Home > SI 2016 Documentation > User Guide > Purchase Orders > Purchase Order Explorer > Creating Purchase Orders

Creating Purchase Orders

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Details

 

Purchase Orders can be created and reports can be printed for them directly in the SI 2016 interface. Purchase Orders can be created specifically for a Project or you can order Products directly from your Catalog. You can also publish them to the Vendor Portal if you wish.

Steps

 

Click Start->Purchase Orders->Manage Purchase Orders:

 

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This will open the Purchase Order Explorer. Click the [New] button:

 

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This will open the New Purchase Order form.

General

 

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The General tab is where you will select a Vendor, Status*, Shipment Preference, Terms, etc. In this example the Number field is grayed out because under Number Settings it is set to auto-generate a number.

 

*The Status list for Purchase Orders is not editable and initially there are only three available Statuses: Draft, Issued, Canceled. Once you use the Receive function, the Status will no longer be editable and will either display "Partially Received" or "Received".

Contacts

 

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The primary Contact for the Project will display here. You can edit this if needed.

Addresses

 

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The Address fields will pre-populate with the Vendor address from and the Ship To Address will default to be your company address. You can modify these if needed.

Notes

 

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You can add Notes to the Purchase Order on the Notes tab.

Products

 

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The Products tab is where you can add Products either from a Project or from your Catalog.

Add from Project

 

Click the [Add from Project] button and choose either "Summarized" or "Units". The difference here is whether or not similar products will be grouped together or listed separately. Either option will prompt you to select a Project:

 

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If the Project is checked out to you, you will be prompted to check in the project. You should do this as the copy that is checked in to the SI Server is what will be used for the Purchase Order.

 

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The Add Products form will open and will be pre-filtered to the Products in the Project that are assigned to the selected Vendor for the Purchase Order. You can change this filter on the left side of the interface:

 

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Select the Products you want to add to the Purchase Order by using [Shift] or [Ctrl] on your keyboard then click the [Add and Close] button. The Products will now list on the Products tab:

 

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You can repeat this process to add Products from multiple Projects to the same Purchase Order.

Add from Catalog

 

Click the [Add from Catalog] button:

 

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This will open the [Add Products] form where you can select whatever Products you wish to order from your Catalog. Once you've made your selections click the [Add and Close] button:

 

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Once Products are added to the Purchase Order you can adjust the quantities if needed:

 

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Purchase Orders utilize the Unit of Measure field for Products and will automatically adjust the quantities for Products where a unit of measure has been set.

 

Example: The following wire is set to be Bulk Wire so it is priced by the foot but it is bought in spools of 500 feet:

 

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When added to a Purchase Order from a Project where there is a total of 1050 feet of wire, the quantity to order will be 3:

 

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You have options on what you want to do next. You can [Save and Close] the Purchase Order if you wish:

 

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Or you could do any of the following: generate Purchase Order Reports, Create a QuickBooks Purchase Order, or Publish the Purchase Order to the Vendor Portal.

 

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