Creating Line Items for a Purchase Order

Optionally, you can enter the line items that are associated with a purchase order. Usually you submit and approve purchase requests through your company procurement application, however, you can choose to use the purchase order screen as a system of record. You can use the line items view to enter the detailed line items that are part of your purchase request.

This task is a step in Process of Creating Marketing Plans and Budget Requests.

The following procedure shows how to enter a purchase order line item.

To enter a purchase order line item

1. Navigate to the Marketing Plans screen.

2. In the link bar, click Purchase Orders.

3. In the purchase orders list, select an existing purchase order.

4. In the purchase orders list, click the Purchase Order # link.

5. From the purchase order form, click the Line Items view tab.

6. Click New to create a line item.

7. Enter a description, quantity and price for each item covered by the Purchase Order.