Create a purchase order to enter a request for the purchase of material. You may need to purchase materials to restock inventory, use on a particular project, or use in equipment maintenance. If you have set up a vendor pricing agreement to record price commitments from vendors, the unit cost and unit of measure from the agreement display as defaults.

1. Optional: If you haven't already done so, set up your purchasing defaults.
2. Optional: If you haven't already done so, enter your vendor pricing agreements.
3. Optional: If you haven't already done so, set up your document management defaults.
   Note: You can only use document routing if you have selected the Document Routing Distribution Control checkbox on the Document Management Settings screen.
4. Optional: If you haven't already done so, set up your order types.
5. Optional: If you haven't already done so, set up your document routing distribution groups.
6. On the Enter Purchase Order screen, enter the details of the purchase order.
7. Select the users and/or the document routing distribution group that will review the purchase order.
8. Optional: If needed, contact the reviewers to advise them to review the purchase order.
9. On the View Purchase Order Log screen, periodically view the status of the document routing for the purchase order to monitor the review process.
10. Optional: Once the purchase order is approved, manage the purchase order and the PDF file as needed.