up.
  • If you use three-way match, receipt recording is enabled in company parameters.