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ISSUING TO A PURCHASE ORDER

Within the Purchasing Inbox sub-module, a purchaser can issue an item to a New, Open or Sent Purchase Order (PO). Once vendor pricing has been received, the purchaser must re-visit the purchase order to enter valid pricing information.

Sometimes, the purchaser may need to submit a Request for Quotation to one or more vendors before issuing the purchase item to a Purchase Order.


Issue to New PO

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Figure 22-5: Issue to New PO

  1. Click on Purchasing and select Purchasing Inbox from the pull-down and click Go.
  2. Locate the applicable PO item and select the checkbox at the beginning of the row. This will highlight the row with red.
  3. Click the Issue to New PO button, located at the bottom right of the window, and answer Yes to continue.
  4. Select the appropriate vendor from the pull-down or begin typing the vendor company name and click the Issue button. Once the Issue button is clicked, the selected item is moved from the Purchasing Inbox to the newly created PO.
  5. When the Purchase Order window appears, continue to complete the remaining fields, such as the Ship To Base. Click Save.

Issue to Open PO

If the purchaser has sufficient security clearance, they can make adjustment to the Purchase Order or PO Items.

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Figure 22-6: Issue to Open PO

  1. Click on Purchasing and select Purchasing Inbox from the pull-down and click Go.
  2. Locate the applicable item and select the checkbox at the beginning of the row. This will highlight the row with red.
  3. Click the Issue to Open PO button, located at the bottom right of the window.
  4. Select the desired PO with applicable Vendor and click the Issue button. Click Yes to continue adding the PO item to the selected Open PO.
  5. After RAAS has added the item to the selected PO, the Purchase Order window appears and the item is removed from the Purchasing Inbox listing. Once the purchaser verifies that the item has been added to the Purchase Order, they can close the window.

Issue to Sent PO

In order to issue an item to a Sent PO, the item must already exist on the PO and have a sufficient quantity ordered to cover any additional requests for the PO item in question. Otherwise, the operation will be cancelled and the PO item will remain in the Purchasing Inbox. Non-Tracked items cannot be associated with Sent POs.

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Figure 22-7: Issue to Sent PO

  1. Click on Purchasing and select Purchasing Inbox from the pull-down and click Go.
  2. Locate the applicable item and select the checkbox at the beginning of the row. This will highlight the row with red.
  3. Click the Issue to Sent PO button, located at the bottom right of the window.
  4. Select the desired Vendor, select the applicable PO and then click the Issue button. Click Yes to continue adding the PO item to the selected Sent PO.
  5. After RAAS has added the item to the selected Sent PO, the item is removed from the Purchasing Inbox listing.