To add a new purchase order, click the "Create" button on the toolbar of the respective document list. To edit an existing order, double click the line with its name. You can also select the line, click the "More" button (in the upper right corner) and click "Edit" in the drop-down list. You can right-click the line instead of clicking the "More" button.
Please complete the required Company, Contract, Delivery Date, Entity fields.
The 'Purchase Order (create)' form. The 'Main' tab
Company is an individual or a legal entity for whom the purchase order is created. Select it from the Companies catalog.
The Contract field is completed automatically for the selected company. If necessary, you can change it by selecting the contract from the Company's Contracts catalog (to open the catalog, select "Show all" from the drop-down list).
The Customer Order field is filled in automatically or manually with the customer order, which the purchase order was based on. To refill the purchase order by the changed custom order, click the "Fill by basis" 
button.
You can link a purchase order with a project from the "Projects" catalog if the "Project Management" section is enabled (to find a project, start typing its name or code in the field). To open a catalog, click the "Show all" hyperlink in the drop-down list. You can add the "Project" column to the "Inventory and Services" table and specify the value for each row, if necessary. Click the Setting button on the document toolbar and switch the project position in the purchase order to the tabular part. You can save this user setting by clicking "Keep Choice" in the displayed form. From this moment the system will automatically switch the "Project" column to the "Inventory and Services" table, when creating new orders.
The Validation From and To fields are filled in, if you want to limit the period of purchase order validity.
The planned date of the inventory and services receipt is specified in the Delivery Date field. You can add the delivery date column to the "Inventory and Services" table and specify the value for each row. Click the Setting button on the document toolbar and switch the project position to the tabular part. You can save this user setting by clicking "Keep Choice" in the displayed form. From this moment the system will use it, when creating new orders.
Number is assigned automatically when you save the document. You can change it, if necessary.
Current date is set in a purchase order by default. You can change it, if necessary.
The Entity field is displayed, if the "Accounting by Several Companies" option in the "Enterprise" section is enabled. To learn more about section settings, see par. Settings for the 'Enterprise' section. Value is automatically set from the Personal Settings or the system.
In the Basis field you can manually select "Quotation" or "Production Order". It may also be filled in automatically, if the order s based on one of these documents.
In the Comment field you can specify some additional information.
In the Status field current status of a document is displayed. By default, a document may have one of the following 3 statuses: "In process", "Completed" and "Canceled". If necessary, this list can be expanded, enabling the Use several purchase orders statuses option in the "Purchases" section. To learn more about section options, see par.Settings for the 'Purchases' section
Currency of a purchase order is defined according to the supplier's contract and cannot be changed in the document. To create a document with a different currency, select another contract, or create a new one, if necessary. To learn more about contracts, see par. Filling Company's Contracts Catalog.
You can change a document's price type, discounts/markups type, currency and tax parameters by clicking the hyperlink indicating currency and price type.