How to: Use the Purchase Order Guide

You can use the purchase order guide to quickly enter items on a purchase order. A number of FactBoxes regarding item availability and usage are available to assist the user in making purchase decisions.

To use the purchase order guide

  1. In the Search box, enter Purchase Orders, and then choose the related link.
  2. On the Home tab, in the New group, choose New.
  3. Fill in the No. field. You can do this in several ways, depending on how you have set up your numbering system.
  4. In the Buy-from Vendor No. field, enter a vendor number.
  5. On the Navigate tab, in the Order group, choose Order Guide. The Purchase Order Guide window appears.

The lines in the Purchase Order Guide display purchase items.

  1. Specify any filters, if desired.
  2. Enter the quantity of each item that you want to order in the Quantity to Order field.
  3. On the Actions tab, in the General group, choose Add Lines.

The items and their order quantities are added to the purchase order lines.