Purchase Orders

Note: Many management companies do not use Purchase Orders. PO's are not mandatory for payment and record keeping. If you do not use PO's, you can skip to Purchase Invoices.

Table of contents

• To open Purchase Orders screen
• Purchase Orders fields
• To save/cancel and exit

To open Purchase Orders screen

• From the Accounting Menu select Purchase Orders.

You now have several options, as listed on the top bar: New, Save, Open, Print, Delete, Show GL. See the Accounting Toolbar for more information.

Purchase Orders fields

The_field_name	Required?	Description
PO #	required	The Purchase Order number
Building		The building assigned to the Purchase Order. You can select it from the drop-down box or select None. If the current Accounting Company has a building defaulted to it, that building appears in the Building box. See Company Defaults for more information.
Unit		The individual unit assigned to the Purchase Order, if applicable. You can select it from the drop-down box, if the building has already been selected.
Vendor ID	required	The vendor from whom the purchase is made. Select it from the drop-down box. To create a new vendor see Vendors.
Date		The date of the Purchase Order. Select it from the drop-down box.
Good Thru		Select the expiry date of the Purchase Order from the drop-down box.
Close Purchase Order		Check this box to indicate that the Purchase Order is closed.
Ship Via		The method of shipment. Select from the drop-down box.
A/P Account	required	The accounts payable account for the Purchase Order. Select it from the drop-down box.

• The lower part of the screen contains the Ledger Details with five fields to enter. See Ledger Details.
• You may optionally enter into this Purchase Order any special terms you may have with the Vendor:
  • Discount Date - From the drop-down box select the date.
  • Discount Amount - Enter the amount of the discount.
  • Displayed Terms - Enter any other special terms.

To save/cancel and exit

There are three buttons on the bottom on the Purchase Orders screen for exiting:

Save and New	Saves any changes to this Purchase Order, and resets the Purchase Orders screen for entry of further Purchase Orders.
Save and Close	Saves any changes to this Purchase Order, and closes the Purchase Orders screen.
Close	Cancels any changes to this Purchase Order, and closes the Purchase Orders screen.

Return to Accounting

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