Purchase Orders Module

The Purchase Orders module provides easy entry for purchase orders, designed to handle repeat buying practices as well as one-time purchases. Create customized codes for commonly ordered items, and take advantage of automatic quantity, pricing, and totaling to save time and avoid errors. Purchase Orders integrates with the Encumbrances module to create encumbrance entries directly from purchase order information. Use the Choose Items/Encumbrances form to pull individual PO line items into Accounts Payable, Cash Disbursements, and Write Checks transactions - with encumbrance liquidations processed simultaneously.

 

Manage purchase orders from entry to close

Create purchase orders, add line items with GL coding, and track each order through its full lifecycle. Print orders individually or in bulk, and monitor quantity ordered, received, and invoiced.

Receive goods and track what's outstanding

Record receipts against open POs as goods arrive, and adjust receipts when quantities or prices change. Drilldown into any order to see exactly what's been received, what's still outstanding, and what's already been invoiced.

Match invoices directly to purchase orders

Use the Choose Items/Encumbrances form to pull open PO line items and encumbrances directly into AP Invoices, Write Checks, and Cash Disbursements.

 

Select a help topic below to get started.