Purchase Order

Create New Purchase Order – Click this to create a new Purchase Order.

Copy to AP Invoice – Click this to create an AP Invoice with the details of a Purchase Order.

Create New Purchase Order

Creditor – Select a Creditor.

Date – Current date (i.e. today’s date) is the default provided.                                                        

Creditor Ref No. – Enter the creditor’s reference number.

Acc – Select the account that the item belongs to.

Description – The Account Name of the selected Acc will be provided as a default Description. You may add-to, edit or overwrite the default Description.

Fund – Select fund (if applicable). The default provided is the primary/main fund.

Amount – Enter the amount.

Add Item – You may add items by clicking the ‘+ Add Item’ button.

Main Description – The default Main Description provided is a combination of the Descriptions of each item entered. You may add-to, edit or overwrite the default Main Description.

Attachments – You may attach up to two PDF files to a Purchase Order.

Cick ‘Save’ to save the Purchase Order.