Overview:
Use the Purchase Order Grid Option window to enter, modify, and review purchase order-related information. Purchase orders can have any of the following distribution types:
- Job/Cost type/Costcode
- Work Order/Cost Type
- OU/Account #
- Fixed Asset/Expense Category #
- Warehouse Id
The best practice is to have only one distribute type per PO, even though the system will allow you to have different distribution types on different line items. After entering the line item details, the next step is to generate the purchase order document. If your organization is using PENTA's purchase order approval process, the generation of the purchase order document automatically sends the purchase order document for approval in OnBase.
Benefits:
- Sets the stage for 3 way matching (Order, Receipt, Invoice)
- This process creates a binding contract between you and your Vendor
- Reduces risk of Fraud
Roles:
- Purchasing Agent
Location:
- Purchasing > Purchase Order Grid Option
Video: