Purchase Orders Workspace
A purchase order is a written request for goods and services from a buyer to a seller. It specifies the type of goods and services required, their quantity, and their price. The Purchase Orders workspace allows you to enter and manage your purchase orders. Purchase orders can also be created from the Work Requests workspace and the Projects workspace
The four actions you can take in the Purchase Orders workspace Collections pane are creating a purchase order, printing a purchase order, configuring the Collections pane, and exporting collection records to a .csv file.
To create a purchase order:
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Open the Purchase Orders workspace.
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Click the Create button 
in the toolbar on the right side of the Collections pane.
The Create New Purchase Order page opens.
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Select the accounts payable system from the AP System field.
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Enter the vendor in the Vendor type-ahead field.
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Select the country from the Country field.
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If the purchase order is being placed in a currency other than your default currency, select the currency from the Currency field.
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If the purchase order is being placed in a currency other than your default currency, click the Currency Date field and use the Date Picker to select the currency conversion date.
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Enter a description of the purchase order in the Description field.
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Enter the name of the building the purchase order should be shipped to in the Building Name type-ahead field of the Ship To section.
The address information populates with the information currently in the system for that building name. If the information has changed, make the necessary changes.
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If the billing address will be the same as the shipping address, select the Same As Ship To check box in the Bill To section. If not, proceed to step 11.
The Bill To section will populate with the same data as shown in the Ship To section.
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If the billing address will be different than the shipping address, enter the name of the building the purchase order should be billed to in the Building Name type-ahead field of the Bill To section.
The address information populates with the information currently in the system for that building name. If the information has changed, make the necessary changes.
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Click the Save button.
The Create New Purchase Order page closes. The new purchase order opens in the Purchase Orders workspace.
To print a purchase order:
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Open the Purchase Orders workspace.
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Click the Toggle Multi-Select Mode button 
in the toolbar on the right side of the Collections pane.
Check boxes now appear next to the left-most column in the Collections pane.
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Select the check box next to the purchase order you want to print.
Note:
To print multiple purchase orders at once, select the check boxes of all purchase orders you want to print.
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Click the Print button 
in the toolbar on the right side of the Collections pane.
The Print Purchase Orders window opens.
Print Purchase Orders window.
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If you would like to add a signature line to the purchase order, select the Add Signature Line check box.
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If you would like to include the allocation items for the purchase order in the Print view, select the Include Allocations check box.
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Click the Print button.
A printer-friendly version of the purchase order opens in a new tab. A Print dialog box opens.
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Print your purchase order.
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Close the purchase order you just printed and return to the Purchase Orders workspace.
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Click the Close button 
to exit the Print Purchase Orders window.
Create a Purchase Order
