Create Purchase Order/Copy Purchase Order

The Create Purchase Order screen allows you to create a new Equipment, Fixed Asset, or Miscellaneous purchase order. See Creating a New Purchase Order. To open the Create Purchase Order screen, click the Click here to add a purchase order link on the Purchase Orders screen.

The Copy Purchase Order screen allows you to copy an existing purchase order. To open the Copy Purchase Order screen, hover over a PO Number on the Purchase Orders screen and select Copy from the pop-up menu.

The fields on the Create Purchase Order and Copy Purchase Order screens are:

Field Description
Vendor Number

The name of the vendor on the purchase order.

On the Copy Purchase Order screen, this value is set for you.
Type

The type of purchase order. Can be one of:

  • All—all types of items.

  • Miscellaneous—items that must be ordered and may be tied to a work order (optional). Some examples include coffee, printer paper, and sublet services.

  • Equipment—machines identified with stock numbers (typically with serial numbers).

  • Fixed Assets—items for the dealership that undergo scheduled depreciation.  Possible items include laptops or machines. Requires Feature 502 - Fixed Assets.

  • Equipment Replenishment—used to suggest machine stock orders for maintaining inventory via minimum order levels.

On the Copy Purchase Order screen, this value is set for you.
PO Number

The new purchase order number.

If the PO Number is left blank the system assigns a PO Number.

Use these buttons to complete your work :

Button Function
Save

Creates a new purchase order opening the Purchase Order Header tab, which allows you to add more detailed information to the purchase order.

-or-

Copies the selected purchase order creating an identical purchase order with a new PO Number.
Close

Closes the screen without creating a purchase order and returns to the Purchase Orders screen.

Security: 603 - PO System

Revision: 2024.01