Overview

Create a new Purchase Order (PO), add items, and calculate totals with discounts or freight, then print and post.

Steps

  1. From the Main Menu, click Expense > Purchase Order.
  2. Enter Requested by. 
  3. Choose a Supplier by entering the supplier/vendor name. Confirm Ship To and enter Ship Via, if the shipping method is known.  If the shipping date is known, enter it in Ship/Due and enter any Supplier Instructions needed.
  4. In the item grid, select a Category, type an Item Description, enter Quantity and Unit Price.  
  5. If applicable,  open the Discount or Freight calculator to enter the amounts.
  6. At the top of the screen, click Print > Print Purchase Order.  The PO defaults to invoice the district, select School at the top of the screen to change it if applicable.
  7. Click Post at the bottom of the screen to post the PO and encumber the funds.

Outcome

A new Purchase Order is posted and the funds are encumbered in reports.

Troubleshooting

  • Category not found - Contact your district administrators to add a new category.
  • Totals not updating - Press Tab after entering values to trigger calculations.

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