Converting a Purchase Order Worksheet to a Purchase Order

Completed Purchase Order Worksheets (POWs) can be turned into official Purchase Orders (POs) used to place orders for inventory from a vendor.

Use the following steps to convert your POW into the official PO:

On the Main Menu, select Lubrication Menu.
Select Inventory Menu (7).
Select Activity Menu (1).
Select Purchase Order Module (7).
Type your employee password when prompted and press [Enter]. Once your password is validated by the system, you receive the Purchase Order Module Main screen.

Note:

Your employee ID is stored with each added, changed, and deleted record. This ID can be seen on the View/Edit Purchase Order Worksheet, View Purchase Order, and Receive Purchase Order screens. Your employee security level, set in the Set Up Employees screen (1-5-1), is used to validate access to the PO Module.

Click POW on the menu bar.
Select the View/Edit POW option to receive the Purchase Order Worksheet List.
Highlight the desired POW and click OK.
Click the Create PO button at the bottom of the POW. You receive the Are you sure you want to convert this worksheet into an official Purchase Order? prompt.
Do one of the following:

To continue and create a PO, click Yes. Proceed to the next step.
To return to the View/Edit Purchase Order Worksheet screen without converting the POW to a PO, click No.

Note:

Once a POW is converted to a PO, you can no longer edit the items on it.

The system verifies that no other active PO contains any of the same vendor and part combinations that the current POW contains. If it finds a PO with duplicate information, it displays a warning with the conflicting PO number and its date and time of creation. Do one of the following at the Do you still want to convert this Purchase Order Worksheet into a Purchase Order? prompt:

To continue and create this new PO, click Yes. Proceed to the next step.
To return to the View/Edit Purchase Order Worksheet screen without creating a new PO, click No.

Once the PO is created, you receive a confirmation of its successful creation and the Would you like to print the Purchase Order? prompt.
Do one of the following:

If you want to print the PO, click Yes. You receive the Choose Print Options PopUp. For more information about printing POs, see the Printing a Purchase Order article.
If you do not want to print the PO, click No. You return to the Purchase Order Worksheet List.

Do one of the following:

Create, edit, or view Purchase Order Worksheets.
To return to the main Purchase Order Module screen, click Cancel. To return to the LubeSoft® menus, click the Exit dropdown and click Exit Application.