Create a Purchase Order for a Serialised Item with Minimum Order Quantity

This guide provides step-by-step instructions on how to create a purchase order for a serialised item with a minimum order quantity. We will also see the Budget Checking happening in real time. It is useful for anyone who needs to navigate the purchasing process and wants to ensure they are including all necessary information and steps.

Step 1: Navigate to the Buying Homepage

Step 1

Step 2: Click "Purchase Order"

Step 2

Step 3: Click "Add Purchase Order"

Step 3

Step 4: Enter the Supplier Details

Step 4

Step 5: Add the Serialised Item and Required Date

Add the Serialised Item and Required Date. Leave the Quantity as 1

Step 5

Step 6: Click "Save"

Step 6

Step 7: The system will give a warning that the minimum order quantity has not been…

The system will give a warning that the minimum order quantity has not been reached for the item

Step 7

Step 8: Amend the Quantity to meet the minimum

Step 8

Step 9: Click "Save"

Step 9

Step 10: Click "Submit"

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Step 11: Click "Yes"

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Step 12: Note the warning about the budget

Note the warning about the budget. If the rule was not set to Warning Only, this purchase order could not be processed until the budget was adjusted.

Step 12

Step 13: Click "Create" to process to the order onto the Receipt Stage

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Step 14: Click "Purchase Receipt"

Step 14

Step 15: Click the pencil icon at the line and scroll down to enter the serial numbers…

Click the pencil icon at the line and scroll down to enter the serial numbers received

Step 15

Step 16: Click "Save"

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Step 17: Click "Submit"

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Step 18: Click "Yes"

Step 18