Creating a Purchase Order

Scenario: You need to create a Purchase Order.

Environment: Comsense Enterprise

This article demonstrates how to:

Enterprise Navigation menu; shows location of purchase order.
Image 1: Enterprise Left-Hand Navigation Menu
  1. Click Purchase Order
    • The Purchase Order window will open

You are now ready to create a new purchase order.

Creating a New Purchase Order

In the Purchase Order window top toolbar:

  1. Click New
Purchase Order window; shows location of the new purchase order icon.
Image 2: Purchase Order Top Toolbar
  1. Search supplier either by:
    1. Supplier Code
      • Enter Supplier Code and Press Tab
    2. Supplier information
      • Click the Magnifying Glass icon and Search using supplier information

Remit To is your payment account for this purchase order. The Remit To field will populate if it is preselected in the supplier system options. If the Remit To field is empty or requires updating for this purchase order:

  1. Search and Select the Remit To supplier using the method in step 2
  2. Select Warehouse
Purchase Order window; shows location of warehouse drown-down menu.
Image 3: Warehouse Drop-Down Menu

You are now ready to add product to your purchase order.

Adding Product to Your Purchase Order

In the Products tab:

  1. Right-click the empty pane 
  2.  Select Add Purchase Order Line Item
    • The Managed Product window will open
Purchase Order window; shows the product tab's right-click menu.
Image 4: Products Right-Click Menu

In the top pane of the Managed Product window:

  1. Search and Select the appropriate product
  2. Click Add
    • The product will move to the bottom pane
Managed Product window; shows product selection and add button.
Image 5: Managed Products Window
  1. Click OK

You are now ready to release your purchase order.

Releasing your Purchase Order

A release against a purchase order is authorization for the purchase and billing. You must release your purchase order before creating a payable for the items.

In the status field od the Purchase Order window:

  1. Select Released
    • The Purchase Order # field will populate
Purchase Order window; shows Released status and purchase order number.
Image 6: Purchase Order # & Status Fields
  1. Click Save

If you need to export your purchase order report:

  1. Click Print
    • The Generate Report window will open
  2. Select your export method

Your purchase order is released.

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