Overview
Once a Purchase Order is approved, it can be issued to the vendor for fulfillment.
The Purchase Order is issued using a selected PO Report that can be Printed and sent, or Emailed directly to the vendor. The PO Report can optionally be archived to Document Manager (setup required).
Optionally, if enabled via Global Settings, Purchase Orders can be pre-billed. A pre-billed Purchase Order will be posted as a zero-dollar Purchase Journal until the vendor invoice has been received.
Once Issued, the Purchase Order will be marked Open.
Field Descriptions
| • | PO Report - Report to generate and send to the vendor |
| • | Send to Document Management - When checked, the generated PO Report will be archived to Document Manager. |
| • | Send Email? - When checked, the PO Report will be emailed to the recipient defined by the specified SMTP Relay Account (defined in AD>Global Settings>SMTP Relay Servers tab). Email Subject and Body are also defined here. |
| • | AP Account - Accounts Payable Account to use if issuing a pre-bill |
| • | PO Liability Account - Liability Account to use if issuing a pre-bill |
| • | GL Period - Accounting Period for posting if issuing a pre-bill |
| • | Invoice Number - Invoice number to use if issuing a pre-bill |
| • | Invoice Date - Invoice Date to use if issuing a pre-bill |
| • | Due Date - Due Date to use if issuing a pre-bill |
| • | Print - Print the selected PO Report |
| • | Refresh Button (upper right) - Refreshes any listed errors |
| • | Errors Box - Reports any errors to address prior to Issuing the Purchase Order. All errors must be resolved prior to Issuing. |
| • | Issue and Prebill - Issues the Purchase Order and posts a zero-dollar Purchase Journal for pre-bill |
| • | Issue - Issues the Purchase Order |
| • | Cancel - Cancels the Issuance |
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