New Purchase Order


Purchase Orders can be created for both billable job costs and non-billable GL costs.


To Create A New Purchase Order:

1.  From the "Production" menu, select "New Purchase Order" to open the Purchase Order screen.

2.  Use the to lookup and select an existing supplier.  If you are issuing a PO for a new supplier, you can click to directly access the Supplier screen and create a new supplier.

3.  After entering a supplier, the header screen will pre-populate with the following default information:  Supplier Name, next Purchase Order number, Added By Name, Office, Today's Date, Default Tax Code, Default Tax % (if any), and Currency.  Verify that these field are correct and click to save the PO header information.

4.  Select the blue hyperlink for Add Billable Job Costs for costs that will be added & billed on jobs or Add Non Billable GL Costs for non-billable overhead expenses or fixed assets.

5.  For Billable Job Costs:

a.  After clicking the Add Billable Job Costs link, the Purchase Order Add Billable Job Costs screen will display to allow you to allocate the cost to one or more jobs and tasks.

b.  Enter the Job and Task line details line by line using the to lookup the Job No. and Task Type.  Enter the description, number of units, and rate per unit.  If necessary, you can use the drop down menu to change the tax code and can override the Tax and Markup calculations by clicking the check box in each of those columns.

c.  Continue distributing the entire PO over task codes until it is fully distributed.  If you need additional lines for task code, click

d.  Once all task code lines of the Purchase Order have been distributed, click to verify that each line has calculated the way you wanted.  When you are satisfied with your input, click to return the the Purchase Order screen.  Your purchase order detail should now display.

e.  Click to save your purchase order.

6. For Non Billable GL Costs:

a.  After clicking the Add Non Billable GL Costs link, the Purchase Order Add Non Billable GL Costs screen will display to allow you to allocate the cost to one or more GL accounts.

b.  Enter the GL Account line details line by line using the to lookup the GL Account.  Enter the number of units, rate per unit, and line description.   If necessary, you can use the drop down menu to change the tax code and can override the Tax calculations by clicking the check box in each of those columns.

c.  Continue distributing the entire PO over task codes until it is fully distributed.  If you need additional lines for task code, click

d.  Once all task code lines of the Purchase Order have been distributed, click to verify that each line has calculated the way you wanted.

e.  You can change the line printing order by changing the Order number column,  Lower ordered lines will print first.

f.  When you are satisfied with your input, click to return the the Purchase Order screen.  Your purchase order detail should now display.

e.  Click to save your purchase order and return to the Purchase Order screen.

Before Purchase Orders can