Create an SM Purchase Order from the Purchase Order Dashboard
as you would a standard purchase order. When you create the header, select New SM Purchase Order from the New Item dropdown. This allows you create
an SM purchase order. When you submit an SM purchase order in the portal, the PO is
processed in Vista.
You must complete the following portal settings
before you can create an SM Purchase Order: Line Types to enable in PO (comma separated)
and Enabled SMCo for lookups (comma separated). In addition, users must be granted
access in User Access to the following areas: PO Requisition (for initial editing) and
Create PO (for editing).- Access your PO Dashboard, ().
-
Select New Item, and then select
New SM Purchase
Order.
- In the header, select the Company for your SM
purchase order, and enter a Description. You must enter a description to save your header.
-
If you know the date you are expecting to receive the materials, enter it in
the Expected Date field.
- If your PO needs to go through receiving, turn Receiving on. This may be
defaulted on or off per your company’s preference.
-
Select the vendor for your PO. The Vendor drop-down populates
with the top 10 vendors used on processed POs. If your vendor is not in the
drop-down, you can select the Globe icon
to search your company’s AP Vendors.
- Select Save Header. After you have saved your PO, you
will be able to add SM line items.
- If you need to delete your header, select the down arrow next to the
blue Save button and select Delete Header. If
your PO has line items this will delete your whole PO.
-
To add purchase order line items, select the green
drop-down and choose a line type. Required line type fields display in red.
- In Vendor Matl, you can select
material pricing that is specific to the vendor in the PO header. If you select
a Material that has a
vendor-specific price, the Vendor
Matl, Description, and Cost fields will automatically update to reflect that vendor's
pricing.
- Select the More menu
to Delete, Edit Notes,
Edit Address, or Copy Item. - After you have entered all required information you will be able to assign your
PO. This will give you the PO number, but will not submit the PO in Vista.
- When you are finished, select Submit PO. This will
process the SM purchase order in Vista. You will not be able to modify the PO in
the portal after this point, but you will be able to find the details, View
Item Details, and Print the PO under the Processed Purchase
Orders on the PO Dashboard.
