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How to Create a New Purchase Order

Note: All pages below are subject to having relevant Roles and Permissions. Go to The Modules – Finance and Finance Home Page and Accounts Payable.

Select Purchase Orders.

Click the +New Standard button to open the entry screen and enter the required data.

Order Book should be pre-setup

Pay From select the Bank Account

Requested By will be an existing user, type a few letters to auto search

Supplier select from dropdown menu

Email select information from drop-down menu for submission to supplier

Save the Order to get the order number, then add Line Details.

Add the Order Line Details.

More than one Line can be added click on the Add button for each Line.

For each Order Line, enter the required details as appropriate.

In the Accounting section select the Cost CentreLedger Code and Fund Code from the dropdown menus.

In the Items section enter the Part NumberPart DescriptionQuantity OrderedUnit Cost and Order Unit.

Ensure all Order Lines have been entered and are compete and save the Order.

The Order must now be Authorised, see Purchase Order Approval

Updated on October 22, 2021

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