Adding a New PO Number with the Multi-Line Feature
- Access the relevant Matter and under the PURCHASE ORDERS tab, select the + ADD PURCHASE ORDER
- In the Purchase Order Number box, type the number of the new PO you wish to create
- After you type the new PO number, click on Add new to continue
- Select the vendor
- Select the Currency
- Add new Purchase Order Lines
- Complete the details for each PO line:
- Line Number
- Line Description
- From & To dates(if applicable)
- Amount
- To add additional lines, click on add line and follow the steps highlighted above
- You can add an optional comment should you wish.
- Finally, once you have all the details added to the creation of the new PO, click on the green add button on the top right of the screen
Comments
0 comments