Embedded Files
Create New Purchase Order (Purchase Request to Purchase Order)
Create New Purchase Order (Purchase Request to Purchase Order)
Step 1: Access Purchase Order Module
Step 1: Access Purchase Order Module
Navigate to the side menu and click on 1. Procurement.
Select 1.3 Purchase Order.
Click Browse PR.
Step 2: Enter Item Pricing
Step 2: Enter Item Pricing
Select an item from the checked purchase request list.
Double‑click the item to enter its price.
Step 3: Review and Modify Details
Step 3: Review and Modify Details
Review the populated details from the purchase request.
Make any necessary modifications.
Choose the type of purchase:
Local
Imported → enables Incoterms and Ship Date fields.
Select VAT and Discount options:
VAT Inclusive → Price includes VAT.
Add VAT → Price excludes VAT; add 12% VAT or enter 0% for zero‑rated VAT.
Exempt → Item is VAT exempt.
For discounts
P Discount → Manually enter the discount amount in the Discount column.
% Discount → Enter the discount percentage.
Step 3: Add Purchase Charges (if applicable)
Step 3: Add Purchase Charges (if applicable)
If the transaction includes purchase charges:
Click the item cell under Purchase Charges.
The Purchase Charges entry form will display.
Fill in details by selecting the type of charge and its amount.
Untick if the charge is not VATable.
Click Done.
Finally, click Save to complete the entry.
[Important Note]
[Important Note]
For steps on Checking, Notation, Approval & Disapproval of Transactions, as well as Printing and Exporting Transaction Forms, please go to Canvass Section. These processes are identical across Purchase Orders, Canvass Transactions, and Budget Requests.
For steps on Checking, Notation, Approval & Disapproval of Transactions, as well as Printing and Exporting Transaction Forms, please go to Canvass Section. These processes are identical across Purchase Orders, Canvass Transactions, and Budget Requests.
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