Creating Purchase Orders

Users can create purchase orders as required. The standard tasks required for creating a purchase order include:

• Entering Purchase Order Details

• Working with the Equipment Builder

• Adding Lines and Items

• Adding Billing and Contact Information

• Adding Payment Terms to Purchase Orders

• Adding Tracking Details

• Working with the Milestones Tab

• Adding Notes and Attachments

• Adding Named Documents to an Order

• Setting Other Order Options

• Submitting a Purchase Order

• Converting a Purchase Order to a Blanket Order Release