A multistore purchase order (PO) is one that contains items that are being ordered for more than one store. To create a multistore purchase order, you must first create a purchase order header. Then you add items to the purchase order, specifying not only the quantity you want to order, but the store for which the item is being ordered.
Click one of the following to take you to the procedure steps:
From the Purchasing and Receiving window, fill in the required fields to create a purchase order header:
Vendor and Buyer's ID.
If you did not set up the purchasing constants (Function MPC) to automatically assign a purchase order number, fill in the P.O. Number box with a purchase order number.
If you did not assign terms to the vendor in the Accounts Payable application (Function PCMU), then fill in the Terms box with a description of the terms for this vendor.
Fill in any other fields on the screen.
For a definition of each field, click here.
Click Add. The purchase order header is added, and the screen changes to the posting screen. You are now ready to add items to the purchase order.
Click here for the procedure steps for adding items to the purchase order.
From the Purchasing and Receiving window, click Add P.O. on the toolbar.
From Create Purchase Order dialog, select the type of purchase order you are creating.
Fill in the fields that display in the next dialog. If your system is set up to automatically assign a purchase order number, you can leave the P.O. number box blank.
For field help definitions, click here.
Click OK. The screen changes to the posting screen. You are now ready to add items to the purchase order.
Click here for the procedure steps for adding items to the purchase order.
Use one of the following methods to add items to a purchase order:
If you know the SKU number or alternate part number of the item you want to order, type it at Item (SKU), press ENTER, and type the quantity you want to order in the Order Qty (Stk) box. Click the arrow to the right of the Store box, select the store for which the item is being ordered, and press ENTER.
If you know the manufacturer part number of the item you want to order, type it at Item (SKU), then press ENTER. In the dialog box that displays, click on the appropriate SKU, then click OK. Type the quantity you want to order in the Order Qty (Stk) box. Click the arrow to the right of the Store box, select the store for which you are ordering the item, and press ENTER.
If you know the UPC code of the item you want to order, type it at Item (SKU), click UPC LU, type the quantity you want to order in the Order Qty (Stk) box. Click the arrow to the right of the Store box, select the store for which you are ordering the item, and press ENTER.
If you know the description of the item you want to order, type it in the Description field and press ENTER. Click on the appropriate SKU in the list to highlight it, and press ENTER. Type the quantity you want to order in the Order Qty (Stk) box. Click the arrow to the right of the Store box, select the store for which you are ordering the item, and press ENTER.
If you want to order something that is not in your inventory file, you can do one of the following:
In the Mfg#/Spcl field, Type the SKU of the item you want to order, and in the Order Qty (Stk) field, type the quantity you want to order. In the Store box, select the store for which the item is being ordered, and press ENTER. When you transmit your order, the vendor will accept the number you typed in the Mfg/Spcl field.
You can find the item in the Catalog. Click Catalog on the tool bar. Use the catalog search features to find the item you wish to order. Or, if you already know the SKU of the item, type it at Item (SKU) and the catalog automatically displays the item. Click Order on the Catalog tool bar. Click Yes when asked if you would like to add the item to the P.O. In the Order Qty (Stk) field, enter the quantity you want to order. In the Store box, select the store for which you are ordering the item, and press ENTER.
For more information about using the Catalog, click here.
(Optional) Print the PO by running the Purchase Order Format Report.
QuickTip videos about creating a purchase order are available. To view QuickTips, go to http://www.activant.com/eagle-customer-support/, and click Training Browser. When the Training Browser displays, click Videos in the left pane, click Quick Tips, and click Purchasing and Receiving.