Managing Purchase Orders

Certify Invoice allows for creation and managing of Purchase Orders. Purchase Orders are generally created by a company ordering product from a vendor. This number may be used to aid in reconciling invoices. This article shows you, a Certify Administrator, how to configure and manage Purchase Orders.

Add a New Purchase Order

1. Click the gear icon.

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2. Select General Ledger Dimensions

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3. Check the box to Enable Purchase Orders. Click Save.

When Purchase Orders are enabled, they will be required for all invoice reports.

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4. Back on the Configuration page, select View and Edit Purchase Orders.

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5. Select Create a New Purchase Order.

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6. Enter details for the Purchase Order. Click Save.

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7. The Purchase Order is now available for users. 

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Edit Existing Purchase Orders

1. From the View and Edit Purchase Orders page, use the search parameters to search for the Purchase Order. Click Submit.

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2. Use the pencil icon to open the Purchase Order details. Click the red X icon to delete the Purchase Order.

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3. Edit the details of the Purchase Order, and click Next.

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4. The Change Analysis will determine if it is safe to save the changes. Click Next.

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5. The Purchase Order is now changed and available for use.

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