Add a PO in iDocs.
Adding a PO to iDocs.
Regardless of the type of PO required all are accessed by Purchasing > Add purchase order.
Creating an Item type PO
Purchase order header
Please select the order Type as Item as circled below.
For the header information the following fields must be populated:
- Supplier
- Delivery date
- Delivery To
- Order date and tax date will be populated automatically
Purchase order Lines
Every Item type PO MUST have an Item selected.
To select an item, use the arrow to the right of the Items Field.
This will bring up a window and from here you can select the appropriate item. To select the item, click on the blue word select. It will then be transferred to the PO line.
You will then need to add a warehouse. Use the arrow on the right of the Warehouse field to select. This again will bring up a window to select from.
From this window use the blue word select to add the warehouse to the PO line.
Populate the quaintly for each line. Notice that the line of business and department have prepopulated. The cost type has no drop down so is not required.
If you need to add a second line, use the + button.
Purchase order footer.
Once all the information is entered, you now need to submit the PO. This is done using the submit button in the purchase order footer.
If you select Save, the PO will be saved as a draft and IS NOT submitted.
You can see the PO has been completed correctly as it is not highlighted red showing errors and you can see the next approver.
Creating a Service type PO
Purchase order header
Please select the order Type as Service as circled below.
For the header information the following fields must be populated:
- Supplier
- Delivery date
- Delivery To
- Order date and tax date will be populated automatically
Purchase order Lines
Each Service Type PO MUST have a GL Account select.
To select a GL account use the arrow on the right of the GL Accounts Field.
This will bring up a window and from here you can select the appropriate GL Account. To select the GL Account, click on the blue word select. It will then be transferred to the PO line.
The description field should be populated with a description of the service. This is free text.
If you need to add a second line, use the + button.
A price and Quality will need to be entered.
You will see the Line of Business and department have been prepopulated. You will need to select a cost type. This is done by pushing the drop down pre-selected menu and click on the correct cost type.
Purchase order footer.
Once all the information is entered, you now need to submit the PO. This is done using the submit button in the purchase order footer.
If you select Save, the PO will be saved as a draft and IS NOT submitted.
You can see the PO has been created correctly as it is not highlighted red showing errors and you can see the next approver.
NOTE: Item No quantity & Service no quantity follow same rules but the quantity fields are not required.