Purchasing Quick Start Checklist

Add a Purchase Requisition

POUPPR – Main Panel

Generate a PR Number

POUPPR  – Ellipsis Button

Select a Vendor

POUPPR  – Vendor Tab (Ellipsis Lookup)

Select a Shipping Address

POUPPR  – Ship To Tab (Lookup)

Select a Purchase Order Type

POUPPR  – Details Tab (PO Type Field)

Enter the Quantity, Units, Description, and Unit Price

POUPPR  – Details Tab (Quantity, Units, Unit Price, and Description Fields)

Select a Key and Object or FQA

POUPPR  – Items Tab (GL Account Fields)

Add a Product ID (if Applicable)

POUPPR  – Items Tab (Product ID Field)

Save the Record

POUPPR  – Main Tab (Save Button)

Enable the Workflow Tab (if applicable)

Workflow Task List field (set to Enable)

View Pending Approvals

POUPPR  – Workflow panel on Options bar

Approve or Reject a Request, Add Comments as Desired and Submit it

POUPPR  – Pending Approvals Tab (Accept or Reject Button)

Dis-encumber a Purchase Order

POMADECS – Create Select File
POMADEUS – Update Select File

Close or Cancel a Purchase Order

POUPPR  – Req. Codes Tab (Req. Codes Field)
POUTCL – Close/Cancel Purchase Orders

Reopen a Purchase Order

POUTRO – Reopen Purchase Order

Copy a Purchase Order

POUPPR  – Tools Tab (Copy PR Button)