Creating a Purchase PO

• Overview
• Creating a New Purchase PO
• Editing Purchase PO Information
• Deleting a Purchase PO

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.

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.

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.