Entering a Purchase Order

Search Bar:  POET

Menu:           Purchase > Entry > Purchase Order

Bookmark:   POET – PO Entry

1. Enter the Vendor number.
   1. Verify proper Ship To Warehouse
2. Product Line: DEF

            **Product Line is important for quick reference to the Target purchase regarding this vendor.

3. Click <Next>

4. Enter Part Number in the Easy Line Entry or Advanced Line Entry screen. You switch between the two entry modes by clicking either <Advanced Line Entry> or <Easy Line Entry>
   1. Easy Line Entry
      1. Enter partial product and click Search. This will present you with a list of products.
      2. Enter quantity where desired and then click the <ADD ITEM> button.

Advanced Line Entry

1. If the part number is known or the first part of the part number, enter in Product Starts With, a drop-down list will appear with all matching records. Select the part number from the list.
2. If the item number is not known, enter keyword(s) in Product Relevance.  A List will appear.  Click the Magnify glass next to the drop down to view the entire items' records.

• Quantity defaults to 1. Change if needed.
• Change the Price if needed and if security allows.
• Click <Add>

5. Continue with next item(s).
6. Click <Review & Totals> to view the Target versus tallied totals of the PO

Note!! Note!!

As long as the DEF was put in the box labeled line, on the Totals Screen,  a target purchase amount will display, Target is the minimum purchase.  There will be a T (Total $) next to Order or W (Weight) to indicate which Target purchasing goal type and Value is associated with this Vendor.

7. Once Completed, Click <Finish>

Purchase Orders over user’s limit will go on hold.  Once the PO is approved by the main office, you will be able to print the PO.