After selecting Create/Edit Purchase Order from the Vendor Menu, you will be presented with a list of available vendors.

Note the “Page 1 of X” indicator. If there is more than one page of vendors, you can use the “Forward” and “Back” buttons to scroll through the screens.

You will be prompted if you wish to reset any negative inventory numbers to 0 – Choose Yes or No. If there are any outstanding Purchase Orders, you can choose one of them at this point or Add a new one. If no Purchase Orders exist, you will be prompted to create one. At this point the Purchase Order is created as shown in next screenshot.

For each inventory item assigned to this Vendor, it lists the Part Code, Description, Cost, On-Hand Amount, and the Suggested Order Quantity in Cartons (so if AF3 comes in packages of 3, it will be reordering 2 packages here, for a total of 6 AF3).

Note that you can edit the Cost and Quantity fields. If you don’t wish to reorder a certain part, just put a 0 in the quantity.

At this point you can Print and Save the Purchase Order, at which point a PO# will be assigned. Pressing Cancel at this point will discard the PO.

After printing or saving the PO, you can return to this screen to edit it (in the case that an item is backordered).

After selecting Post Purchase Order from the Vendor Menu, you will be presented with a list of vendors. Choose the needed vendor.

If there are any outstanding Purchase Orders, choose the appropriate one. If no Purchase Orders exist, you will be notified. After selecting a Purchase order to post, you will be presented with the Post Purchase Order page.

Note that you can edit the Cost and Quantity fields. If a particular item was not shipped or backordered, just put a 0 in the quantity, or the quantity is different, make the correction here.

Press OK at the top of the screen and then Yes n the popup window to post the Purchase Order. All the inventory will be restocked into your system automatically. After posting, you will be asked if you want to print an inventory restocking report.

After selecting Restore Purchase Order from the Vendor Menu, you will be presented with a list of vendors. Select the needed vendor.

Depending on the security settings, you may be prompted to enter your code and password.

Note: If this is your first time using this feature, you may need to allow your security group to have access to restore purchase orders.

After entering your code and password, you will see all the purchase orders that were posted today. You may only restore a purchase order the same day it was posted. You may receive a message saying, “Error No Recently Posted PO’s Found,” which indicates no purchase orders are available to be restored.

After selecting a purchase order, you can edit the Cost and Quantity fields. If a particular item was not shipped or backordered, just put a 0 in the quantity, or the quantity is different, make the correction here.

After selecting the purchase order to restore, you will be asked if you want to restore this purchase order.

If you choose “No” it will take you back to the selection screen to pick another purchase order to restore.

If you choose “Yes,” the system will restore the purchase order and bring you to the “Post Purchase Order” screen. You can then make any necessary changes and repost the purchase order.

After selecting Reprint Purchase Order from the Vendor Menu, you will be presented with a list of vendors. Select the needed vendor.

After selecting a vendor, you will see a list of purchase orders that have been posted for this vendor.

After selecting a purchase order, you will be prompted to reprint this purchase order.

“Yes” will reprint the purchase order and

“No” will not reprint the purchase order. Selecting either option will return you back to the Reprint PO screen.