Entering a Purchase Order Commitment

Now that we have enabled PO Commitments and selected the budget to use for the commitments, it is time to enter a transaction.

This example will show a standard PO for a narrative item being entered, which exceeds the budget value.

To enter a Purchase Order Commitment, perform the following steps:

  1. Open the Purchase Order Entry window in Dynamics GP by selecting Purchasing from the Navigation Pane on the left, and then clicking on Assignment in the area page under Transactions.
  2. Set Standard in the Type: field, and tab through the PO Number field to have one assigned.
    Entering a Purchase Order Commitment
  3. Enter BEAUMONT0001 in the Vendor ID field.
  4. Enter BUILDING WORK in the Item field.
  5. Tab through and enter Each in the U of M field.
  6. Enter a quantity of 1 in the Quantity Ordered field.
  7. Enter $20,000.00 in the Unit Cost field.
  8. Enter Building work in the Description field.
  9. Enter SOUTH in the Site ID field.
    Entering a Purchase Order Commitment
  10. A question dialog will be displayed, if the amount being entered is for more than the budget for the selected account, so click on Yes to accept the commitment. If a password had been entered on the PO Commitments Setup window, the prompt would have requested the password be entered rather than just clicking on Yes.
  11. Click on Save, and close the Purchase Order Entry window.

As you can see, enabling PO Commitments only adds one extra step to entering a purchase order, and this extra step only occurs if the budget against the commitment budget is exceeded.

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