Step 2: Add Header Details & Supplier
With the blank PO open, fill in the main details at the top.
Steps:
- Select Type: Click Type and choose the appropriate purchase order type from the drop-down.
- Enter Document Number: Fill in the Document Number.
- Note: If greyed out, auto-numbering is enabled. If manual, follow company conventions.
- Check Dates & Currency: Verify or select the correct Date Issued and Currency.
- Add Other Header Fields: Complete any other required header fields.
- Select Supplier:
- In the Company section, click Match with this supplier.
- Search for and select the supplier.
- Add Delivery Address: Add or select a Delivery Address.
What Happens Next?
The PO header is complete. Next, add the specific items or services being ordered.
Next Step: Add Line Items & Coding
Related How-To Guides:
title: Step 2 - Add Header & Supplier description: Fill in the essential header information for the purchase order, including dates, currency, and supplier details. slug: /product-guide/purchasing-officer/create-po-direct/step-2-add-header-supplier sidebar_label: 2. Add Header & Supplier
Step 2: Add Header Details & Supplier
With the blank PO open, fill in the main details at the top.
Steps:
- Select Type: Click Type and choose the appropriate purchase order type from the drop-down.
- Enter Document Number: Fill in the Document Number.
- Note: If greyed out, auto-numbering is enabled. If manual, follow company conventions.
- Check Dates & Currency: Verify or select the correct Date Issued and Currency.
- Add Other Header Fields: Complete any other required header fields.
- Select Supplier:
- In the Company section, click Match with this supplier.
- Search for and select the supplier.
- Add Delivery Address: Add or select a Delivery Address.
What Happens Next?
The PO header is complete. Next, add the specific items or services being ordered.
Next Step: Add Line Items & Coding
Related How-To Guides: