Add and Generate Purchase Order Forms

Purchase order forms centralize vendor order details, giving you a clear, reliable record for every good or service you purchase.

From Payables, Communications, under Purchase order forms, you can view, add, edit, and generate forms. 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.

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.

Tip: You can only generate and print purchase orders with the following statuses: Unprinted purchase order, Unprinted change order, Reprint order, and Unprinted cancelation notice. To ensure a purchase order is included, from Payables, Purchase orders, choose Edit from a purchase order's menu and update the status.

1. From the Communications page, under Purchase order forms, select Add.

2. Under Basics, enter a name and description, and choose who can generate or modify the form.

3. Select Next.

4. Under Parameters, specify details to include and set the formatting.

   As you move through each tab, select options and enter details to customize your info. You can always go back and update your parameters when needed.

   Tip: To include logos on statements, select the logo and size under Purchase order format. You can add or edit them from Settings, Payables, Organization logos.

5. Depending on your needs, save and generate the form immediately or save and return at a later time.

6. To return to the Communications page, select Cancel.