Purchase Orders | PO Verification of Funds Configuration Diagram |

Contents

1 Introduction

2 Adding

3 YMA & YDA Layout

4 NMA Layout

5 YDQ Layout

1 Introduction | Adding POs | Editing POs | Deleting an Entire PO |

When you receive a request to purchase an item, you can enter the information on a purchase order. Using purchase orders allows you to enter information for orders that will be placed with a vendor.

You can print purchase orders to send to the vendor, or enter the information to encumber the appropriate funds without printing (Accounting Only).

To encumber funds is to make a claim against them or reserve them for a specific expense. Purchase orders are usually prepared referencing a batch number, which is then used for updating to the account master. The update process marks the monies as encumbered.

The system can be set so that a budget capacity check can be run when entering a Purchase Order.

See WESPaC Financial Management Purchase Order Configuration User’s Guide for more information.

For information on the functions available on the Purchase Entry screen such as options, see the WESPaC Financial Management - Requisition & Purchasing Misc Functions User’s Guide.

Version 01.04.07.0 &endash; 010232 PL 051904