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- Description: Enter a description to identify the purchase order. This field is not required.
- Expire By: Enter the date the purchase order will expire. This field defaults to a year from today’s date less a day but can be edited.
- Ordered: Enter the date of the purchase order. This field defaults to today’s date but can be edited.
- PO: Enter the number for the purchase order. This field defaults to use the next PO# available but can be edited.
- Status: Select the status of the purchase order (i.e. Open or Closed).
- Note: A purchase order may only be “Closed” once its full amount has been accounted for on a posted Invoice.
- Type: Select the desired type for the purchase order – whether it allows one or multiple invoices.
- Vendor: Select the vendor the item(s) are being purchased from. This field provides a lookup of all active vendors with a vendor type of “Vendor.”
Adding line items
By default, new purchase orders open with 5 blank rows for data entry. Complete the data entry for each line item the user wishes to add.
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Note: Posted transactions applied to purchase orders will integrate to the host system and affect NorthScope per the transaction type.
To view the data flow of invoices, click here. To view the data flow of credit memos, click here.
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