Create a PO for an add-on

Add-ons use the standard shop purchase order.

1. At the Asset Management main menu, click on the Approved Orders button. The Work With Approved Orders display screen appears.
2. Click By Unit. The Work With Approved Orders display screen appears.
3. Right-click on the add-on requisition line and select Create. The Add-to or Create New Purchase Order screen appears.
4. Leave the Purchase Order number field blank and click Create New PO . The Order Entry change screen appears.
5. Fill in the fields as required.

   Order Dateis the date the order was created. It defaults to the current date but can be changed. You can click on the calendar button to select the date.

   Due Dateis the date the goods being ordered are due to arrive. It defaults to the current date but can be changed. You can click on the calendar button to select the date.

   Warehouseis the warehouse that will store the items. It defaults to the system-defined warehouse, but can be changed. You can click on the Prompt button to select the warehouse from a list.

   Vendoris the company the purchase order will be sent to. A value is required. You can click on the Prompt button to select the vendor from a list.

   Pay To Vendoridentifies which company should be paid for the order, if different from the vendor. You can click on the Prompt button to select the vendor from a list.

   Province/Stateis the province or state the vendor is located in. If left blank, it will default to the province or state defined in the vendor master. You can click on the Prompt button to select the province or state from a list.

   Contact Nameis the person at the vendor company who can be contacted if there are questions or concerns about the order. If left blank, it will default to the contact person defined on the vendor master.

   Contact Phoneis the telephone number of the vendor contact person. If left blank, it will default to the telephone number defined on the vendor master.

   Exchange Rateis the rate of exchange between different currencies, as a ratio. This may be used if the vendor is located in another country or deals in a different currency.

   Quote/Ref Numberis the quote or reference number identifying any papers related to this PO, if applicable.

   Quote/Ref Dateis the date on the quote or reference. It is optional.

   Shipping Methodidentifies how the products will be shipped. It is optional.

   Shipping Viaidentifies which company will ship the products. It is optional.

6. Click Enter . The Miscellaneous Order Entry change screen appears.
7. Click Add . The Miscellaneous Order Entry add screen appears.
8. Fill in the fields as required.

   Descriptionis the name of the add-on being ordered.

   Order Qtyis the quantity of the add-on being ordered.

   UOMidentifies how the add-on is measured (e.g. each, quarts, meters, etc.). You can right-click in the field and select Prompt to select the unit of measure from a list.

   Per Unitis the price per unit of the add-on, to 4 decimal places.

   GSTflags whether the federal goods and services tax is included in the per unit price or if it is outside and to be added to the price. You can right-click in the field and select Prompt to select the flag from a list.

   GST Exemptflags whether or not this item is exempt from federal tax. You can right-click in the field and select Prompt to select the flag from a list.

   PST Exemptflags whether or not this item is exempt from provincial or state sales tax. You can right-click in the field and select Prompt to select the flag from a list.

   GST Categoryidentifies the amount of federal tax charged on the line. You can right-click in the field and select Prompt to select the category from a list.

   Due Dateis the date the item is required.

   G/L Accountidentifies which general ledger account the item should be charged to. You can right-click in the field and select Prompt to select the account from a list.

9. Click Enter to save the add-on items.
10. Click Change to return to the Miscellaneous Order Entry change screen.
11. Click Process . The Process Order screen appears.
12. Click Process. You return to the Work With Approved Orders display screen where the PO status changes to Processed. You can now print out the order and send it to the vendor, and enter receipts.

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