Create New Purchase Orders using the UI

If given permission, users are able to create new Purchase Orders in Suppy Chain Hub.

This image shows the Procure to Pay screen.

To create purchase orders:

  1. From the side menu, choose Procure to Pay.
  2. In the Purchase Orders tab, click Create PO.
  3. In the Create or Edit PO screen, complete the following information:
    1. Select Supplier Site (only Supplier Sites associated with the user are shown).
    2. Select Department (if PO is associated with a single department).
    3. Payment Terms/Currency/Exchange Rate will default but can be amended.
  4. In the Items tab, add the items. The following options are available to add items:
    • Item (using Style/SKU ID, description, VPN, and Barcode)
    • Purchase Order (copy items from another order)
    • CSV upload (select file containing a list of items)
    This image shows the Add Item(s) screen.
  5. Review and complete the item information:
    • Supplier Pack Size (defaulted)
    • Unit Cost (defaulted)
    • Quantity (needs to be entered)
  6. In the Deliveries tab, click the + icon.
  7. Add the PO specific information:
    • Location
    • Not Before Date / Not After Date / Delivery Date
  8. Add the quantity for the delivery:
    • Item by Item
    • Using the Distribute Outstanding button
  9. Add additional deliveries if required (repeat Steps 6-8).
  10. Click Submit. If the user has approval permissions, it will be automatically moved to Approve status; otherwise, it will go to New status, to be approved by a user with approval permissions.