Purchase order

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To create a purchase order to record an order for goods or services for direct consumption or replenishment:

1. Do one of the following:
   • To generate a purchase order based on a single source document, select or open the document. Then click Generate > Purchase order.
   • To generate a purchase order based on multiple source documents, select them while holding down Shift or Ctrl. Then click Generate > Purchase order. In this case, a source document can be a sales order, work order, or subcontractor order issued.
   • To generate multiple purchase orders based on demand, use the Demand planning or Demand forecasting tool.
   • To create a purchase order from scratch, go to Purchases and under Purchases, click Purchase orders. Then, in the Purchase orders list, click Create.
2. Specify general details:
   • Set Operation to Purchase order.
   • Specify Supplier.
   • Fill in the remaining fields as necessary.
3. On the Products tab, specify products to purchase from a supplier:
   • To fill in products automatically from the base document, click next to the Base document field.
     This option is only available if you filled in the Base document field in the general details.
   • To fill in products automatically from the source RFQ response, click next to the RFQ response field.
     This option is only available if you filled in the RFQ response field in the general details.
   • To fill in products automatically from a sales order or another document for which the purchased goods are reserved for, click next to the Reserve for field.
     This option is only available if you filled in the Reserve for field in the general details.
   • To import product list from a spreadsheet file, click and follow the data import wizard instructions.
   • To select products from the Products catalog, on the Products tab, click Select. For details, see Product selection in business documents.
   • To add products manually, click Add and fill in product details. For details, see Products tab.
   • To find products by barcode, click .
4. Optional: On the Payment terms tab, specify payment terms.
   If the purchase order is for a supplier with billing details specified, the payment terms are prefilled from these details. You can edit them.
5. Optional: On the Additional information tab, specify additional information about the purchase order.
6. Click Post and close.

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