How to Create and Submit a Purchase Order

Navigating to Purchase Orders

For a user to create and submit a Purchase Order, the user should be assigned the role of a Purchase Order Initiator.

1. Choose the Procure option from the Navigation bar and select the Purchase Order from the drop-down menu.
   

Creating a Purchase Order

1. Fill in details for Name, Notes and Vendor.
   
2. Click on Create Document.

1. Upon Successful Creation of the Purchase Order, a pop-up with Successfully Created New Purchase Order will be displayed on the top right of the screen.

Submitting a Purchase Order

1. After the PO is created, Fill in the Header as well as the line item wise details for the Purchase Order.
   

In Header, fill in details such as Buyer Details, Vendor Details, Policy under which the Purchase is to be accounted, Department and Cost Center of the Purchase and Due date of the Purchase.

Regarding the Line Items, Details specific to the Particular Item is to be filled in, such as the Description for the item, Item category, Quantity, Rate, Discount and Tax rates.

Also, Fields are available to fill in details of Advance Payments, Terms and Conditions, Quotations, Attachments and Comments (if any)

1. Upon Successful submission of the PO, a pop-up stating Successfully Submitted Purchase Order will be displayed on the top right of the screen.
   

Approval Workflow

1. After Successful Creation and Submission of the Purchase Order, it will be Submitted for Approval based on the Policy which is chosen while creating the Purchase Order.
   

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