Create a PO header

A Purchase Order (PO) header contains the identification details of a PO, such as PO ID, external and internal status of the PO, related supplier information, payment terms, delivery terms, and so on.

1. Navigate to the s50018 Purchase Order screen.

2. To refresh the screen, select the F5 key.

3. On the Home menu, in the Record group, select Create.

   In the Purchase Order Header grid, a blank row is created.

4. Select the General tab and perform the following:

   1. From the Project dropdown, select the ID of the project for which you want to create a PO.

   2. From the System dropdown, select the ID of the required system for the PO.

   3. From the Cost Account dropdown, select the ID of the cost account to which the cost of the purchased items is allocated.

   4. From the Purchase Order Code dropdown, select the ID of the required purchase order code for the PO.

   5. In the Pur No field, enter the unique ID of the PO.

   6. In the Title field, enter a title for the PO.

   7. From the Buyer dropdown, select the ID of the user responsible for purchasing the items in the PO.

   8. From the Approver dropdown, select the ID of the user responsible for approving the PO.

5. Select the Price and Payment Details tab, from the Order Currency dropdown, select the ID of the currency for the PO transactions.

6. (Optional) Enter the relevant details in other fields as required. For more information on all the fields, see s50018 Field descriptions.

7. On the Home menu, in the Record group, select Save.

   The PO header is created.