SAP Business One User
Manual For SESCO
CEMENT
Purchase Order
TransTec
9/1/20 Confidential
For Business Development Solutions
Table of Contents
Purchasing Process .................................................................................................................................. 2
Create New Purchase Order .................................................................................................................... 3
Open Purchase Order .......................................................................................................................... 3
Selecting items .................................................................................................................................... 4
Enter Qty and Price.............................................................................................................................. 5
Click Add and send approval request ................................................................................................... 5
Add the approved PO to the system .................................................................................................... 6
1
Purchasing Process
You can begin the purchasing process in SAP Business One by requesting quotations for items
or services from your vendors using the purchase quotation document. Once you have
compared the vendors' quotes and found the best offer, you proceed to ordering the goods. To
order the items or services, you create a purchase order document.
The next stage is the goods receipt PO. It is the stage when the inventory is received into the
company. The goods receipt is followed by an A/P invoice, which is the request for payment. It
is the only mandatory document in the purchasing process. It is possible to create the A/P
invoice without first creating a goods receipt PO or a purchase order.
Each document affects inventory quantities, and some affect the general ledger. The purchase
order affects the available inventory quantity. The goods receipt PO increases the actual
inventory quantity. If you create an A/P invoice without reference to the goods receipt PO, it will
also increase the quantity in stock.
As far as accounting is concerned, the A/P invoice always creates an accounting transaction. It
records freight and tax and updates the vendor account with the new outstanding balance.
The A/P reserve invoice only affects the available inventory quantity and creates an accounting
transaction.
2
Create New Purchase Order
Open Purchase Order
1- Purchase → Purchase Order
2- Select Vendor.
a. By typing the Vendor Code or Vendor Name
b. Or by Choose from List as following :
i. By clicking on the Vendor field the Choose from List will appear
ii. By click on a List of Business Partners will appear
iii. You can use the Find Field to search or by scrolling
3
Selecting items
Select by.
a By typing the Item Code or Item Name
b Or by Choose from List as following :
i By clicking on the Customer field the Choose from List will appear
ii By click on a List of Items will appear
iii You can use the Find Field to search or by scrolling
4
Enter Qty and Price
Enter Qty and Price
Click Add and send approval request
- Click on add
- Click on Ok
- Any PO up to 10000$ will need an approval from Operation manager.
- Any PO more than 10000$ will need two approvals from Operation manager and Managing
Director.
5
Add the approved PO to the system
Select the internal message.
Click here to open approved po.
By double Clicking Document generation approved the Document will Show up you can open Purchase
order by Clicking on The Yellow Arrow.
6
Click on Add button
Your approved PO has been added to the system.
