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  • Uncheck the "Create PO" checkbox to suppress PO creation for the selected vendor. You can use the "Uncheck All" checkbox to uncheck all vendors.

  • Make sure that the correct vendor contact is selected to send the PO to.

  • Verify your "Ship To" address - Defaults are set under https://sunsofterptampa.atlassian.net/wiki/spaces/TM/pages/6553886/P+A+Setup#Main-Tab

    • You - If the PO should be shipped to one of your purchasing addresses then choose "You" and select the appropriate "Ship To" address. You can press F9 for a list. Items ordered on PO's created through this option are received into inventory and need to be shipped to the project site through a pick ticket.

      • If you need to add a new address you press the "Create Ship" button.

      • If you need to edit an address you can do so in the "Ship to Addresses" screen in the PUR > Purchasing Special Functions menu.

    • Select "Project Site " - if the PO should be a drop ship PO. Drop ship PO's are received into WIP.

    • The "Consolidator" option acts like a drop ship PO but allows you to specify a ship to address other than the default project address. The consolidator ship to address is entered in the "Description" tab of the Project Entry/Edit screen, the "Default Warehouse Address."

    • Staging - Selecting Staging will have the items issue to stage when the PO is received

  • Add any comments if applicable.

  • The "Mark" checkbox which is checked by default will add the below verbiage to the PO.

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