See this page for general information about creating documents.
Supplier
Please select the supplier first. Many other fields on the form are dependent on what you enter in this field. You cannot select suppliers that have an approval that is "Not Approved." If you want to add a supplier, click on the "Add Supplier" button next to the Supplier field.
Operations
You can only select allowed operations based on the supplier, typically "Purchase."
Usages
Any part you add to the parts form will be given the default usage if you haven't already selected one. You may want to fill out the part field before filling out the usage field in the Parts tab.
Reserve Order Number
You may need to know the next purchase order number without filling out any information. Click on the Reserve Order Number button to be assigned that number before saving the purchase order. No other user will be able to take that number. Click "Clear Reservation" to undo the reservation.
Parts Tab
The Parts Tab is a Formset
See the "Formsets" portion of this page for details on how to work with formsets.
The part field only allows parts that have a supplier that is designated as the purchase order supplier and an operation designated on the purchase order. When a part is added, the last cost of the part is populated in the cost field.
New Custom Part
You can add a new custom part with this supplier by clicking on the "+" next to the part field. The part will have the operation of the purchase order added to its BOO. To add a standard ISS part, you will need to create the part from the parts list button.
Receiving Parts
Click on the "Receive Parts" button to receive parts for that purchase order. When all parts are received, Marty automatically sets the status of the purchase order to closed. All standard ISS parts will have a inventory transaction automatically generated upon receipt.