Completing a purchase order

When purchasing agents first open a purchase order, they might need to complete some additional fields.

To complete a purchase order

1. On the Purchasing console, from the Show list, select Orders to Place.
2. Select the purchase order you want to place, and click View.
3. If necessary, on the Purchase Order form, from the Payment Terms list, change the payment terms.
4. In the Notes to Supplier field, add any notes to the supplier.

5. If known, in the Tax Rate field, specify the tax rate.

   Note

   If a tax rate is entered at the purchase order level, the tax rate is calculated, and distributed across the line items based on their actual price. A line item is charged a tax only if the Taxable field is set to Yes; the default value for this field on Purchase Line Item is Yes. The Tax field on the purchase order shows the sum of the tax amounts of its taxable line items.

6. If known, in the Shipping & Handling field, specify the shipping and handling amount.
   
   

   Note

   If a shipping and handling amount is entered into the purchase order, it is split at the line item level based on the actual price. After a purchase requisition is approved, and a purchase order is created from it, monetary updates to the purchase requisition are considered done.

7. Click the Shipping tab.
8. If necessary, complete the fields in the Ship to Address and Bill to Address areas. If necessary, change the default values in the Freight Terms, Ship Via, and Shipping Options fields.
   The Tracking tab contains read-only information, for example, whether the order can be accessed using a web service.
9. Click Save.