User Guide for Plastica models including: Creating a Purchase Order App, Purchase Order App, Order App, App

version 1 jan 20222

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Water Treatment Instructions - Creating a Purchase Order
Creating a Purchase Order 1. Go to Procurement and Sourcing > Common > Purchase orders > All Purchase Orders 2. On the Navigation Ribbon Click on Purchase order under the New section
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3. Select the Supplier account 4. Under the General section set the Delivery date, then click OK
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5. Under Purchase order lines populate the following i. Item Number ii. Quantity iii. Price (if different from current price in AX iv. To add more lines press down arrow and repeat steps i to iii above
6. If your order will be delivered on a container or pallet this should be indicated on the purchase order. To do this click on Header view on the Navigation Ribbon
7. Scroll down to the Delivery section and populate the Mode of Delivery, there are Options such as PALLET, CONT-20FT and CONT-40FT
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8. On the Navigation Ribbon click on the Purchase tab 9. Under the Generate section click on Confirm 10. The purchase order is now confirmed, to print a copy under the Journals section
click on Purchase order confirmations 11. On the popup window select the confirmation you wish to print then click on
Preview/Print
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12. Then select Original preview 13. Your purchase order confirmation will be displayed on your screen
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14. To print click on File > Print > Print VERSION 1 JAN 20222 6


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