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Creating a Purchase PO

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Overview

A Purchase PO is a financial element in Flex that allows you to add items that you will be purchasing from a vendor. You can send the Purchase PO to a vendor, then you can receive the items into your inventory directly from the Purchase PO.

Creating a New Purchase PO

  1. On the   Main Menu, select Projects.
  2. On the popup menu, select Purchase POs.
  3. In the bottom left-hand corner, select  Add New Purchase PO .
  4. Enter the new Purchase PO information.

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Editing Purchase PO Information

  1. Double click the line to open the Purchase PO that you want to edit.
  2. On the right-hand Workbench Menu, click the  Modify  icon.
  3. Click Edit Header in the Workbench Menu.
  4. Edit the Purchase PO information.
  5. Click OK.

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Deleting a Purchase PO

  1. Double click the line to open the Purchase PO that you want to delete.
  2. On the right-hand Workbench Menu, click the  Modify icon.
  3. Click on Delete Purchase PO
  4. Check the I Agree box to verify that you want to delete the Purchase PO.
  5. Click Delete.

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Undeleting a Purchase PO

Option 1: Undelete a single Purchase PO

  1. Search for the Purchase PO with "Include Deleted" selected in the Search menu, and open it.
  2. On the right-hand Workbench Menu, click the Modify icon.
  3. Click Undelete Purchase PO

Option 2: Undelete multiple Purchase POs at once

  1. On the Main Menu, select the Projects menu, and choose Purchase PO.
  2. In the footer, check the "Show Deleted Only" option.
  3. Find the Purchase PO(s) that you want to undelete. You might have to search or filter the results.
  4. Click the box next to the Purchase PO(s) that you want to undelete.
  5. In the footer, click the Undelete Selected icon and confirm.

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