Overview
There are three ways to generate a Purchase Order; using the Create Purchase order through the Web Portal, importing a purchase order from a CSV file, or converting a reorder recommendation into a purchase order.
To create a Purchase Order through Web Portal, you would go to Transactions > Purchase Orders > Create or Modify a Purchase Order
In red, you will see the required fields for your purchase order - adding an e-mail will allow the Vendor to receive your order by e-mail. When you are finished creating the order, click "Save".
The person who will approve the Purchase Order would need to go back to "Create or Modify a Purchase Order", search for the order and then select "Send For Approval"
There is a multi-step process in sending the Purchase Order for approval, then the approval step, and finally sending the Purchase Order to the Vendor.
Once the Purchase Order has been sent for approval, the person approving the order will select "Approve"
Once the Purchase Order has been approved, it will need to be sent to the Vendor. The user would select "Send"
You are able to print the purchase order or send to the Vendor by e-mail. Purchase orders are able to be modified after sent and resent. You are able to Track and Look up the purchase order.