Creating a new purchase order  <ul><li>Open the Procurement Menu </li></ul><ul><li>Click on -Purchase Order- </li></ul>
Create a new record <ul><li>Click on the new record icon </li></ul>
Setup the Purchase order header <ul><li>Notice that the document No is still not final. Default values are entered for the...
Select the business partner <ul><li>Select the business partner(BP) for this purchase order by clicking  on the business p...
Picking the BP for this purchase order <ul><li>Notice that the Providers field is selected. </li></ul><ul><li>From the bus...
Select a BP from the list <ul><li>From the business partner selection list, click the radio button highlighting the curren...
Purchase Header details <ul><li>Partner details are now in the purchase order document. </li></ul><ul><li>Document status ...
Purchase order status <ul><li>Document status is still –draft- </li></ul>
Saving the purchase order header <ul><li>Click on the –Save- icon in order to save the current purchase order. </li></ul><...
Step 2- Creating the purchase order item details <ul><li>Notice that the order still does not contain any lines </li></ul>
Create a new line <ul><li>Click on –New Record- icon </li></ul>
Product selection <ul><li>Select the product to be added by clicking on the product icon. </li></ul>
Product search dialog <ul><li>From the product search form, select the price list version </li></ul>
Product search dialog <ul><li>From the product search form, click on the search icon </li></ul>
Selecting the product <ul><li>From the product selection list, click the radio button highlighting the current product </l...
Updating the item <ul><li>You can now set the quantity and even set the price in this window. </li></ul><ul><li>Click on t...
Saving the item details <ul><li>Click on –Save- icon </li></ul>
Line orders view <ul><li>Click on –Relation- icon to see the items in the order </li></ul>
Line orders view <ul><li>The list view displays all the item in the order </li></ul><ul><li>Notice the current amount in t...
Adding additional items to the Purchase order <ul><li>We repeat the same process for adding an item to the order </li></ul...
Order in Draft mode <ul><li>Switch back to the –Purchase Order tab- </li></ul><ul><li>Notice the total lines and Grand tot...
Processing the purchase order status <ul><li>Select the option –Complete- in order to set the document status </li></ul>
Completing the Purchase order <ul><li>The document status now shows as –Completed- </li></ul><ul><li>Document type changes...
Listing the Purchase orders <ul><li>By clicking on the –Relation button, we check that the purchase order  we just created...
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Creating a new purchase order in Openbravo R2.13

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This is the process for creating a new purchase order document (procurement). Made for Openbravo R2.13

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Creating a new purchase order in Openbravo R2.13

  1. 1. Creating a new purchase order <ul><li>Open the Procurement Menu </li></ul><ul><li>Click on -Purchase Order- </li></ul>
  2. 2. Create a new record <ul><li>Click on the new record icon </li></ul>
  3. 3. Setup the Purchase order header <ul><li>Notice that the document No is still not final. Default values are entered for the other fields. </li></ul><ul><li>Document type is set to –Purchase order. Select the right –Price list- </li></ul>
  4. 4. Select the business partner <ul><li>Select the business partner(BP) for this purchase order by clicking on the business partner icon </li></ul>
  5. 5. Picking the BP for this purchase order <ul><li>Notice that the Providers field is selected. </li></ul><ul><li>From the business partner search form, click the search button. </li></ul>
  6. 6. Select a BP from the list <ul><li>From the business partner selection list, click the radio button highlighting the current BP </li></ul><ul><li>Note : if the BP is a new partner, you will have to create it in the partner window </li></ul>
  7. 7. Purchase Header details <ul><li>Partner details are now in the purchase order document. </li></ul><ul><li>Document status is still –draft- </li></ul>
  8. 8. Purchase order status <ul><li>Document status is still –draft- </li></ul>
  9. 9. Saving the purchase order header <ul><li>Click on the –Save- icon in order to save the current purchase order. </li></ul><ul><li>Notice that the document No is changing to a new format. </li></ul>
  10. 10. Step 2- Creating the purchase order item details <ul><li>Notice that the order still does not contain any lines </li></ul>
  11. 11. Create a new line <ul><li>Click on –New Record- icon </li></ul>
  12. 12. Product selection <ul><li>Select the product to be added by clicking on the product icon. </li></ul>
  13. 13. Product search dialog <ul><li>From the product search form, select the price list version </li></ul>
  14. 14. Product search dialog <ul><li>From the product search form, click on the search icon </li></ul>
  15. 15. Selecting the product <ul><li>From the product selection list, click the radio button highlighting the current product </li></ul><ul><li>Note : if the product is a new one, you will have to create it in the product window. This must be done according to current company practices. One of them being that prices are chosen on current price lists, discount schedules, etc… </li></ul>
  16. 16. Updating the item <ul><li>You can now set the quantity and even set the price in this window. </li></ul><ul><li>Click on the –Save- icon when done with this item </li></ul>
  17. 17. Saving the item details <ul><li>Click on –Save- icon </li></ul>
  18. 18. Line orders view <ul><li>Click on –Relation- icon to see the items in the order </li></ul>
  19. 19. Line orders view <ul><li>The list view displays all the item in the order </li></ul><ul><li>Notice the current amount in the title bar </li></ul>
  20. 20. Adding additional items to the Purchase order <ul><li>We repeat the same process for adding an item to the order </li></ul><ul><li>Click on the –relation- icon to switch to the list view </li></ul><ul><li>Notice the increment in the line numbers </li></ul>
  21. 21. Order in Draft mode <ul><li>Switch back to the –Purchase Order tab- </li></ul><ul><li>Notice the total lines and Grand total </li></ul><ul><li>Notice the document status. Click on – Complete- to process the purchase order and set it to complete. </li></ul>
  22. 22. Processing the purchase order status <ul><li>Select the option –Complete- in order to set the document status </li></ul>
  23. 23. Completing the Purchase order <ul><li>The document status now shows as –Completed- </li></ul><ul><li>Document type changes from –New- to –Purchase Order- </li></ul>
  24. 24. Listing the Purchase orders <ul><li>By clicking on the –Relation button, we check that the purchase order we just created is listed in theview. </li></ul><ul><li>We can always go back to the tabs (select first the Purchase order) and check the details for that order. </li></ul>

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