Page 20 - Participant Guide - Unanet GovCon Using Purchasing

LESSON 3 PURCHASE ORDERS (PO)

Learning Objectives

• Differentiate the various procedures and requirements used to Create/Submit/
Approve Purchase Requisitions and Purchase Orders
o Purchaser Create/Submit a Purchase Order (PO)
o Purchasing Manager Approves a PO (typical but optional)
• Analyze Purchasing reports that are critical to ensuring accurate transaction
processing

Introduction
Purchase Orders (PO) are used to control the purchasing of products and services
(e.g., Labor, Expenses, or Items) from Vendors and can be related to many Vendor
Invoices.

Lesson 3 Overview Video (for SDL only)

Purchase Order (PO)
Navigate: Financials > Purchasing > Purchase Order

A PO is intended to represent a binding contract between the organization issuing the
PO and the Vendor. An approved PO is a commitment and will be included on the
commitment reports. Purchase Orders can be related to a Purchase Requisition (PR),
but this is not required.

You must have a user with a Purchaser role in order to create and submit POs. Using
the Purchase Search/List screen, you can add or search for existing POs. From the List
screen, an existing PO can be viewed, edited, deleted, and closed.

Create a Purchase Order (PO)

To create a new Purchase Order, a Purchaser will click the Add Purchase Order link
available on the Purchase Order Search/List screen. You will be presented with the
Summary Profile screen:

Summary Profile tab – used to enter the general information about the PO. Certain
fields are required.

LESSON 3 PURCHASE ORDERS (PO)
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