Create a Purchase Order

Use Purchase Order Entry to request goods or services from a supplier and establish the quantities, prices, dates, and receiving location expected by your organization.

Before you begin

• Confirm the supplier, delivery location, required date, item or service, price, tax, and approval authority.
• Use an approved supplier and purchasing terms.
• Check existing orders to avoid duplication.

Create the purchase order

1. Select the Supplier.
2. Enter the supplier quotation or internal Reference when required.
3. Confirm the Delivery Date and receiving location.
4. Select an item or enter an allowed description for a service line.
5. Enter Quantity, Unit Price, tax, and the relevant account or dimension when requested.
6. Click Add Item and repeat for all lines.
7. Review totals, currency, tax, delivery details, and notes.
8. Click Place Order and complete any required approval workflow.

After placing the order

• Send the approved order to the supplier.
• Track it in Outstanding Purchase Orders.
• Continue with Receive Purchase Order Items when goods arrive.