Purchasing Steps

Purchasing is the process of buying products from vendors, receiving them, allocating them to jobs that require them, and paying for them.

Follow these steps to handle purchase orders:

Add a purchase order header.
Add purchase order lines.

Note: Alternatively, you can quickly create an entire purchase order on the Purchase Orders Quick Entry form.
Receive a purchase order.
Create a voucher/adjustment for a purchase order.

Note: The system displays error or warning messages if you add an item flagged obsolete or slow-moving to a purchase order, blanket purchase order, or purchase requisition.