Purchase Orders

Key Concepts 

Purchase Orders are orders for additional material from external or internal vendors that are generally created for raw or intermediate materials. They represent an increase in supply for materials and serve to keep the inventory plan up to date with incoming and outgoing quantities when materials are used to supply jobs.

Purchase orders are typically imported (the relevant fields can be found here). However, they can also be manually created in the purchase orders view.

Manually Creating Purchase Orders

Select the Purchase Order view from the Views drop-down menu.

Click on “New” button to open up the Purchase To Stock dialog.

Fill in the field details for the specific purchase order and then click on Save and Close to create it.

  • Name: This is the name of the purchase order.
  • External Id: The External ID inherited from the ExternalBaseIdObject 
  • ID: Unique, unchangeable numeric identifier.
  • Description: Text for describing the object.

Purchase Details

  • Item: This is the item that is being purchased.
    • Note: you can search through the list of items by clicking on the button immediately to the left of this field and select the appropriate item.
  • Item Description: A description of the item can be added.
  • Warehouse: The warehouse where the items will go when received.
  • Scheduled Receipt Date: A specific day and time can be set at which the items are expected to be received.
  • Qty Ordered: This is the quantity that was purchased.
  • Qty Received: This is the actual quantity received. This number will be the same as Qty Ordered if the entire purchase order was received. Otherwise, the actual quantity received can be adjusted. 
  • Vendor External Id: The company the materials are ordered from.
  • Buyer External Id: The individual responsible for the purchase.

Transfer

  • Unload Span: this is used to specify the amount of time it will take to unload the items.
  • Transfer Span: this is used to specify the amount of time it will take to transfer the items to the warehouse. The item is not able to be used until this amount of time has passed after the scheduled receipt date.

Note: The following fields are required to create a new purchase order:

  • Item
  • Warehouse
  • Scheduled Receipt Date
  • Qty Ordered
  • Qty Received

If you have not yet received the purchase order, set the Qty Received field to 0. When you receive the order, select the appropriate purchase order from the list on the Purchase Order view and then click on Receive if the quantity received matches the quantity ordered.

Otherwise, click on Receive with Adjustment to specify the quantity that was received.