Add existing orders to a PO

To add an existing order to a PO:

Add the PO to the Purchase Order List, and select it.
Click Edit.
Click Add.
Search and find the order or orders you want.
Do one of the following.
- Click Select Set to add all the records in the SavedList to the PO.
- Click the checkbox next to the records you want, and then click Select Records to add just those records to the PO. You can select records across pages. At the bottom of the browser you'll see the number of records selected. You can click Clear to deselect all the records.
- Display a record in full, and then click Select Record to add just this record to the PO.
Click Save to save your changes. This enables the Confirm and Confirm & Dispatch buttons.
Do one of the following.
- Click Confirm to confirm the PO. This enables the Dispatch button, so you can click Dispatch and then Yes at the confirmation prompt to dispatch the PO to the vendor.
- Click Confirm & Dispatch to confirm the PO and dispatch it to the vendor.

Add a new order to a PO

To add a new order to a PO:

Add the PO to the Purchase Order List, and select it.
Click Edit.
Click New or click the down arrow next to New and then click Order.
Select the order type.
Type an Order ID or click Generate for a system-assigned one. The Order type, Quantity and Order total are all set automatically. The Vendor is taken from the PO.
Fill in as much details as required.
Click Save & Close to go back to the PO.
Click Save to save your changes. This enables the Confirm and Confirm & Dispatch buttons.
Do one of the following.
- Click Confirm to confirm the PO. This enables the Dispatch button, so you can click Dispatch and then Yes at the confirmation prompt to dispatch the PO to the vendor.
- Click Confirm & Dispatch to confirm the PO and dispatch it to the vendor.

The vendor and currency in the new order are automatically set to be the same as the those in the PO. You can change the currency in the new order if you wish.

Add a new order to a PO from a template

To add a new order to a PO from a template:

Add the PO to the Purchase Order List, and select it.
Click Edit.
Click the down arrow next to New and then click Order from Template.
This lists the templates. Do one of the following.
- Click to select the template you want, and then click OK.
- Click Search Template, find the template you want and then click Select Record.
Fill in as much detail as required.
Click Save & Close to go back to the PO.
Click Save to save your changes. This enables the Confirm and Confirm & Dispatch buttons.
Do one of the following.
- Click Confirm to confirm the PO. This enables the Dispatch button, so you can click Dispatch and then Yes at the confirmation prompt to dispatch the PO to the vendor.
- Click Confirm & Dispatch to confirm the PO and dispatch it to the vendor.

You can click a column heading to sort the list of templates in ascending or descending order.

By default we only show the active order templates, i.e. only those with active funds, but you can click Include inactive to show all templates if you wish.

You can click Refresh Templates to update the order templates. You might want to do this if the funds on the templates have been changed (for example, through a Fund rollover) on a different computer.

The vendor and currency in the new order are automatically set to be the same as those in the PO. So if you select a template with a different vendor and currency then will be changed to be the same. You can change the currency in the new order if you wish.