A purchase order must be created to obtain new material. It allows for tracking the ordering and delivery process and can be used to control the budget.
For further details on creating a Purchase Order (P.O.) see the section called Getting Material Into Stock
Purchase Orders are accessed from the IMS Main Menu under the Warehouse module, and then by selecting Purchase Order from the drop down list provided.
You can then search for an existing P.O. by typing in part or the full name of the P.O. in the Search area's Search field.
When you create a new P.O., as shown in the screenshot below, the Create new PurchaseOrder popup window appears.
The New P.O. form contains the following fields:
Field name |
Description |
Requirements |
InNumber |
Select the investment number from the list or create a new one - refer to section called Investment Number for more details |
Mandatory |
Name |
Name or number of this P.O. |
Mandatory and unique |
Order |
Related order number - refer to the IMS Order/TT module for more details |
Optional, but advised |
Budget |
Budget amount for the P.O. |
Required if prices are used for financial calculations |
Requestor |
Name of the requestor - free form text field for tracking purposes |
Mandatory |
Stock |
Related stock for this P.O. |
Mandatory |
Customer |
Related customer if the P.O. is for 1 specific customer |
Optional |
Vendor |
Related vendor if the P.O. is related to 1 vendor |
Optional |
StartDate |
The date this P.O. is expected to start the purchasing of material process |
Optional |
EndDate |
The date this P.O. is expected to complete the purchasing of material process - does not necessarily include the delivery into the Warehouse of purchased material |
Optional |
PurchaseOrderType |
P.O. can be grouped by type - used with a business process/purpose in mind |
Optional |
Status |
Useful for tagging the process status of this P.O. - options are Open, Closed, Pending. Informational only |
Mandatory |
Description |
User defined additional details that prove helpful for this P.O. |
Optional |