8.3. Purchase Order

The purchase order is a control document for receipts and invoices through which products are requested from a vendor.

The "Purchase Order" document is made of two parts: master and details. The master contains information used to identity the document: Document No, Date, Vendor, Organization, payment Terms etc. The details contain a list of products which represent the order. The list contains a line for each product in the purchase order. Every line contains information about the product, such as price and quantity.

A purchase order can be obtained:

• manually - by pressing the New record button in the Purchase Order window;

• automatically:

  • using the Generate PO from Requisition process;

  • using the Generate PO from Sales Order process;

Purchase order details can be obtained automatically:

• using the Create lines from process in the Purchase Order window, from a project, requisition or template;

• using the Copy details process in the Purchase Order window, from another purchase order;

From a purchase order you can generate:

• receipt lines - using the Create lines from process in the Receipt window;

• vendor invoice lines - using the Create Lines from process in the Vendor Invoice window.

In SocrateCloud purchase orders can be considered optional due to the fact that you can create and process invoices and receipts without having a purchase order.

A purchase order can be printed by pressing the Print button in the toolbar. The print format used is determined by the document type. The language and date format are determined by the multi-language functionality and the business partner language. In order to view the purchase order before printing, in the User Preference window, the Always view before print box must be checked.