Page Comparison

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1. PO number must be auto generated but the user has the option of using the auto generated name or creating their own name for the PO by unchecking the box and manually entering the name.
2. Select a Vendor using the Look up button (For adding a new vendor click the Add Vendor button, this will take user to the Add Vendor screen where the vendor details can be given and saved. If vendor email is given and Mail settings are setup, the PO is finally emailed to the vendor.)
3. Select the date if applicable or the current date will be set by default.
4. The user places the order for the selected Venue and the Store/Warehouse.
5. Select the item using the Item look up icon. When selecting more items than lines are available a pop up message will appear asking whether you would like to just keep the first 50 items or to cancel and return back to the PO and add additional lines. If you select the first 50 it will only add those to the PO, leaving off the remainder of items.
6. If the item does not exist, a new item can be created from the Item look up window. To Create a New Item from the item lookup window, the user has to click Add New Item button and give the mandatory data and then click create. This will create a new item and it will be added at the bottom of the list.
7. All the items that the user wants to add to the PO can be checked and added. Cost can be adjusted for this order to a different amount, but selling price and item description cannot be modified.
8. Select the Unit of Purchase for all the items.
9. Assign tax amount and discount, if applicable. Tax and Discount can be given at an item level for each item or at a PO level for all the items combined. The tax and discount of item is carried forward to the receiving but the tax and discount on the PO level is not carried forward in the receiving and is only present  for the users knowledge.
10. For a bulk PO, click the number of lines needed (50, 100, 250, 500, 999). That many lines opens up and user can create bulk items.
11. Each item had notes which is a place where line item notes can be added, this can be viewed by the user later at the CAS only and is not visible in the PDF copy of the PO. These notes can be modified by user and once the PO is sent, the notes cannot be modified and can only be viewed.
12. Give shipping comments and general comments if applicable.
13. Shipping Compliance: From the drop down selection (as previously created under management>transaction codes), select shipping compliance (uses such as UPS, 2 Day, Overnight, etc)
14. Click Save. A pop up appears asking if the user wants to create a new name for the PO. If the user selects Yes, cursor will go to the PO name and user can change the name of the PO. If Cancel is selected, user is returned to the create PO screen and can proceed. At this point the user would review the PO and then Send for Approval.

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