A purchase order is a document and first official offer issued by a buyer or seller indicating types, quantities, and agreed prices for products or services. It is used to control the purchasing of products and services from external suppliers.
When purchase order details are added in this master list, the details will be visible in the transaction detail list on reports.
Purchase orders will be linked to invoices if the invoice master list references a purchase order and the purchase order is found in the purchase order master list.
Adding a contract number will allow linking of the purchase order to a contract if the Contract is also added to the Contract master list.
Purchase Orders can be added either before or after the actual spend is loaded.
|
Field Name |
Description |
Mandatory |
|---|---|---|
|
PO Number |
The number that identifies a purchase order associated with this Accounts Payable line entry. |
Yes |
|
PO Description |
Description of the purchase order |
No |
|
PO Date |
The date of the purchase order |
Yes |
|
Requester |
Person who requested the purchase order |
No |
|
Cost Centre Code |
Cost Centre Code associated with the cost center name. |
No |
|
Cost Centre Name |
The name of the Cost Center associated with the Cost Center code. |
No |
|
Vendor Code |
The Vendor ID used by the Financial Management system to track the company providing the product or service. |
Yes |
|
PO Amount |
Amount of the purchase order |
Yes |
|
Status |
Current status of the purchase order |
No |
|
Contract Number |
|
No |
Go to the templates menu to download a template of an accounts file.