In the current version of Results, Purchase Orders can only be created from within a Project.
1. On the Services & Projects tab, in the Projects & Contracts group, click Manage. The Projects Data Management Center will appear.
2. Conduct a search. A list of projects meeting your search criteria will appear.
3. Double-click on the Project you would like to open.
4. Navigate to the Purch. Ord. (Purchase Orders) Tab and click Add. The Purchase Order screen will appear.
Figure: Purchase Orders Screen
5. Enter a Vendor’s Contact ID. To search for an existing Contact, select a Search icon next to the Vendor field OR to add a new contact record, click the New icon next to the Vendor field.
6. The selected or added Vendor will automatically populate.
7. The Project Contact and Ship To addresses are automatically populated based on the selected Contact on the Project screen. To refresh the data displayed in either of these sections, click the respective buttons.
8. Fill in appropriate information on the top portion of the Purchase Order screen.
9. Click the icon to save the record. The buttons in the Purchase Order Detail part of the screen will now become available.
10. Choose one of the following ways to add line items to the quote:
Via Rapid Add:
- .Click the Rapid Add button and select the products you would like to appear on the quote. Note: The system will quickly find the desired product when you start typing the first letters of the product name.
- .Change the quantity of items displayed on the quote in the Qty column associated with the product you would like to add.
- .Click the Add Selected Products button. Note: To change the quantity or the price of any added item, highlight the item in the Purchase Order Details grid and click the Edit button.
Figure: Purchase Order Screen – Rapid Add
The Use Grid Entry button provides another way to enter data in a Grid View. Once data is entered on a screen, you cannot switch views as the button will be temporally grayed out.
Via the Add Button
- Click the Add button to open the Purchase Order Line Items screen.
- Click the icon to save the record. To add another line item, click the Add icon and repeat this step as necessary.
- Close the screen when you have added all line items.
Figure: Purchase Order Items Screen
Once a Product is selected, click the Invoice History button or the Open Contact button in the upper tool bar to view the sales history of the selected product. For more details, refer to “Viewing Product Sales History When Creating a Purchase Order”.
icon to save the Purchase Order.
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