Generate Purchase Order Forms

Purchase order forms include order details for goods or services provided by a vendor.

From Payables, Communications, under Purchase order forms, you can view, add, edit, and generate. Search and sort the list to quickly locate the form you want. To edit, select the form's name or choose Edit from the form's menu.

Tip: You can’t print Purchase orders with an “Open” status. If you don’t see the Generate button, or if you receive “No records meet specified criteria,” you will need to update the Purchase order status. To update the Purchase order status, go to the Purchase order list page and select Edit next to the Purchase Order you want to change. Locate the Status field and select “Unprinted purchase order,” or “Reprint order.”

After you add and generate, you can view the form to ensure your parameters are accurate (if not, simply edit and generate again). From the form, you can choose to export or print.