Create Purchase Order (Not Converted)

Purpose: To create a new purchase order (not converted from an RFQ or sales order) to be sent to a vendor.

From purchasing (right) side the main menu screen(n) in Pentagon, the main window which displays an array of buttons with sales options on the left and purchasing options on the right:

1. Left-click the PO button and the PO search window will appear.
   
   
2. Left-click on the Add button in the lower left corner of the search window and the Vendors List search window will appear.
   
   
3. The vendor may be selected by double-clicking the applicable record or by highlighting the applicable record and left-clicking the OK button.  The PO window will open displaying a document in new mode(adj) in any document, this mode indicates that the document has not yet been created in the database; left-clicking the CANCEL button will delete all data entered for the document; left-clicking the OK button will create a document number and write all entered data to the database.
   
   
4. Enter the information required on the Header tab (link pending) and left-click the OK button on the PO window tool bar.
5. The purchase order will enter into edit mode(adj) in any document, left-click the Edit button (most commonly located in the document window toolbar); after the button is selected "[Editing]" should appear in the document window title bar, the Lines tab (link pending) will appear and will be selected.
   
   
6. Enter the required lines (link pending) and left-click the OK button on the PO window tool bar to save the document.