Pro Purchase Order

Purchase | Purchase Order | Issue Payment | Purchase Job Aids

Purchase Order

Allows the user to order and purchase items from their vendors.

Requirements before using Purchase Module

• The user should setup the following Maintenance Module in order to proceed on using the Purchase Module
  1. Vendors
  2. Items
  3. Tax
• For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
  1. Vendors Job Aids
  2. Items Job Aids
  3. Tax Aids

Purchase Order Menu List

Purchase Order

Notes:

• User has an option on how the Invoice will be save. Below are the following options on saving an Invoice
  • Save - the system will save the Purchase Transaction and will redirect the user to Purchase Module Menu
  • Save and New - the system will save the Purchase Transaction and will redirect the user to Create Purchase Menu
  • Save and Preview - the system will save the Purchase Transaction and will redirect the user on viewing the Purchase Transaction.
  • Save and Pay - the system will save the Purchase Transaction and will redirect the user on Issue Payments Menu

Purchase Menu List

Field	Description	Expected Output
1.Purchase No.	Purchase Reference Number once the transaction was generated	Auto Generated
2.Date	Date when the transaction is created	Date
3.Vendor	Name of the Vendor in the Transaction	Vendor List from the Vendor Maintenance Module
4.Document Number	Document Reference No in the Purchase Transaction	Numeric
5.Notes	Any notes and descriptions related to the Invoice Transaction	Alphanumeric
6.Item	Items to be transacted in the Invoice	Item List from the Items Maintenance Module
7.Description	Description of the Items	Alphanumeric(Auto-generated if setup in the Items Maintenance Module)
8.Quantity	Quantity of the Items in the Invoice	Numeric
9.Price	Price per quantity of an Item	Numeric
10.Tax	Tax to be applied per Item	Tax List from the Tax Maintenance Module
11.Amount	Total Amount of the item base on its price and its quantity	Numeric
12.Delete	Allows the user to delete a specific item line	Yes or No
13.Add New Line	Allows the user to add an item line	Additional item line