How do I enter purchase orders? (Connect Online) (2021.02)

Accounts Payable

Use Connect Online to enter purchase orders.

What's new?

Updated to allow detail records to include vendor default information for description, GL account, GL activity, and sales tax rate. The vendor defaults are located on the Entry Defaults tab in Modify Existing Vendors. (2024.11)

Watch a video

Learn how to use Connect Online to enter purchase orders. [Video (1m33s)]

Entering purchase orders

1. Open My Dashboard.

2. Use the Applications Menu to select Enter Purchase Orders.

Applications menu

Updating purchase order detail

Each purchase order must have at least one purchase order detail attached to it.

Adding detail to a new purchase order

1. Open My Dashboard.

2. Use the Applications Menu to select Enter Purchase Orders.

Applications menu

3. When you finish entering the general information, click Continue.

4. Now, you can enter the purchase order details.

Adding detail to an existing purchase order

1. Open My Dashboard.

2. Use the Applications Menu to select Enter Purchase Orders.

Applications menu

3. Use the PO Number box to enter the purchase order number that you want to update.

4. Use the Input Date box to enter the input date on the original purchase order number.

5. Click Continue.

6. Add the new purchase order detail.

When you're done, click Add Detail. the new purchase order detail is added to the transaction grid at the bottom of the purchase order detail form. You can add another detail.

7. If you're done adding detail, click Save Purchase Order.

Changing fields on the purchase order Detail entry form

To add additional fields to the form to collect more information, click Settings . Use the Available Fields box to select the fields to add to the form. The Selected Fields box show the additional fields in the order that they will appear on the entry form.

Select Fields window

To change the display order, click a field in the Selected Fields box and drag it to the new position in the list.

Selected Fields box

When you're done, click Save. The fields will be added on the detail entry form between the total cost and the transaction grid.

Saving purchase order

After you set up the purchase order and add a at least one purchase order detail, you can save it by clicking Save Purchase Orders. It's located on Details.

Save Purchase Order button

Setting up warning messages

Warning messages and icons will be displayed if budget warnings are turned on for the General Ledger application. To turn on budget warnings, see How do I display a budget warning?

202102, 2021Feb04