...

The "Purchase Order (create)" form. The Main tab

In the Company field, you can select an individual or a legal entity from whom you want to purchase some goods or services.

The Contract field is populated automatically with the default contract of the selected company. If necessary, you can select another one.

<Auto> in the Number field indicates that an internal number for this document is assigned automatically when you save the document. The From field is populated automatically with the current business date. You can select another date, if necessary.

In the Entity field, select an entity of your company which is responsible for the document. The Entity field is available if the Multi-Company Accounting option is selected on: Administration > Settings > General Settings. You can select your personal default entity to appear in documents; for this, refer to Personal Settings. If you have not selected your default entity, the entity defined first will be used as the system default value.

In the Company field, you can select an individual or a legal entity from whom you want to purchase some goods or services.

The Contract The Basis field is populated automatically with the default contract of the selected company. If necessary, you can select another one, if the Purchase Order is based on a document of the following types: Production Order, Requisition, or Quotation. You can manually select the basis document from the list (for this, click Show all from the drop-down list).

The Customer Order field is populated automatically with the customer order if this purchase order is based on it. To populate the purchase order with the data from the customer order, click the Fill ( ) button.

The Requisition field is available if the Enable Requisitions option is selected on the Administration > Settings > Purchasing and Warehouses form. The Requisition field is populated automatically with the Requisition if this Purchase Order is based on it. To populate the Purchase Order with the data from the Requisition, click the Fill () button.

The Basis field is populated automatically, if the Purchase Order is based on a document of the following types: Production Order or Quotation. You can manually select the basis document from the list (for this, click Show all from the drop-down list).

You can link this order with a project from the Projects list if the Project Costing functionality is turned on the Administration > Settings > Project Costing. If the items in this document are being purchased for different projects, and you need to specify different projects for different items, you can move the Project field from the Main tab as a column to the table on the Inventory tab. For this, use the Setting button on the toolbar (for more information, see Document Toolbar).

...

In the Comment text box, you can provide any additional information.

In the Status field, the current status of this document is shown. By default, a document may have one of the following statuses: In Process, Completed, or Canceled.

The document totals and other Information

...

After filling out the tab, click the Save button to save your work. After filling out all the tabs, click Post to post the document without closing it or Post and close to post and close the document. For other button descriptions, see Document Toolbar.

The Status field shows the current status of this document. By default, a document may have one of the following statuses: In Process, Completed, or Canceled. Posting the document assigns the In Process status.

Use the Execute button to change the status of the document to Completed. 

Use the Cancel button to changed the status to Cancelled.

Using the Generate button, you can generate documents of the following types for the purchase order:

...

You can use the Settings button to adjust the document properties as follows:

Image Removed

The Document Settings dialog box

You can decide where you need specific fields: , in the document header or in document lines (as columns).

Image Added

The Document Settings dialog box

Once you are done with option selection, click OK to save the settings and close the dialog box or Cancel to close the dialog box without any changes to the settings.

...