Navigation – Procurement – Order Managment – Purchase Order

> After click on Purchase Order function this window will appear.       

> Click on New Purchase Order Button to Create New Purchase Order.

>After click New button new window will be open.

>In Document Information option- put the Invoice No in (Reference No column), Invoice Date in (Reference Date column),

>In Vendor Information option – select the vendor name by typing.

> In Other Information option – Select the Valid upto date of stock received.

> After select all information, you can see there are two option two select the Item,

1) Scan Barcode option

2) Search Any Article option.

> For select the item, type the item name in search barcode option, and select the item from the list.

> After select any Standard item, you can see when you click the item it’s showing on the grid directly.

> When you select Variant Matrix item, then the Size selection window will be open. Now select the sizes from the window for which you want to create the purchase order by clicking on check box.

> After select the sizes, click on Populate Items button.

> After click Populate Item button, you can see the selected sizes will show in purchase order grid.

> Now if you want to change the quantity / Rate / SP of any item, click on that once and change it. you can also use tab option to go next Rate or SP option.

> If you want to delete any item or size from the grid, click on delete option to delete

> If you want to Item level discount, please click on discount option, and select the option (Percentage or Amount).

> After select option and put discount, click on apply button.

> If you want to put discount and other charges on bill level, then you can put that in Summery option.

> like if you want to put discount then click on discount edit option in summery, after click on edit button, this window will appear. Put discount amount and click on Recalculate button to calculate discount amount. Click Close button after put values.

> Same process if you want to put Freight and Other Charges.

> After close charges window, you will see the charges apply on the whole bill level.

> Now you can click on Save button to save the purchase order.

> After click on save, you will see the confirmation message. Click ok to continue.

> For Approve the Purchase order, select the PO which you want to Approve the click to open once,

> After open the Purchase Order. Click on Approve button to Approve the purchase order.

> After click Approve button, you will see the confirmation message. click ok to continue.

>> Now the Purchase Order Create process is completed successfully.

NOTE : IF YOU WANT TO GENERATE WRONG PO THEN YOU CAN ALSO CANCEL THAT PO BEFORE APPROVAL.

> For That click on Cancel button instead of Approve and then type exact PO number for example { PO-00002/23-24} and then click to cancel button to cancel.