Page 24 - Participant Guide - Unanet GovCon Using Purchasing

Activity 3.1 Create a Purchase Order for Items From a Purchase
Requisition
Login as Peter Purchaser (Purchaser) - ppurchaser / welcome

Activity Steps:
1. Navigate to Financials > Purchasing > Purchase Order and click +Purchase
Order.

2. Click in the Purchase Requisition # search field box, Type "%" and Select PR #
from Activity 2.2 Materials for project

3. Modify the Purchase Order Profile tab (*denotes required)
(Note: When you choose the PR, certain default fields will fill in on the new PO)
• *Owning Organization use default field from PR
• Begin Date 5th of posting month
• End Date End of Dec Next Year
• Required by Date End of posting month
• *Purchase Amount defaults to 0 and must be updated to 200,000
• *Description use default field from PR
• *Document Date 5th of posting month
• *Commitment Date 5th of posting month
• *Fiscal Period linked to Commitment Date
• *Vendor update to V-MATERIALINC (type “v-mat”)
• Vendor Invoice Overage use default of Limit at the Summary level
• PO Owner use default of User5, Clark A.
• *Purchaser Peter Purchaser
• Project update to CUST-8-UU ITEMS (type “8”)
Click SAVE

4. Click on Form tab and Select
• Generate PO Form checkbox
• PO Format Name Detail PO Format
• Detail Level Consolidated Form with Details.
Click SAVE and notice the Detail Level Forms are now links to view

5. Click on Alerts tab and confirm Use Default Preferences is selected

6. Click on Other tab and Select:
• Digit 1 Order Type Cost Plus Fixed Fee (CPFF)
• Digit 2 Agreement Indicator Basic Ordering Agreement (BOA)
• Digit 3 Source Justification Engineering Directed
Click SAVE

7. On left side menu, Click Items (under Details) to add Item Detail lines to PO.

LESSON 3 PURCHASE ORDERS (PO)
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