This document demonstrates the process of creating a Single Form PO entry. This process allows to enter Material Orders by using only one Form/Screen which requires less clicks and pages than the regular Material Order Entry.
Go to Procurement > More Orders > Orders (Single Form) > Add Material Order-Single Form Entry
Figure 1: Material Order – Single Form Entry
Enter all the relative information in the screen.
PO Number is automatically generated when the order is made but you can also choose to create and enter your own PO number.
Job Number: Enter either by typing the number or using the Lookup button “…”. As you type, note that a list of applicable job numbers appears in the drop-down selection.
Default WBS Code: If the Job uses WBS codes (not shown here), a Default WBS Code field will appear which can be filled with a WBS code from the Job.
Supplier: Enter either by typing the name or using the Lookup button “…”. As you type, note that a list of applicable Suppliers appears in the drop-down selection. Choose the relevant Supplier here.
Attention: This field can be used to record the name of contact at the Supplier (optional).
Order Date: The date the PO was processed.
Due Date: Type or select a date.
Description: Enter a description of the purchase.
Check the “Immediate Commit” box if you want the Order to automatically commit when it is created.
Check the “Immediate Print” box if you want the order to automatically print on creation.
Deliver to: Enter information about the delivery. This defaults from the job file.
Order To: Enter the address of the office of the supplier to which this PO should be sent to. This defaults from the supplier office.
(For this PO we are only ordering Materials)
Under Material:
Select Line Type.
Enter Commodity Code (that should generate necessary information under Description and Cost Type tabs).
Enter the Quantity.
Enter the Price and any other necessary information available.
Figure 2: Material Order – Single Form Entry
Reason and Requisition details are not always necessary. The fields under Settings can be provided regarding how the Order should be used.
Once all the information is entered hit “Next” and this will save and Commit the Order if the “Immediate Commit” box was checked off.
Figure 3: Material Order – Single Form Entry
If the Order is not committed Go back to “Material Orders” under Procurement, select the PO that you just created and “Commit Orders (with zero value check)”.
Figure 4: Material Order – Single Form Entry
