The creation of a Purchase Order initiates the start of the “Commitment” phase, by creating an obligation for the company to pay for the supply of goods.

If the company requires work to be performed that involves any on-site labour, supplied equipment or ongoing obligations, then instead of a Purchase Order, a formal Subcontract should be used. (Refer to Menu 11)

Note: if the “Authority to Commit” is authorised for the selected project and purchase orders are approved, then they will displayed for selection (if desired) at field #3.

Some companies will have implemented formalised internal approval processes prior to commitment above a given value.  See Procedure 2230 Subcontract Process Extensions.

  1. Project
  2. Allocation
  3. Order
  4. Stage
  5. Order Package
  6. Supplier
  7. Allocated Budget
  8. Committed Value
  9. Risk Provided Value
  10. Order Date
  11. Projected Start Date
    Please be realistic with the Start & Finish dates as they have substantial impact on the outcome of processes, particularly Scheduling and Cash Flow.
  12. Projected Finish Date
  13. Terms 281
  14. Retention 282
  15. Accounts Processing RPC
  16. Scope of Order 210

    order notes
  17. Create a new document – Yes/No. If you select NO then a Purchase Order number will still be generated but no Document prepared so you can never print it out if you needed to at any time. By selecting YES you will generate a PO number and prepare a document for printing – you still have a choice as to whether you print it our or not. If you entered the PO creation program by selecting F10 from the Accounts Payable Invoice entry screen (5.1) then you would most likely respond NO.
  18. Template id
  19. Template Questions
  20. Signature Block
  21. Exclude values from document – Yes/No