Plastica Creating a Purchase Order App User Guide

June 13, 2024
Plastica

Plastica Creating a Purchase Order App User Guide
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Creating a Purchase Order

  1. Go to Procurement and Sourcing > Common > Purchase orders > All Purchase Orders
    Configuration

  2. On the Navigation Ribbon Click on Purchase order under the New section
    Configuration

  3. Select the Supplier account
    Configuration

  4. Under the General section set the Delivery date, then click OK
    Configuration

  5. Under Purchase order lines populate the following

  6. Item Number

  7. Quantity

  8. Price (if different from current price in AX

  9. To add more lines press down arrow and repeat steps i to iii above
    Configuration

  10. If your order will be delivered on a container or pallet this should be indicated on the purchase order. To do this click on Header view on the Navigation Ribbon
    Configuration

  11. Scroll down to the Delivery section and populate the Mode of Delivery, there are Options such as PALLET, CONT-20FT and CONT-40FT
    Configuration

  12. On the Navigation Ribbon click on the Purchase tab
    Configuration

  13. Under the Generate section click on Confirm
    Configuration

  14. The purchase order is now confirmed, to print a copy under the Journals section click on Purchase order confirmations
    Configuration

  15. On the popup window select the confirmation you wish to print then click on Preview/Print
    Configuration

  16. Then select Original preview
    Configuration

  17. Your purchase order confirmation will be displayed on your screen
    Configuration

  18. To print click on File > Print > Print
    Configuration

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