Purchase Order Overview

The Purchase Order form is used to Create New Purchase Orders once you have received purchases from your Vendors.

This form may be used to add, edit or delete records in the Purchase Orders form.  To add new Purchase Orders, simply click on the Create New Purchase Orders topic from the Main Menu topic of Purchase Orders.  If you need to edit existing Purchase Orders, just click on the Purchase Orders topic from the Main Menu topic of Purchase Orders, Find the record you want to edit and make any necessary changes to the fields for that record.  If the Purchase Order is marked Completed it will be necessary to unreceive the converted Purchase Receipt by clicking the Unreceive button prior to making any changes.  For complete details on all the field descriptions for this form and a step by step guide on how to enter new Purchase Orders. See: Adding Purchase Orders.

The record navigation buttons at the bottom of the form are used to move from one record to another.  It also displays how many records are in the Purchase Order form and what record you are currently on.  Clicking on one of the four buttons will navigate you through your existing data.  You may use the Find button to find a specific record.

There are several helpful options that can be set in the Company Preferences forms to help make data entry easier and faster.  One great feature in the Company Preferences form is to have the text fields displayed a certain way when you enter data so that it is easier to read and more consistent throughout the program.  You should also take a look at the Security > Default Accounts tab and the Starting Numbers form for other related options that can be set.

Toolbar Buttons

Toolbar Buttons perform an action on the current record like adding, deleting or saving.

The New button will clear the form to allow a new Purchase Order to be added.

The Save button will save the selected purchase order.

The Find button will enable you to Find Purchase Orders.

The Delete button will delete the selected Purchase Order.

The Undo button will cancel out the last change/s done to the record reverting it to its older state.

The Print button will open the Print Purchase Order form where you can adjust settings and print a purchase Order.

The Process button will enable you to convert the Purchase Order to a Purchase Receipt.

The Duplicate button under the Tools menu (click the Tools button to open the Tools menu) will create a duplicate of a specific Purchase Order.

The Schedule button under the Tools menu (click the Tools button to open the Tools menu) will open the Schedule Activities form, which will allow you to schedule an activity to be displayed in the Day Planner calendar.

The Vendor Notes button under the Tools menu (click the Tools button to open the Tools menu) will open the Vendor Notes List form where you can view any notes about the selected vendor.

The Vendors button will open the Vendors form to the selected vendor.

The Inventory button will open the Find Inventory form where you can search for inventory items.

The Prepayment button will allow you to create a Vendor Prepayment for the this purchase order.

The Message button will open the Purchase Order Message form where you can enter a message for the Purchase Order and have it print on the printed Purchase Order.

The Notes button will the Purchase Order Notes form where you can enter any notes about the selected purchase order.

The Vendor History button under the History menu (click the History button to open the History menu) will open the Vendor History form where you can view all the posted transactions that have been placed with a vendor in the past.

The Item Purchase History button under the History menu (click the History button to open the History menu) will open the Item Purchase History form where you can view all the items purchased from the selected vendor.

The Purchase Transaction History button under the History menu (click the History button to open the History menu) will open the Purchase Transaction History form where you can view the complete history of the selected transaction.

Press F1 or click F1-Help at the bottom left corner of the form for help on what this form is all about.