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 Overview

The Purchase Order module is used to process internal requests for an item. Material requisition types of orders are entered in the Purchase Order Entry window and can be printed individually or with a group of purchase orders. Printed material requisitions provide an acknowledgment to the person making the request and reflect any changes made to the original requisition.

When the requested items are issued out of inventory, the information is entered in Material Requisition Issue Entry. A Material Requisition Register is printed and updated, and the inventory on-hand quantities are adjusted.

Only inventory items, miscellaneous charge items, and comments can be entered. Special items and miscellaneous charges cannot be entered.

When the Job Cost module is integrated with Purchase Order, cost codes with a cost type of subcontract cannot be entered for any item on a material requisition.

Note The Requested, Issued, and Balance fields are displayed for material requisitions only. The Issued field automatically displays the quantity issued in Material Requisition Issue Entry. The Balance field amount is calculated by subtracting the Issued field quantity from the Requested field quantity. The default for the G/L Account field is the Material Requisition Expense account selected in Purchase Order Options.

To enter material requisitions

1. Select Purchase Order Main menu > Purchase Order Entry.

2. At the Order Number field, enter the order number. For more information, see Purchase Order Entry - Fields.

3. At the Order Date field, enter the order date. At the Order Type field, select Material Requisition.

4. At the Repeating PO field, enter the repeating purchase order for the material requisition, or press ENTER to skip this field.

5. At the Requested By field, enter the name of the person requesting the items.

6. At the Department field, enter the name of the department making the request.

7. Click the Lines tab, and in the Item Code field, enter the first inventory or miscellaneous item to order. To select an alias item code, click the Alias Item button. For more information, see Look Up an Item by Alias Number.

8. Enter the quantity to order for the item. You can back order an item if the quantity ordered exceeds the quantity available, and the appropriate security is set up.

9. Enter text in the Comment field if you want a comment associated with this line item. To enter an extended description for an inventory item, click the Extended Description button.

Note Extended descriptions cannot be entered for miscellaneous and special items.

10. Enter the appropriate information in the secondary grid, and click Accept.

The material requisition is created.

After you have recorded the material requisition, you can produce a printed purchase order for the material requisition by selecting Purchase Order Printing from the Purchase Order Main menu.