How to Create and Code Purchase Orders

Modified on Tue, 5 Aug at 2:10 PM

Purchase Orders are created within the In Progress tab of the Purchase Order module.

Create a Purchase Order

Navigate to the In Progress tab of the Purchase Order module. On the right side, click Create New to create a new Purchase Order.

Coding a Purchase Order

Click Create New opens the new Purchase Order creation window. From here, you can code both header and line-level items for the Purchase Order. Click Submit for Approval to submit the Purchase Order to the approval workflow, or click Save to come back to the PO later.